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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
$2.83B
2
Jane Street
Jane Street
New York
$752M
3
Charles Schwab
Charles Schwab
California
$418M
4
Morgan Stanley
Morgan Stanley
New York
$898M
5
RJA
Raymond James & Associates
Florida
$3.22B

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$773M
2
Creative Planning
Creative Planning
Kansas
$2.06B
3
Jones Financial Companies
Jones Financial Companies
Missouri
$5.86B
4
Allianz Asset Management
Allianz Asset Management
Germany
$340M
5
Bank of America
Bank of America
North Carolina
$2.32B
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
126
FDx Advisors
Illinois
$38.4M -$4.44M -38,490 -10%
CS
127
Credit Suisse
Switzerland
$37.1M -$30.4M -263,544 -45%
MIM
128
MetLife Investment Management
New Jersey
$37M -$53M -459,300 -59%
ZB
129
Zions Bancorporation
Utah
$36.3M -$1.93M -16,732 -5%
CBT
130
Central Bank & Trust
Kentucky
$36.3M +$7.97M +69,098 +28%
CAN
131
Cetera Advisor Networks
California
$35.9M -$13M -113,265 -27%
SPC
132
Sigma Planning Corp
Michigan
$35.4M -$2.72M -23,610 -7%
DW
133
Domani Wealth
Pennsylvania
$35.2M +$35.2M +305,359 New
HFS
134
Hantz Financial Services
Michigan
$34.7M +$34.7M +300,378 New
SMFG
135
Sumitomo Mitsui Financial Group
Japan
$34.5M -$3.76M -32,602 -10%
WANY
136
Wealthspire Advisors (New York)
New York
$34.3M -$594K -5,147 -2%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$34.1M -$9.7M -84,327 -22%
PFS
138
Prospera Financial Services
Texas
$33.6M +$11.9M +103,507 +55%
BFG
139
Bouchey Financial Group
New York
$33.2M +$683K +5,917 +2%
MAFM
140
Mid Atlantic Financial Management
Pennsylvania
$32.5M +$10.5M +91,126 +48%
QFA
141
Quattro Financial Advisors
Texas
$32.3M +$14.3M +211,624 +79%
GSWM
142
Golden State Wealth Management
California
$31.6M +$29.8M +258,601 +1,645%
F
143
F3Logic
Minnesota
$31.5M -$3.56M -30,848 -10%
PCA
144
Personal Capital Advisors
California
$30.9M +$28.6M +248,287 +1,246%
PAG
145
Private Advisor Group
New Jersey
$30.4M +$3.3M +28,646 +12%
FAAS
146
First Allied Advisory Services
California
$30.1M +$366K +3,173 +1%
KP
147
Keel Point
Alabama
$30M +$3.91M +33,928 +15%
RWP
148
Reliant Wealth Planning
Kentucky
$29.4M +$29.4M +254,820 New
RJT
149
Raymond James Trust
Florida
$29.4M +$2.35M +20,368 +9%
FAT
150
First American Trust
California
$29.2M -$1.36M -11,818 -4%
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