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iShares Core US Aggregate Bond ETF

1,006 hedge funds and large institutions have $51.5B invested in iShares Core US Aggregate Bond ETF in 2019 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 462 increasing their positions, 349 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,006
Holders Change
+20
Holders Change %
+2.03%
% of All Funds
21.88%
Holding in Top 10
189
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+5%
% of All Funds
4.11%
New
90
Increased
462
Reduced
349
Closed
57
Calls
$7.25M
Puts
$1.33M
Net Calls
+$5.93M
Net Calls Change
-$2.49M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
1
Jones Financial Companies
Missouri
$6.02B -$178M -1,597,366 -3%
Wells Fargo
2
Wells Fargo
California
$5.36B +$1.09B +9,821,638 +26%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$3.04B +$1.53B +13,731,291 +101%
BlackRock
4
BlackRock
New York
$2.94B +$764M +6,863,846 +35%
RJA
5
Raymond James & Associates
Florida
$2.72B +$55.4M +497,468 +2%
Bank of America
6
Bank of America
North Carolina
$2.57B +$86.7M +778,853 +3%
Creative Planning
7
Creative Planning
Kansas
$2.45B +$302M +2,711,984 +14%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$2.11B +$40.7M +365,377 +2%
MFRM
9
Milliman Financial Risk Management
Illinois
$1.67B -$10.2M -91,515 -0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.19B +$104M +929,721 +10%
Ameriprise
11
Ameriprise
Minnesota
$1.09B -$140M -1,256,762 -11%
Allianz Asset Management
12
Allianz Asset Management
Germany
$1.05B +$8.95M +80,370 +0.9%
LPL Financial
13
LPL Financial
California
$765M +$35.8M +321,453 +5%
US Bancorp
14
US Bancorp
Minnesota
$663M +$71.6M +643,460 +12%
Morgan Stanley
15
Morgan Stanley
New York
$621M +$80.8M +725,663 +15%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$602M +$61.2M +549,271 +11%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$579M -$47.6M -427,401 -8%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$503M -$29M -260,598 -5%
QI
19
QS Investors
New York
$494M -$35.4M -318,073 -7%
CSIA
20
Charles Schwab Investment Advisory
California
$482M -$208M -1,866,436 -30%
UBS Group
21
UBS Group
Switzerland
$477M +$10.4M +93,351 +2%
TF
22
TIAA FSB
Florida
$393M +$268M +2,403,502 +213%
Betterment LLC
23
Betterment LLC
New York
$348M +$37.1M +333,268 +12%
Goldman Sachs
24
Goldman Sachs
New York
$344M -$33.9M -304,795 -9%
Franklin Resources
25
Franklin Resources
California
$307M +$12.7M +113,629 +4%