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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 %
PCIA
101
Prime Capital Investment Advisors
Kansas
$47.8M +$9.42M +81,670 +25%
FHB
102
First Hawaiian Bank
Hawaii
$47.7M +$2.22M +19,241 +5%
VCM
103
Virtue Capital Management
Tennessee
$46.9M +$42.8M +370,609 +1,033%
TCM
104
TD Capital Management
Tennessee
$46.7M +$516K +4,471 +1%
CAL
105
Capital Analysts LLC
Pennsylvania
$46.5M -$157K -1,361 -0.3%
Lazard Asset Management
106
Lazard Asset Management
New York
$46.4M -$41M
BHWM
107
Bar Harbor Wealth Management
New Hampshire
$45.5M +$5.27M +45,648 +13%
Barclays
108
Barclays
United Kingdom
$45.3M -$110M -952,872 -71%
MML Investors Services
109
MML Investors Services
Massachusetts
$44.8M +$8.65M +74,988 +24%
PFM
110
Phillips Financial Management
Indiana
$44.8M -$1.49M -12,986 -3%
FBFS
111
First Business Financial Services
Wisconsin
$44.7M +$1.64M +14,190 +4%
GAM
112
GQ Asset Management
New York
$44.3M -$44.6M -386,769 -50%
LPT
113
Legacy Private Trust
Wisconsin
$44M -$1.58M -13,704 -3%
LI
114
LVZ Inc
Michigan
$44M +$881K +7,638 +2%
AWE
115
Avidian Wealth Enterprises
Texas
$43.5M -$1.69M -14,666 -4%
AWM
116
Altavista Wealth Management
North Carolina
$43.2M -$801K -6,940 -2%
DCM
117
Disciplina Capital Management
Tennessee
$43.1M -$4.68M -40,555 -10%
SL
118
Summitry LLC
California
$42.9M -$388K -3,360 -0.9%
NC
119
NewSquare Capital
Pennsylvania
$42.2M +$22.5M +195,096 +114%
MSA
120
Mason Street Advisors
Wisconsin
$41.1M +$7.33M +63,500 +22%
PPA
121
Parametric Portfolio Associates
Washington
$41.1M -$52M -450,694 -56%
PWAG
122
Polaris Wealth Advisory Group
California
$41.1M +$40.9M +354,511 +18,958%
WCM
123
Wealthcare Capital Management
Virginia
$40.9M +$38.1M +330,370 +1,378%
RFC
124
Regions Financial Corp
Alabama
$40.8M -$21.8K -189 -0.1%
CG
125
Colony Group
Massachusetts
$40.5M -$1.28M -11,120 -3%