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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,295 hedge funds and large institutions have $61.3B invested in iShares Core US Aggregate Bond ETF in 2020 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 699 increasing their positions, 355 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,295
Holders Change
+9
Holders Change %
+0.7%
% of All Funds
26.2%
Holding in Top 10
285
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-3.39%
% of All Funds
5.77%
New
96
Increased
699
Reduced
355
Closed
73
Calls
$74.4M
Puts
$99.9M
Net Calls
-$25.5M
Net Calls Change
-$172M

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.38B
2
AA
2
Acorns Advisers
California
$425M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.3B
4
Bank of America
4
Bank of America
North Carolina
$2.8B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.43B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.78B
2
Charles Schwab
2
Charles Schwab
California
$397M
3
TC
3
Toews Corporation
New Jersey
$0
4
CWM
4
CIBC World Markets
New York
$0
5
Jane Street
5
Jane Street
New York
$642M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
76
Prudential Financial
New Jersey
$95.3M +$20.5M +174,047 +28%
AWM
77
AE Wealth Management
Kansas
$94.2M +$64.3M +544,562 +215%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$93.4M – – –
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$92.1M +$8.63M +73,123 +10%
Cambridge Investment Research Advisors
80
Cambridge Investment Research Advisors
Iowa
$90.2M -$6.16M -52,150 -6%
MFM
81
MD Financial Management
Ontario, Canada
$90M -$3.67M -31,097 -4%
CHP
82
Cable Hill Partners
Oregon
$89.5M +$799K +6,768 +0.9%
SCP
83
Stamos Capital Partners
California
$87.3M +$37.6M +318,100 +76%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$87.2M +$40.7M +345,763 +87%
VIM
85
VCU Investment Management
Virginia
$85M +$4.51M +38,193 +6%
SS
86
Simplicity Solutions
Minnesota
$81.4M +$54.2M +459,001 +199%
ZIM
87
Zacks Investment Management
Illinois
$79.3M +$24.6M +208,519 +45%
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$79.2M – – –
JHCM
89
Juniper Hill Capital Management
California
$79M +$79M +669,200 New
BCI
90
Brinker Capital Investments
Pennsylvania
$78.7M +$78.2M +662,348 +15,375%
MML Investors Services
91
MML Investors Services
Massachusetts
$77.1M +$15.9M +134,529 +26%
FCH
92
Freestone Capital Holdings
Washington
$75.9M +$3.84M +32,522 +5%
PCIA
93
Prime Capital Investment Advisors
Kansas
$75.8M +$13M +110,101 +21%
BAAM
94
Baker Avenue Asset Management
California
$75M +$13.2M +111,743 +21%
Deutsche Bank
95
Deutsche Bank
Germany
$74M +$44.6M +377,583 +152%
HighTower Advisors
96
HighTower Advisors
Illinois
$73.9M +$2.16M +18,317 +3%
EA
97
Evergreen Advisors
Tennessee
$69.3M +$2.19M +18,529 +3%
FMC
98
First Merchants Corp
Indiana
$69.2M -$373K -3,162 -0.5%
UR
99
USCA RIA
Texas
$66.4M +$1.4M +11,864 +2%
AF
100
Alerus Financial
North Dakota
$65.4M +$4.48M +37,908 +7%
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4
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