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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 %
EGWAG
201
Elwood & Goetz Wealth Advisory Group
Georgia
$26.3M +$4.74M +40,148 +22%
FHA
202
First Horizon Advisors
Tennessee
$26.3M +$1.47M +12,465 +6%
MA
203
Mutual Advisors
Nebraska
$26.1M +$2.01M +17,065 +8%
WIP
204
Wellesley Investment Partners
Massachusetts
$25.9M -$20.8K -176 -0.1%
RPG
205
Resource Planning Group
Georgia
$25.8M +$1.11M +9,413 +4%
MTC
206
Matrix Trust Company
Colorado
$25.3M +$487K +4,128 +2%
SIM
207
SSI Investment Management
California
$25.3M -$516K -4,367 -2%
FAAS
208
First Allied Advisory Services
California
$25.2M -$7.74M -65,525 -23%
HCA
209
Heck Capital Advisors
Wisconsin
$25.1M +$538K +4,561 +2%
HI
210
Horizon Investments
North Carolina
$24.8M +$14M +119,079 +129%
RWM
211
Ritholtz Wealth Management
New York
$24.8M +$5.33M +45,161 +27%
BWM
212
BerganKDV Wealth Management
Minnesota
$24.7M +$5.84M +49,426 +31%
SWP
213
Stratos Wealth Partners
Ohio
$24.4M +$2.47M +20,910 +11%
PSUF
214
People's United Financial
Connecticut
$24.4M +$12.2K +103 +0%
EC
215
Estate Counselors
Wisconsin
$24.2M -$5.64M -47,800 -19%
RIM
216
Redwood Investment Management
Arizona
$24.1M +$187K +1,586 +0.8%
IWC
217
Integrated Wealth Concepts
Massachusetts
$24.1M +$7.62M +64,534 +46%
CM
218
Cornerstone Management
Georgia
$24.1M +$2.28M +19,281 +10%
DWM
219
Doyle Wealth Management
Florida
$23.7M +$4.58M +38,757 +24%
VWA
220
Visionary Wealth Advisors
Illinois
$23.6M +$3.55M +30,040 +18%
EGA
221
E&G Advisors
Texas
$23.4M +$3.36M +28,431 +17%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$23M +$5.52M +46,758 +32%
VC
223
Vicus Capital
Pennsylvania
$22.9M +$2.2M +18,640 +11%
SWP
224
Summit Wealth Partners
Florida
$22.8M +$9.18M +77,716 +67%
SMM
225
Stadion Money Management
Georgia
$22.8M +$793K +6,721 +4%