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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

1,040 hedge funds and large institutions have $51.7B invested in iShares Core US Aggregate Bond ETF in 2019 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 502 increasing their positions, 335 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,040
Holders Change
+34
Holders Change %
+3.38%
% of All Funds
22.84%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
4.46%
New
93
Increased
502
Reduced
335
Closed
52
Calls
$5.27M
Puts
$7.69M
Net Calls
-$2.42M
Net Calls Change
-$8.34M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$773M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$286M
3
US Bancorp
US Bancorp
Minnesota
+$220M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$159M
5
RJA
Raymond James & Associates
Florida
+$141M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.48B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$528M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$408M
4
Jane Street
Jane Street
New York
-$307M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
FI
101
FormulaFolio Investments
Michigan
$43.4M +$12.1M +106,884 +39%
AWE
102
Avidian Wealth Enterprises
Texas
$43.1M +$43.1M +381,181 New
Cambridge Investment Research Advisors
103
Cambridge Investment Research Advisors
Iowa
$43M +$10.5M +92,985 +32%
WSTAM
104
Wilbanks Smith & Thomas Asset Management
Virginia
$42.6M +$5.07M +44,827 +14%
FHB
105
First Hawaiian Bank
Hawaii
$42.6M +$4.02M +35,523 +10%
FBFS
106
First Business Financial Services
Wisconsin
$42.6M +$200K +1,763 +0.5%
SL
107
Summitry LLC
California
$42.1M +$182K +1,608 +0.4%
LI
108
LVZ Inc
Michigan
$40.8M +$39.2M +346,546 +2,456%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$40.4M -$15.4M -136,420 -28%
AWM
110
Altavista Wealth Management
North Carolina
$39.3M +$5.29M +46,721 +16%
SCP
111
Stamos Capital Partners
California
$39M +$8.11M +71,631 +26%
VFA
112
Voya Financial Advisors
Connecticut
$38.8M +$17.2M +151,830 +79%
CA
113
Cambridge Associates
Massachusetts
$37.3M +$6.61M +58,419 +22%
PCIA
114
Prime Capital Investment Advisors
Kansas
$37M +$6.42M +56,687 +21%
SPC
115
Sigma Planning Corp
Michigan
$36.4M +$2.92M +25,780 +9%
RFC
116
Regions Financial Corp
Alabama
$36.1M -$1.17M -10,312 -3%
WAP
117
Wealthcare Advisory Partners
Pennsylvania
$35.7M +$2.46M +21,734 +7%
WANY
118
Wealthspire Advisors (New York)
New York
$35.4M -$1.13M -9,974 -3%
DWA
119
Divergent Wealth Advisors
Utah
$35.2M -$9.99M -88,302 -22%
QFA
120
Quattro Financial Advisors
Texas
$35.2M +$539K +4,746 +2%
IDA
121
Intelligence Driven Advisers
California
$34.6M +$17.7M +156,767 +106%
BHWM
122
Bar Harbor Wealth Management
New Hampshire
$34.4M +$1.05M +9,289 +3%
SMFG
123
Sumitomo Mitsui Financial Group
Japan
$34.3M +$3.72M +32,878 +12%
F
124
F3Logic
Minnesota
$34.2M -$5.35M -47,285 -14%
EBT
125
Enterprise Bank & Trust
Massachusetts
$33.6M +$1.31M +11,614 +4%
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5
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