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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 %
TCOV
1051
Trust Company of Vermont
Vermont
$346K -$25.6K -217 -7%
CAMG
1052
CWA Asset Management Group
Florida
$346K +$346K +2,929 New
BWL
1053
Bogart Wealth LLC
Virginia
$343K -$19K -161 -5%
TCM
1054
Telos Capital Management
California
$341K -$13.3K -113 -4%
FFG
1055
Fullen Financial Group
Ohio
$340K
WOSD
1056
WFA of San Diego
California
$339K -$15.8K -134 -4%
BW
1057
Bison Wealth
Georgia
$337K +$105K +893 +45%
NSIM
1058
North Star Investment Management
Illinois
$336K +$13.8K +117 +4%
ClearBridge Investments
1059
ClearBridge Investments
New York
$334K -$118 -1 -0%
UBG
1060
United Bank (Georgia)
Georgia
$334K
AWA
1061
Acorn Wealth Advisors
Michigan
$332K +$111K +939 +50%
HCP
1062
Hexagon Capital Partners
Arkansas
$326K +$326K +2,786 New
SAMC
1063
Spectrum Asset Management (Connecticut)
Connecticut
$325K -$309K -2,616 -49%
DWT
1064
Dorsey & Whitney Trust
South Dakota
$325K +$16.5K +140 +5%
SWPG
1065
Strategic Wealth Partners Group
Illinois
$322K +$45.9K +389 +17%
GL
1066
Graypoint LLC
New York
$321K +$20.2K +171 +7%
RG
1067
Rathbones Group
United Kingdom
$320K
SBIA
1068
Sheaff Brock Investment Advisors
Indiana
$319K
SB
1069
Simmons Bank
Arkansas
$319K +$110K +930 +52%
BFG
1070
Beacon Financial Group
Texas
$317K
DP
1071
Dearborn Partners
Illinois
$316K +$42.5K +360 +16%
SFC
1072
SYM Financial Corp
Indiana
$316K +$57.5K +487 +22%
PBF
1073
Petix & Botte Financial
California
$315K -$390K -3,297 -55%
CPW
1074
Catalyst Private Wealth
California
$314K +$314K +2,657 New
FWIA
1075
Fort Washington Investment Advisors
Ohio
$313K -$70.2K -594 -18%