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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
1IA
951
1834 Investment Advisors
Wisconsin
$175K +$16.1K +142 +10%
LWA
952
Lowe Wealth Advisors
Maryland
$160K – – –
SFC
953
SYM Financial Corp
Indiana
$159K -$3.52K -31 -2%
GWA
954
Guidant Wealth Advisors
Illinois
$154K +$226 +2 +0.1%
G
955
Gainplan
Michigan
$153K +$153K +1,354 New
BCP
956
Blue Chip Partners
Michigan
$146K -$16.4K -145 -10%
SIC
957
Salem Investment Counselors
North Carolina
$134K +$22.5K +199 +20%
TFA
958
Toth Financial Advisory
Virginia
$129K +$17K +150 +15%
IWMA
959
Ironwood Wealth Management (Arizona)
Arizona
$128K +$16.7K +147 +15%
AWMS
960
Advocacy Wealth Management Services
Georgia
$126K +$126K +1,109 New
FA
961
Forefront Analytics
Pennsylvania
$117K +$117K +1,028 New
APW
962
Acima Private Wealth
Virginia
$114K +$1.24K +11 +1%
SB
963
Strategic Blueprint
Georgia
$110K +$110K +976 New
CAC
964
Certified Advisory Corp
Florida
$105K +$678 +6 +0.7%
WC
965
Westwind Capital
New Mexico
$102K -$12.2K -108 -11%
CIAS
966
Capital Investment Advisory Services
North Carolina
$95K -$105K -933 -53%
MWP
967
MYCIO Wealth Partners
Pennsylvania
$93K +$84.4K +749 +986%
CCM
968
Covington Capital Management
California
$91K – – –
TFA
969
Transamerica Financial Advisors
Florida
$89K -$2.44M -21,491 -96%
GWAG
970
Garrett Wealth Advisory Group
Texas
$82.8K +$82.8K +731 New
AWA
971
Artemis Wealth Advisors
New York
$81.5K – – –
PG
972
Proffitt & Goodson
Tennessee
$77K +$5.8K +51 +8%
JCM
973
Julex Capital Management
Massachusetts
$76K -$14.8M -131,525 -99%
WCM
974
Whitener Capital Management
North Carolina
$72K – – –
OAJ
975
Ogorek Anthony Joseph
New York
$72K +$46.1K +410 +178%
37 38
39
40 41