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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 %
BWFA
1151
Baltimore-Washington Financial Advisors
Maryland
$222K -$35.3K -300 -14%
AFA
1152
American Financial Advisors
Georgia
$222K +$3.9K +33 +2%
FLI
1153
Family Legacy Inc
South Carolina
$221K +$221K +1,874 New
HWM
1154
Hohimer Wealth Management
Washington
$220K +$220K +1,869 New
PFO
1155
Pathstone Family Office
New Jersey
$217K
TAM
1156
Townsend Asset Management
North Carolina
$217K +$236 +2 +0.1%
BJ
1157
Brouwer & Janachowski
California
$214K -$5.54K -47 -3%
CGFA
1158
Colton Groome Financial Advisors
North Carolina
$214K
FANJ
1159
Financial Architects (New Jersey)
New Jersey
$213K
CC
1160
Copperleaf Capital
North Carolina
$213K
IBOK
1161
Independence Bank of Kentucky
Kentucky
$210K +$139K +1,177 +196%
MC
1162
Moors & Cabot
Massachusetts
$210K +$210K +1,773 New
SFO
1163
Stokes Family Office
Louisiana
$210K +$210K +1,777 New
RWM
1164
Reston Wealth Management
Virginia
$209K +$708 +6 +0.3%
SCM
1165
Silvant Capital Management
Georgia
$206K
UTC
1166
Unified Trust Company
Kentucky
$205K +$205K +1,742 New
GCA
1167
Guardian Capital Advisors
Ontario, Canada
$204K -$212K -1,800 -51%
CWA
1168
Capital Wealth Alliance
Arizona
$204K +$204K +1,731 New
BAM
1169
Beaumont Asset Management
Texas
$203K
TLP
1170
Trinity Legacy Partners
Texas
$203K +$203K +1,722 New
APCM
1171
Alaska Permanent Capital Management
Alaska
$202K
FPGK
1172
Financial Partners Group (Kansas)
Kansas
$201K +$118 +1 +0.1%
FGA
1173
Fortis Group Advisors
New Jersey
$200K +$200K +1,700 New
PS
1174
Planned Solutions
California
$197K +$197K +1,670 New
CHC
1175
City Holding Co
West Virginia
$190K -$10.1K -85 -5%