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iShares Core US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
ZB
126
Zions Bancorporation
Utah
$33.4M +$556K +4,915 +2%
TCM
127
TD Capital Management
Tennessee
$33.2M +$33.2M +293,580 New
CAN
128
Cetera Advisor Networks
California
$33.1M +$8.72M +76,999 +36%
CG
129
Colony Group
Massachusetts
$33M +$1.07M +9,428 +3%
LPT
130
Legacy Private Trust
Wisconsin
$33M +$3.71M +32,817 +13%
PAG
131
Private Advisor Group
New Jersey
$32.9M +$9.85M +87,067 +43%
RhumbLine Advisers
132
RhumbLine Advisers
Massachusetts
$32.7M +$5.43M +47,991 +20%
FAAS
133
First Allied Advisory Services
California
$32.6M -$1.21M -10,712 -4%
FAT
134
First American Trust
California
$32.4M -$291K -2,572 -0.9%
SPIA
135
Steward Partners Investment Advisory
New York
$32.2M +$1.58M +13,980 +5%
BF
136
BOK Financial
Oklahoma
$31.8M +$3.79M +33,497 +14%
RPG
137
Resource Planning Group
Georgia
$31.7M -$4.52K -40 -0%
AWM
138
AE Wealth Management
Kansas
$30.5M -$2.3M -20,282 -7%
MML Investors Services
139
MML Investors Services
Massachusetts
$30.2M -$8.78M -77,567 -23%
GSWM
140
Golden State Wealth Management
California
$30.2M +$579K +5,119 +2%
EPP
141
ETF Portfolio Partners
Kansas
$29.4M +$796K +7,032 +3%
MWM
142
Mission Wealth Management
California
$29.4M +$9.82M +86,758 +50%
MSA
143
Mason Street Advisors
Wisconsin
$29.2M -$11M -97,500 -27%
Janney Montgomery Scott
144
Janney Montgomery Scott
Pennsylvania
$28.8M +$3.52M +31,075 +14%
UR
145
USCA RIA
Texas
$28.5M +$7.36M +65,019 +35%
Boston Partners
146
Boston Partners
Massachusetts
$27.9M +$238K +2,101 +0.9%
Citigroup
147
Citigroup
New York
$27.2M -$43.3M -382,397 -61%
RJT
148
Raymond James Trust
Florida
$27.1M +$2.82M +24,886 +12%
JWM
149
Janiczek Wealth Management
Colorado
$26.5M -$3.92M -34,636 -13%
LA
150
LVW Advisors
New York
$26.4M +$18M +159,483 +215%