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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.53B
2
Wells Fargo
Wells Fargo
California
+$1.09B
3
BlackRock
BlackRock
New York
+$764M
4
Jane Street
Jane Street
New York
+$303M
5
Creative Planning
Creative Planning
Kansas
+$302M

Top Sellers

1
CSIA
Charles Schwab Investment Advisory
California
-$208M
2
BL
Balentine LLC
Georgia
-$184M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$178M
4
VCM
Virtue Capital Management
Tennessee
-$170M
5
Ameriprise
Ameriprise
Minnesota
-$140M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
101
Lazard Asset Management
New York
$43.1M -$40.6M – –
FBFS
102
First Business Financial Services
Wisconsin
$41.7M +$995K +8,939 +2%
SL
103
Summitry LLC
California
$41.3M +$24.6K +221 +0.1%
MSA
104
Mason Street Advisors
Wisconsin
$39.6M -$6.14M -55,170 -13%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$39.5M +$10.7M +95,763 +37%
PFM
106
Phillips Financial Management
Indiana
$39.3M +$1.41M +12,726 +4%
F
107
F3Logic
Minnesota
$38.8M +$9.85M +88,570 +34%
MML Investors Services
108
MML Investors Services
Massachusetts
$38.4M +$568K +5,098 +2%
FHB
109
First Hawaiian Bank
Hawaii
$37.9M +$2.42M +21,720 +7%
WSTAM
110
Wilbanks Smith & Thomas Asset Management
Virginia
$36.9M +$9.14M +82,103 +33%
RFC
111
Regions Financial Corp
Alabama
$36.7M +$936K +8,403 +3%
WANY
112
Wealthspire Advisors (New York)
New York
$35.9M -$1.82M -16,348 -5%
PPA
113
Parametric Portfolio Associates
Washington
$35.7M -$48.4M -435,094 -58%
QFA
114
Quattro Financial Advisors
Texas
$34M +$13.3M +119,058 +64%
AWM
115
Altavista Wealth Management
North Carolina
$33.5M +$26.8M +240,616 +399%
FAAS
116
First Allied Advisory Services
California
$33.3M +$255K +2,293 +0.8%
SPC
117
Sigma Planning Corp
Michigan
$33M +$5M +44,921 +18%
BHWM
118
Bar Harbor Wealth Management
New Hampshire
$32.9M +$742K +6,663 +2%
WAP
119
Wealthcare Advisory Partners
Pennsylvania
$32.7M +$1.37M +12,308 +4%
AWM
120
AE Wealth Management
Kansas
$32.3M +$23M +206,990 +249%
ZB
121
Zions Bancorporation
Utah
$32.3M +$6.75M +60,591 +26%
FAT
122
First American Trust
California
$32.1M -$894K -8,028 -3%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
$32M -$16.8M -150,645 -34%
EBT
124
Enterprise Bank & Trust
Massachusetts
$31.8M +$7.49M +67,260 +31%
CG
125
Colony Group
Massachusetts
$31.5M +$530K +4,762 +2%
3 4
5
6 7