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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 %
JWBC
1201
John W. Brooker & Co
California
$7K
RAM
1202
Riggs Asset Management
Pennsylvania
$6K
NL
1203
NWAM LLC
Washington
$5.31K +$550 +4,771 +12%
SW
1204
SVB Wealth
Massachusetts
$5K -$4.38M -43,804 -100%
PC
1205
Permanens Capital
New York
$5K +$5K +44 New
EWP
1206
Engrave Wealth Partners
Texas
$4K -$60.7K -546 -94%
CWA
1207
Core Wealth Advisors
Florida
$4K +$4K +39 New
BAMG
1208
Brand Asset Management Group
Missouri
$3K -$20.1K -181 -87%
JFA
1209
JNBA Financial Advisors
Minnesota
$3K -$2.54K -22 -46%
IRC
1210
Investors Research Corp
Georgia
$3K
NR
1211
Newfound Research
Massachusetts
$2K -$143 -1 -7%
PP
1212
PrairieView Partners
Minnesota
$2K +$2K +19 New
BMM
1213
Berkshire Money Management
Massachusetts
$2K +$2K +20 New
AIA
1214
Armor Investment Advisors
North Carolina
$1K
HGWM
1215
Harvest Group Wealth Management
Massachusetts
$1K
CCM
1216
Cribstone Capital Management
Maine
$1K
HFA
1217
HC Financial Advisors
California
$1K +$1K +10 New
AIMCA
1218
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$329M -2,925,000 Closed
CSIA
1219
Charles Schwab Investment Advisory
California
-$176M -1,566,405 Closed
TC
1220
Toews Corporation
New Jersey
-$104M -924,475 Closed
SCP
1221
Stamos Capital Partners
California
-$46.5M -414,049 Closed
Public Sector Pension Investment Board (PSP Investments)
1222
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
-$24.7M -220,000 Closed
CL
1223
Cabana LLC
Arkansas
-$21.4M -190,163 Closed
FIA
1224
Foundations Investment Advisors
Arizona
-$18.1M -159,865 Closed
GI
1225
Glovista Investments
New Jersey
-$14.1M -125,205 Closed