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iShares Core US Aggregate Bond ETF

1,429 hedge funds and large institutions have $70.8B invested in iShares Core US Aggregate Bond ETF in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 646 increasing their positions, 509 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,429
Holders Change
-18
Holders Change %
-1.24%
% of All Funds
25.1%
Holding in Top 10
265
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
4.65%
New
84
Increased
646
Reduced
509
Closed
78
Calls
$46.4M
Puts
$23.6M
Net Calls
+$22.8M
Net Calls Change
-$90.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MFG
951
MidWestOne Financial Group
Iowa
$703K +$46.6K +406 +7%
PFO
952
Pathstone Family Office
New Jersey
$701K +$488K +4,246 +230%
CSIA
953
Charles Schwab Investment Advisory
California
$700K +$290K +2,523 +71%
AA
954
ACT Advisors
North Carolina
$693K -$56.6K -493 -8%
VFA
955
Valeo Financial Advisors
Indiana
$688K +$200K +1,739 +41%
Cerity Partners
956
Cerity Partners
New York
$684K
CFS
957
Cannon Financial Strategists
Georgia
$680K +$680K +5,921 New
HWM
958
Howard Wealth Management
Connecticut
$679K
PMFA
959
Plante Moran Financial Advisors
Michigan
$676K -$42.6K -371 -6%
MAM
960
MMA Asset Management
Pennsylvania
$675K +$11.1K +97 +2%
BOTW
961
Bank of the West
California
$674K +$446K +3,883 +195%
SCA
962
Sage Capital Advisors
South Dakota
$671K +$104K +901 +18%
SCG
963
Sonata Capital Group
Washington
$668K
OWA
964
Outlook Wealth Advisors
Texas
$659K -$49.9K -435 -7%
CFA
965
Carroll Financial Associates
North Carolina
$658K -$96.9K -845 -13%
SL
966
SWMG LLC
Texas
$650K -$11.9K -104 -2%
Bessemer Group
967
Bessemer Group
New Jersey
$649K -$120K -1,041 -16%
CTC
968
Central Trust Company
Missouri
$649K -$64.4K -561 -9%
HWA
969
Heritage Wealth Advisors
Virginia
$649K +$12.6K +110 +2%
FF
970
Friedenthal Financial
New Jersey
$647K +$17.8K +155 +3%
V
971
VeraBank
Texas
$645K +$645K +5,613 New
ISB
972
Iowa State Bank
Iowa
$644K -$49.9K -434 -7%
JWCA
973
J.W. Coons Advisors
Ohio
$643K -$15.1K -131 -2%
BCM
974
Beaumont Capital Management
Massachusetts
$641K +$34.1K +297 +6%
LIM
975
Leavell Investment Management
Alabama
$637K -$101K -878 -14%