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iShares Core US Aggregate Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MWP
201
Meridian Wealth Partners
Pennsylvania
$20M +$20M +173,002 New
SF
202
Synovus Financial
Georgia
$19.8M +$1.67M +14,500 +9%
PL
203
Protective Life
Alabama
$19.7M
CA
204
Cetera Advisors
Colorado
$19.7M +$865K +7,522 +5%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$19.7M +$566K +4,906 +3%
VC
206
Veracity Capital
Georgia
$19.5M -$457K -3,957 -2%
FEG
207
Fund Evaluation Group
Ohio
$19.4M -$3.31M -28,661 -15%
CA
208
Cambridge Associates
Massachusetts
$19.2M -$20M -151,433 -51%
JWM
209
Janiczek Wealth Management
Colorado
$19.2M -$1.12M -9,671 -5%
CFGS
210
Concourse Financial Group Securities
Alabama
$18.9M -$478K -4,144 -2%
BB
211
Bell Bank
North Dakota
$18.9M +$18.9M +163,612 New
WCM
212
Windham Capital Management
Massachusetts
$18.6M +$18M +156,358 +3,467%
CWM
213
Calamos Wealth Management
Illinois
$18.5M -$15.4M -133,659 -45%
CRCM
214
Corbett Road Capital Management
Virginia
$18.4M +$14.1M +122,374 +326%
EIA
215
Edgemoor Investment Advisors
Maryland
$18.3M +$535K +4,639 +3%
MWM
216
Mission Wealth Management
California
$18.2M -$9.26M -80,230 -34%
EGWAG
217
Elwood & Goetz Wealth Advisory Group
Georgia
$18.2M +$238K +2,059 +1%
AWM
218
AE Wealth Management
Kansas
$18.1M -$30.3M -262,449 -63%
NAM
219
NorthCoast Asset Management
Connecticut
$17.6M -$1.2M -10,444 -6%
VWA
220
Visionary Wealth Advisors
Illinois
$17.4M +$158K +1,370 +0.9%
VFA
221
Voya Financial Advisors
Connecticut
$17.3M -$5.97M -51,625 -26%
SPP
222
Single Point Partners
Massachusetts
$17.3M +$24.7K +214 +0.1%
FCIM
223
Fairview Capital Investment Management
California
$17.1M +$3.05M +26,470 +22%
RCAG
224
Rehmann Capital Advisory Group
Michigan
$16.9M +$16.9M +146,358 New
TCPWM
225
Traverso Chambers Private Wealth Management
California
$16.8M -$2.06M -17,844 -11%