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iShares Core US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
1001
Cranbrook Wealth Management
Michigan
$428K -$2.84K -24 -0.7%
CAM
1002
Cubic Asset Management
Massachusetts
$427K
RCM
1003
Rain Capital Management
Oregon
$427K +$2.13K +18 +0.5%
TC
1004
Trust Company
Kansas
$426K -$48.8K -413 -10%
NFG
1005
Nations Financial Group
Iowa
$426K +$9.81K +83 +2%
BOS
1006
Bingham Osborn & Scarborough
California
$424K
CFO
1007
CVA Family Office
Colorado
$424K +$12.3K +104 +3%
DFG
1008
Demars Financial Group
Washington
$424K +$58.6K +497 +16%
AFIA
1009
America First Investment Advisors
Nebraska
$423K -$192K -1,627 -31%
PWM
1010
Paulson Wealth Management
Illinois
$423K +$236 +2 +0.1%
CCM
1011
Crabel Capital Management
California
$422K +$92.3K +782 +28%
WPA
1012
West Paces Advisors
Georgia
$422K -$685K -5,800 -62%
WF
1013
Welch & Forbes
Massachusetts
$420K
NCM
1014
Noesis Capital Mangement
Florida
$419K +$40.5K +343 +11%
RWA
1015
Ropes Wealth Advisors
Massachusetts
$415K +$591 +5 +0.1%
CWM
1016
Cordatus Wealth Management
Pennsylvania
$415K +$415K +3,517 New
MW
1017
Marcum Wealth
Ohio
$413K -$572K -4,844 -58%
LNWWM
1018
Laird Norton Wetherby Wealth Management
California
$413K -$9.91K -84 -2%
CA
1019
Claro Advisors
Massachusetts
$407K +$37.9K +321 +10%
KIM
1020
Karpus Investment Management
New York
$404K
VCS
1021
Vaughan & Co Securities
New Jersey
$403K
CAM
1022
Concorde Asset Management
Michigan
$402K -$668K -5,653 -62%
BEI
1023
Benjamin Edwards Inc
Missouri
$401K -$1.23M -10,460 -75%
VFA
1024
Valeo Financial Advisors
Indiana
$398K -$420K -3,558 -51%
SCM
1025
Spreng Capital Management
Ohio
$395K