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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 %
BRM
1026
Boston Research & Management
Massachusetts
$393K -$11.9K -101 -3%
BPCE
1027
Bank Pictet & Cie (Europe)
Germany
$391K
LNB
1028
Ledyard National Bank
$390K -$34.3K -290 -8%
FNBOSM
1029
First National Bank of South Miami
Florida
$389K +$5.32K +45 +1%
EWM
1030
Empirical Wealth Management
Washington
$386K -$37.6K -318 -9%
FSG
1031
Financial Strategies Group
Michigan
$385K -$5.9K -50 -2%
FWM
1032
Focused Wealth Management
New York
$385K
MFT
1033
Moisand Fitzgerald Tamayo
Florida
$382K
LWA
1034
Lenox Wealth Advisors
New York
$380K +$40.4K +342 +12%
HTC
1035
Haverford Trust Company
Pennsylvania
$377K
CAM
1036
Cidel Asset Management
Ontario, Canada
$376K -$304K -2,578 -45%
GC
1037
Grace Capital
Massachusetts
$370K -$168K -1,421 -31%
AIC
1038
Argus Investors Counsel
New York
$366K +$366K +3,104 New
DCM
1039
Dimension Capital Management
Florida
$365K
BOTW
1040
Bank of the West
California
$363K -$312K -2,641 -46%
IIC
1041
Ironwood Investment Counsel
Arizona
$363K +$53.6K +455 +17%
AFM
1042
Andesa Financial Management
Pennsylvania
$358K +$10.7K +91 +3%
IFO
1043
Independent Family Office
New York
$355K
ACP
1044
Ashfield Capital Partners
California
$355K +$355K +3,004 New
NAM
1045
NTV Asset Management
West Virginia
$354K +$11.8K +100 +3%
EFS
1046
Essex Financial Services
Connecticut
$354K +$20.3K +172 +6%
ONB
1047
Old National Bancorp
Indiana
$348K
BMCM
1048
Bryn Mawr Capital Management
Pennsylvania
$348K
IFG
1049
Investors Financial Group
Minnesota
$348K
NP
1050
NorthRock Partners
Minnesota
$347K +$347K +2,938 New