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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 %
MMA
1126
Miracle Mile Advisors
California
$258K +$1.89K +16 +0.7%
CCMG
1127
Clark Capital Management Group
Pennsylvania
$256K -$3.06K -26 -1%
VFM
1128
Vivid Financial Management
California
$254K
WAG
1129
Winthrop Advisory Group
Massachusetts
$253K +$2.24K +19 +0.9%
IA
1130
Independence Advisors
Pennsylvania
$249K -$826 -7 -0.3%
TA
1131
TFG Advisers
Michigan
$247K +$247K +2,097 New
BHBT
1132
Burke & Herbert Bank & Trust
Virginia
$246K
DSC
1133
Duncker Streett & Co
Missouri
$246K +$473 +4 +0.2%
BFG
1134
Baron Financial Group
New Jersey
$244K +$244K +2,070 New
FC
1135
Fusion Capital
South Carolina
$244K -$353 -3 -0.1%
TTWM
1136
TCV Trust & Wealth Management
Virginia
$244K
IIA
1137
IPG Investment Advisors
California
$240K +$240K +2,034 New
APW
1138
Acima Private Wealth
Virginia
$240K -$36.9K -313 -13%
MSWMA
1139
Market Street Wealth Management Advisors
Indiana
$238K +$4.37K +37 +2%
WAAG
1140
Wealth Alliance Advisory Group
Kansas
$238K +$238K +2,013 New
WGCA
1141
Wolf Group Capital Advisors
Virginia
$236K +$236K +1,997 New
OC
1142
Oakworth Capital
Alabama
$232K
BONST
1143
Bank of Nova Scotia Trust
Ontario, Canada
$231K -$40.5K -343 -15%
LWM
1144
Lyell Wealth Management
California
$231K +$231K +1,953 New
WA
1145
Wealth Architects
California
$231K +$231K +1,954 New
LS
1146
Leelyn Smith
Illinois
$230K -$5.67K -48 -2%
NB
1147
NBT Bank
New York
$229K
ODIJL
1148
One Day In July LLC
Vermont
$226K +$226K +1,915 New
ARG
1149
Advisory Resource Group
Oklahoma
$224K +$2.83K +24 +1%
FPCM
1150
Financial Partners Capital Management
New York
$223K