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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 %
FFA
1201
Founders Financial Alliance
North Carolina
$100K +$100K +855 New
PAI
1202
Pittenger & Anderson Inc
Nebraska
$97K +$4.39K +37 +5%
RIM
1203
Rockbridge Investment Management
New York
$96K
VRM
1204
Vectors Research Management
New York
$95K
FDCDDQ
1205
Federation des caisses Desjardins du Quebec
Quebec, Canada
$94.4K +$47.2K +400 +100%
CCM
1206
Covington Capital Management
California
$94K
BFO
1207
Biltmore Family Office
North Carolina
$92K
HPC
1208
HM Payson & Co
Maine
$87K +$32.4K +276 +59%
AWA
1209
Artemis Wealth Advisors
New York
$85.1K +$118 +1 +0.1%
SSB
1210
Sandy Spring Bank
Maryland
$85K
ADL
1211
Asset Dedication LLC
California
$82K -$341K -2,909 -81%
OFG
1212
Oxford Financial Group
Indiana
$79K +$39.1K +333 +98%
LFASL
1213
Lugano Financial Advisors SA (LFA)
Switzerland
$78K
AIL
1214
AGF Investments LLC
Ontario, Canada
$78K +$14.8K +125 +23%
AWA
1215
Arkadios Wealth Advisors
Georgia
$75.4K +$118 +1 +0.2%
BWA
1216
Burt Wealth Advisors
Maryland
$74K
HIIFS
1217
Harel Insurance Investments & Financial Services
Israel
$71K
MIM
1218
Macroview Investment Management
Maryland
$71K +$71K +600 New
FPB
1219
First PREMIER Bank
South Dakota
$67K
WEC
1220
Winslow Evans & Crocker
Massachusetts
$65K -$14.1K -119 -18%
MRC
1221
Millburn Ridgefield Corp
New York
$65K +$27.6K +232 +74%
CB
1222
Community Bank
New York
$62K -$29.1K -246 -32%
BAM
1223
Barrett Asset Management
New York
$59K
TFA
1224
Transamerica Financial Advisors
Florida
$57K -$10.9M -92,331 -99%
SC
1225
Steph & Co
Wisconsin
$49K +$9.06K +76 +23%