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iShares Core US Aggregate Bond ETF

1,214 hedge funds and large institutions have $53.2B invested in iShares Core US Aggregate Bond ETF in 2020 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 450 increasing their positions, 508 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+23
Holders Change %
+1.93%
% of All Funds
26.82%
Holding in Top 10
287
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+16.19%
% of All Funds
6.34%
New
144
Increased
450
Reduced
508
Closed
102
Calls
$84.7M
Puts
$122M
Net Calls
-$37.5M
Net Calls Change
-$29.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GL
1001
Graypoint LLC
New York
$293K +$293K +2,545 New
SHWM
1002
Silicon Hills Wealth Management
Texas
$292K +$290K +2,509 +11,948%
WAM
1003
Weatherly Asset Management
California
$291K -$34.6K -300 -11%
BAS
1004
Brown Advisory Securities
Maryland
$290K -$194K -1,677 -40%
TCA
1005
Transcend Capital Advisors
New Jersey
$290K -$11.6K -100 -4%
CPSC
1006
Carl P. Sherr & Co
Massachusetts
$289K
NPT
1007
Nixon Peabody Trust
Massachusetts
$288K -$871K -7,565 -75%
LFG
1008
LifePlan Financial Group
Ohio
$286K -$43.2K -375 -13%
AWM
1009
Avondale Wealth Management
Texas
$286K
BWM
1010
Brickley Wealth Management
California
$283K -$312K -2,707 -52%
WAM
1011
Wealthspire Advisors (Maryland)
Maryland
$283K +$38.9K +337 +16%
WDL
1012
Well Done LLC
Michigan
$277K +$32.4K +281 +13%
HFA
1013
Huber Financial Advisors
Illinois
$275K +$15K +130 +6%
CCA
1014
Checchi Capital Advisers
California
$273K +$18.9K +164 +7%
DY
1015
Dowling & Yahnke
California
$270K -$37K -321 -12%
ODCM
1016
Old Dominion Capital Management
Virginia
$268K +$57.8K +500 +27%
CPA
1017
Clear Perspective Advisors
Illinois
$267K
PWM
1018
Perigon Wealth Management
California
$267K +$9.01K +77 +3%
DP
1019
Dearborn Partners
Illinois
$267K +$44.4K +385 +20%
CQS
1020
Credential Qtrade Securities
$267K
SW
1021
SteelPeak Wealth
California
$265K -$375K -3,245 -59%
CF
1022
Centaurus Financial
California
$258K -$185K -1,604 -42%
SFSG
1023
Stearns Financial Services Group
North Carolina
$258K -$33.1K -287 -11%
THWM
1024
Taylor Hoffman Wealth Management
Virginia
$257K
CCMG
1025
Clark Capital Management Group
Pennsylvania
$256K -$11.7K -101 -4%