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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

986 hedge funds and large institutions have $46.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 422 increasing their positions, 355 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+7
Holders Change %
+0.72%
% of All Funds
21.37%
Holding in Top 10
180
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-6.74%
% of All Funds
3.9%
New
103
Increased
422
Reduced
355
Closed
81
Calls
$11.5M
Puts
$3.04M
Net Calls
+$8.41M
Net Calls Change
+$17.3M

Top Buyers

1
TC
Toews Corporation
New Jersey
$941M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$530M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$521M
4
Franklin Resources
Franklin Resources
California
$289M
5
RJA
Raymond James & Associates
Florida
$2.61B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.43B
2
TF
TIAA FSB
Florida
$123M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$6.07B
4
IG
ING Group
Netherlands
$0
5
HSBC Holdings
HSBC Holdings
United Kingdom
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
SL
101
Summitry LLC
California
$40.4M -$353K -3,234 -0.9%
FBFS
102
First Business Financial Services
Wisconsin
$39.8M +$1.43M +13,099 +4%
HighTower Advisors
103
HighTower Advisors
Illinois
$37.3M -$712K -6,529 -2%
MML Investors Services
104
MML Investors Services
Massachusetts
$37M -$7.24M -66,376 -16%
WANY
105
Wealthspire Advisors (New York)
New York
$37M -$7.58M -69,488 -17%
PFM
106
Phillips Financial Management
Indiana
$36.9M -$724K -6,683 -2%
CAN
107
Cetera Advisor Networks
California
$36.1M +$2.96M +27,110 +9%
RFC
108
Regions Financial Corp
Alabama
$35M -$498K -4,570 -1%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$35M +$7.5M +68,721 +27%
FHB
110
First Hawaiian Bank
Hawaii
$34.8M -$4.71M -43,185 -12%
DWA
111
Divergent Wealth Advisors
Utah
$33.9M +$15.2M +139,316 +81%
PAG
112
Private Advisor Group
New Jersey
$33.7M +$18.3M +167,885 +119%
FAT
113
First American Trust
California
$32.3M +$614K +5,631 +2%
FAAS
114
First Allied Advisory Services
California
$32.3M -$6.83M -62,620 -17%
BHWM
115
Bar Harbor Wealth Management
New Hampshire
$31.5M +$85.6K +785 +0.3%
CA
116
Cambridge Associates
Massachusetts
$31M +$663K +6,075 +2%
SMFG
117
Sumitomo Mitsui Financial Group
Japan
$30.9M -$2.24M -20,563 -7%
WAP
118
Wealthcare Advisory Partners
Pennsylvania
$30.7M +$1.61M +14,748 +6%
JWM
119
Janiczek Wealth Management
Colorado
$30.6M -$1.67M -15,267 -5%
CG
120
Colony Group
Massachusetts
$30.3M -$1.26M -11,583 -4%
RPG
121
Resource Planning Group
Georgia
$29.7M +$386K +3,550 +1%
FI
122
FormulaFolio Investments
Michigan
$29.6M +$10M +91,746 +51%
F
123
F3Logic
Minnesota
$28.4M -$828K -7,590 -3%
Thrivent Financial for Lutherans
124
Thrivent Financial for Lutherans
Minnesota
$28.2M +$14M +128,501 +99%
GSWM
125
Golden State Wealth Management
California
$27.8M +$27.8M +255,197 New
3 4
5
6 7