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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 %
Fisher Asset Management
176
Fisher Asset Management
Washington
$29.6M +$1.57M +13,327 +6%
FBB
177
Fulton Breakefield Broenniman
Maryland
$29.5M +$1.76M +14,945 +6%
MA
178
MUFG Americas
New York
$29.4M +$614K +5,202 +2%
NEIRG
179
New England Investment & Retirement Group
Massachusetts
$29.3M +$7.32M +61,995 +33%
PA
180
Parallel Advisors
California
$29.3M +$1.24M +10,466 +4%
FAT
181
First American Trust
California
$29.2M +$1.56M +13,219 +6%
KP
182
Keel Point
Alabama
$29.2M -$294K -2,492 -1%
BF
183
BOK Financial
Oklahoma
$29.1M -$877K -7,425 -3%
Qube Research & Technologies (QRT)
184
Qube Research & Technologies (QRT)
United Kingdom
$28.9M +$28.9M +244,680 New
EPP
185
ETF Portfolio Partners
Kansas
$28.8M +$3.57M +30,197 +14%
TCM
186
Towercrest Capital Management
Pennsylvania
$28.7M +$3.5M +29,635 +14%
AssetMark Inc
187
AssetMark Inc
California
$28.6M +$8.82M +74,741 +45%
Boston Partners
188
Boston Partners
Massachusetts
$28.2M -$28.1M
RJT
189
Raymond James Trust
Florida
$28.2M +$1.47M +12,457 +6%
AWM
190
Aprio Wealth Management
Georgia
$28.2M +$9.41M +79,715 +50%
AWE
191
Avidian Wealth Enterprises
Texas
$28M -$9.02M -76,404 -24%
HCM
192
Howard Capital Management
Georgia
$27.9M +$1.95M +16,488 +7%
CAPTRUST Financial Advisors
193
CAPTRUST Financial Advisors
North Carolina
$27.7M -$3.82M -32,313 -12%
FFN
194
Focus Financial Network
Minnesota
$27.7M +$2.57M +21,777 +10%
WC
195
Whitney & Co
New York
$27.4M +$1.11M +9,406 +4%
G
196
Gainplan
Michigan
$27.3M -$77.6K -657 -0.3%
SHGA
197
Sand Hill Global Advisors
California
$27.3M +$3.55M +30,105 +15%
CB
198
Commerce Bank
Missouri
$26.8M +$10.9M +92,408 +69%
SBWM
199
Sunflower Bank Wealth Management
Arizona
$26.8M +$1.15M +9,725 +4%
VHAM
200
Van Hulzen Asset Management
California
$26.7M +$2.62M +22,191 +11%