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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 %
RCA
1176
Rowland Carmichael Advisors
Arizona
$184K +$137K +1,163 +293%
HFA
1177
Hoover Financial Advisors
Pennsylvania
$180K +$592 +5 +0.3%
GI
1178
Gradient Investments
Minnesota
$170K +$96.6K +818 +132%
SFSG
1179
Stearns Financial Services Group
North Carolina
$168K -$14.7K -124 -8%
1IA
1180
1834 Investment Advisors
Wisconsin
$168K
LWM
1181
Liberty Wealth Management
California
$163K +$18.2K +154 +13%
GWS
1182
Glassman Wealth Services
Virginia
$161K +$52.4K +443 +48%
EWM
1183
Elmwood Wealth Management
California
$154K
GFPC
1184
Global Financial Private Client
Florida
$149K
WIM
1185
Westside Investment Management
California
$147K +$2.77K +853 +2%
WC
1186
Westwind Capital
New Mexico
$146K +$6.98K +59 +5%
BCA
1187
Bray Capital Advisors
Florida
$142K
JAM
1188
JCIC Asset Management
Ontario, Canada
$139K
LWA
1189
Lowe Wealth Advisors
Maryland
$137K +$13.6K +115 +11%
RG
1190
Retirement Group
California
$137K +$45.1K +383 +49%
SIM
1191
Sonora Investment Management
Arizona
$136K +$23K +195 +20%
SIC
1192
Salem Investment Counselors
North Carolina
$135K -$7.9K -67 -6%
SFSIG
1193
San Francisco Sentry Investment Group
California
$133K +$14.7K +125 +12%
CCA
1194
Column Capital Advisors
Indiana
$123K -$34K -288 -22%
HFRG
1195
Houlihan Financial Resource Group
Virginia
$122K +$122K +1,041 New
TFA
1196
Toth Financial Advisory
Virginia
$121K -$2.01K -17 -2%
JCM
1197
Jacobi Capital Management
Pennsylvania
$118K -$1.3M -10,975 -92%
HS
1198
Horan Securities
United States
$115K -$21.3K -180 -16%
PG
1199
Proffitt & Goodson
Tennessee
$115K -$1.76K -15 -2%
SFPG
1200
Stonebridge Financial Planning Group
Florida
$101K -$58.7K -499 -37%