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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.14B
2
Jane Street
Jane Street
New York
+$752M
3
Charles Schwab
Charles Schwab
California
+$418M
4
Morgan Stanley
Morgan Stanley
New York
+$248M
5
RJA
Raymond James & Associates
Florida
+$222M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
-$900M
2
Creative Planning
Creative Planning
Kansas
-$788M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$754M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$545M
5
Bank of America
Bank of America
North Carolina
-$502M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBT
1251
Capital Bank & Trust
California
– -$1.56M -13,849 Closed
BAM
1252
Blueshift Asset Management
New Jersey
– -$1.54M -13,715 Closed
TI
1253
tru Independence
Oregon
– -$1.38M -11,956 Closed
FWIA
1254
Fort Washington Investment Advisors
Ohio
– -$1.3M -11,531 Closed
XSC
1255
X-Square Capital
Puerto Rico
– -$968K -8,611 Closed
LAS
1256
Lloyd Advisory Services
Georgia
– -$943K -8,393 Closed
BCM
1257
Bayesian Capital Management
New York
– -$683K -6,077 Closed
WU
1258
Wealthsimple US
New York
– -$630K -5,605 Closed
UWM
1259
USAdvisors Wealth Management
Minnesota
– -$595K -5,292 Closed
CC
1260
Claybrook Capital
Massachusetts
– -$569K -5,000 Closed
CSPIA
1261
Cary Street Partners Investment Advisory
Virginia
– -$560K -4,982 Closed
Nomura Asset Management
1262
Nomura Asset Management
Japan
– -$544K -4,843 Closed
CAW
1263
Cornerstone Advisors (Washington)
Washington
– -$505K -4,491 Closed
HCM
1264
Horan Capital Management
Maryland
– -$484K -4,308 Closed
MFG
1265
MidWestOne Financial Group
Iowa
– -$440K -3,924 Closed
DSA
1266
Droms Strauss Advisors
Missouri
– -$401K -3,561 Closed
SC
1267
Slow Capital
California
– -$373K -3,315 Closed
CCM
1268
Crabel Capital Management
California
– -$343K -3,049 Closed
ODG
1269
O'Dell Group
Ohio
– -$339K -3,014 Closed
DIM
1270
Delta Investment Management
California
– -$312K -2,778 Closed
PEA
1271
Pacific Edge Advisors
California
– -$311K -2,769 Closed
GM
1272
GeoWealth Management
Illinois
– -$296K -2,638 Closed
SW
1273
SlateStone Wealth
Florida
– -$279K -2,485 Closed
HZ
1274
Hixon Zuercher
Ohio
– -$278K -2,477 Closed
FPCG
1275
Fort Pitt Capital Group
Pennsylvania
– -$268K -2,388 Closed
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