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iShares Core US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
CWC
1251
Carolinas Wealth Consulting
North Carolina
$26K +$1.67K +14 +7%
KPCM
1252
Kings Point Capital Management
New York
$24K +$24K +200 New
HDIM
1253
Hanson & Doremus Investment Management
Vermont
$23K
AWM
1254
AllSquare Wealth Management
New York
$23K
FRA
1255
Front Row Advisors
California
$22K
KTC
1256
Kistler-Tiffany Companies
Pennsylvania
$21K
ME
1257
McIlrath & Eck
Washington
$21K
IRC
1258
Investors Research Corp
Georgia
$21K +$18.2K +153 +638%
PIP
1259
Peachtree Investment Partners
Florida
$20K
JAWM
1260
J. Arnold Wealth Management
Ohio
$20K +$20K +166 New
KFS
1261
Kelly Financial Services
Massachusetts
$19.9K +$118 +1 +0.6%
PP
1262
Pacifica Partners
Canada
$18K
TWA
1263
TCI Wealth Advisors
Arizona
$18K
SNT
1264
Security National Trust
West Virginia
$18K
CHA
1265
Carmichael Hill & Associates
Maryland
$17K
PCFFS
1266
Pacific Center for Financial Services
California
$17K
BWM
1267
BNC Wealth Management
Oregon
$16K +$16K +134 New
PK
1268
Pflug Koory
Nebraska
$15K
NG
1269
NWK Group
California
$14K
NFSG
1270
Newbridge Financial Services Group
Florida
$14K +$14K +115 New
RFWA
1271
RPg Family Wealth Advisory
Massachusetts
$11.8K -$26.3K -223 -69%
SWA
1272
Sutton Wealth Advisors
Florida
$11.2K +$11.2K +95 New
PP
1273
Paloma Partners
Connecticut
$11K
LDFR
1274
Lehman & Derafelo Financial Resources
Pennsylvania
$10K
RCA
1275
Ranch Capital Advisors
Florida
$10K