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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 %
AIL
1126
AGF Investments LLC
Ontario, Canada
$62K -$1.97K -17 -3%
BAM
1127
Barrett Asset Management
New York
$58K
TFS
1128
TrustCore Financial Services
Tennessee
$55K -$121K -1,062 -69%
HPC
1129
HM Payson & Co
Maine
$54K -$46.6K -400 -46%
SFA
1130
Semmax Financial Advisors
North Carolina
$54K
MCM
1131
McMillion Capital Management
North Carolina
$53K
WEC
1132
Winslow Evans & Crocker
Massachusetts
$52K
SFSIG
1133
San Francisco Sentry Investment Group
California
$52K +$52K +450 New
ADL
1134
Asset Dedication LLC
California
$50K
FA
1135
Faithward Advisors
Pennsylvania
$49K -$45.9K -400 -48%
PFBT
1136
Parkside Financial Bank & Trust
Missouri
$49K +$49K +428 New
RCA
1137
Rowland Carmichael Advisors
Arizona
$46K -$19.7K -170 -30%
AAMA
1138
Advanced Asset Management Advisors
Ohio
$46K
AIM
1139
Anchor Investment Management
South Carolina
$44.8K
FMII
1140
Farmers & Merchants Investments Inc
Nebraska
$43K -$18.6K -161 -30%
CICI
1141
Capital Investment Counsel Inc
North Carolina
$43K
LWS
1142
Lucia Wealth Services
California
$43K +$43K +372 New
HCC
1143
Hirtle Callaghan & Co
Pennsylvania
$40K -$39K
LWANC
1144
Laurel Wealth Advisors (North Carolina)
North Carolina
$39K -$2.2K -19 -5%
DOA
1145
D'Orazio & Associates
Virginia
$38K
RFWA
1146
RPg Family Wealth Advisory
Massachusetts
$37.3K
BCA
1147
Berman Capital Advisors
Georgia
$36K -$39.8K -354 -53%
FPB
1148
First PREMIER Bank
South Dakota
$35K +$20.5K +176 +141%
SC
1149
Steph & Co
Wisconsin
$34K -$15.4K -132 -31%
TIM
1150
Tortoise Investment Management
New York
$31K -$6.66K -58 -18%