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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 %
WAS
1151
Winch Advisory Services
Wisconsin
$31K
ACA
1152
Aptus Capital Advisors
Alabama
$31K
VCP
1153
Verus Capital Partners
Arizona
$31K +$31K +265 New
WLPWM
1154
Walled Lake Planning & Wealth Management
Illinois
$30K +$30K +258 New
SA
1155
SRH Advisors
Kansas
$29K
EWM
1156
EPG Wealth Management
Georgia
$28K -$12.3K -107 -30%
BFC
1157
Bedel Financial Consulting
Indiana
$28K +$23.7K +206 +557%
EI
1158
Ellevest Inc
New York
$28K +$28K +239 New
WQ
1159
Wealth Quarterback
New Jersey
$27.9K
SMFS
1160
Squar Milner Financial Services
California
$24K
FDCDDQ
1161
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.1K -$22.4K -194 -49%
SQA
1162
Simon Quick Advisors
New Jersey
$23K -$233K -2,009 -91%
CWC
1163
Carolinas Wealth Consulting
North Carolina
$23K +$2.04K +18 +10%
EDRH
1164
Edmond de Rothschild Holding
Switzerland
$23K +$23K +200 New
BWM
1165
Baystate Wealth Management
Massachusetts
$23K +$23K +202 New
HDIM
1166
Hanson & Doremus Investment Management
Vermont
$22K -$4.74K -42 -18%
AWM
1167
AllSquare Wealth Management
New York
$22K
FRA
1168
Front Row Advisors
California
$22K
CB
1169
CNB Bank
Pennsylvania
$22K
BFO
1170
Biltmore Family Office
North Carolina
$22K +$22K +192 New
ME
1171
McIlrath & Eck
Washington
$21K
CS
1172
Capital Square
Tennessee
$21K +$21K +184 New
KTC
1173
Kistler-Tiffany Companies
Pennsylvania
$20K
RWA
1174
Ropes Wealth Advisors
Massachusetts
$20K +$1.71K +15 +9%
KFS
1175
Kelly Financial Services
Massachusetts
$19.3K +$19.3K +167 New