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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 %
RI
1076
Ridgewood Investments
New Jersey
$312K +$118 +1 +0%
CFD
1077
Creative Financial Designs
Indiana
$310K -$2.24K -19 -0.7%
TF
1078
Trek Financial
Arizona
$310K +$36.9K +312 +14%
WI
1079
Wedgewood Investors
Pennsylvania
$309K
HCA
1080
Harbour Capital Advisors
Virginia
$306K -$2.95K -25 -1%
1CM
1081
1492 Capital Management
Wisconsin
$305K +$305K +2,585 New
AFG
1082
Affinia Financial Group
Massachusetts
$304K +$69K +584 +29%
V
1083
Veritable
Delaware
$302K
MI
1084
Moneywise Inc
Virginia
$301K +$354 +3 +0.1%
BFA
1085
Beacon Financial Advisory
Ohio
$301K +$301K +2,552 New
CDIA
1086
Capital Directions Investment Advisors
Georgia
$300K -$31.1K -263 -9%
WPC
1087
Waters Parkerson & Co
Louisiana
$300K -$2.25K -19 -0.7%
MAS
1088
Managed Account Services
Florida
$298K +$36.9K +314 +14%
RPSA
1089
Richard P. Slaughter Associates
Texas
$296K -$301K -2,557 -50%
CPSC
1090
Carl P. Sherr & Co
Massachusetts
$296K
TCA
1091
Transcend Capital Advisors
New Jersey
$296K +$296K +2,510 New
NPT
1092
Nixon Peabody Trust
Massachusetts
$295K
AWM
1093
Avondale Wealth Management
Texas
$292K
AA
1094
Altman Advisors
Illinois
$291K +$291K +2,467 New
CSM
1095
CAMG Solamere Management
North Carolina
$290K
LFG
1096
LifePlan Financial Group
Ohio
$288K -$4.48K -38 -2%
JCM
1097
Janney Capital Management
Pennsylvania
$287K -$43K -364 -13%
WAM
1098
Weatherly Asset Management
California
$286K -$11.9K -101 -4%
GIM
1099
Greenwich Investment Management
Connecticut
$286K
MFW
1100
Mosaic Family Wealth
Missouri
$286K +$286K +2,423 New