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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.38B
2
AA
2
Acorns Advisers
California
$425M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$2.3B
4
Bank of America
4
Bank of America
North Carolina
$2.8B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.43B

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$5.78B
2
Charles Schwab
2
Charles Schwab
California
$397M
3
TC
3
Toews Corporation
New Jersey
$0
4
CWM
4
CIBC World Markets
New York
$0
5
Jane Street
5
Jane Street
New York
$642M
Name Holding Trade Value Shares
Change 		Shares
Change %
Victory Capital Management
101
Victory Capital Management
Texas
$65.2M -$12.2M -103,369 -16%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$64.3M +$3.06M +25,940 +5%
SFSG
103
Sound Financial Strategies Group
Mississippi
$63.5M +$177K +1,503 +0.3%
DCM
104
Disciplina Capital Management
Tennessee
$63.1M +$15.8M +133,825 +33%
TCM
105
Twele Capital Management
Minnesota
$61.7M -$91.9K -778 -0.1%
BHWM
106
Bar Harbor Wealth Management
New Hampshire
$60.9M +$7.27M +61,537 +14%
AIP
107
Ameritas Investment Partners
Nebraska
$60.5M +$3M +25,401 +5%
CCA
108
Conservest Capital Advisors
Pennsylvania
$60.5M +$1.03M +8,688 +2%
BCWM
109
Bartlett & Co Wealth Management
Ohio
$59.1M +$39.6M +335,549 +203%
BC
110
Bartlett & Co
Ohio
$59.1M +$39.7M +336,319 +205%
AF
111
Allworth Financial
California
$58.7M +$2.53M +21,404 +5%
SEIA
112
Signature Estate & Investment Advisors
California
$56.8M +$32.2M +272,650 +131%
Barclays
113
Barclays
United Kingdom
$55.8M -$38.5M -326,393 -41%
FBFS
114
First Business Financial Services
Wisconsin
$54.8M +$939K +7,954 +2%
Citigroup
115
Citigroup
New York
$54.1M +$8.02M +67,945 +17%
CTB
116
Country Trust Bank
Illinois
$51.9M +$30.1M +254,675 +138%
CAL
117
Capital Analysts LLC
Pennsylvania
$50M +$2.86M +24,254 +6%
TCM
118
TD Capital Management
Tennessee
$48.4M +$784K +6,640 +2%
AWM
119
Altavista Wealth Management
North Carolina
$48.3M +$5.71M +48,380 +13%
LI
120
LVZ Inc
Michigan
$46.8M +$1.86M +15,771 +4%
FHB
121
First Hawaiian Bank
Hawaii
$45.7M -$1.33M -11,224 -3%
PFM
122
Phillips Financial Management
Indiana
$45.4M +$389K +3,296 +0.9%
SL
123
Summitry LLC
California
$45.1M +$1.41M +11,948 +3%
SPC
124
Sigma Planning Corp
Michigan
$43.9M -$864K -7,318 -2%
Lazard Asset Management
125
Lazard Asset Management
New York
$43.6M -$42.6M – –
3 4
5
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