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iShares Core US Aggregate Bond ETF

420 hedge funds and large institutions have $9.65B invested in iShares Core US Aggregate Bond ETF in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 149 increasing their positions, 153 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 19

19% more funds holding in top 10

Funds holding in top 10: 5262 (+10)

14% more funds holding

Funds holding: 370420 (+50)

8% more capital invested

Capital invested by funds: $8.94B → $9.65B (+$715M)

2.88% more ownership

Funds ownership: 60.04%62.92% (+2.9%)

3% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 153

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $575K

Holders
420
Holders Change
+50
Holders Change %
+13.51%
% of All Funds
12.19%
Holding in Top 10
62
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.23%
% of All Funds
1.8%
New
74
Increased
149
Reduced
153
Closed
19
Calls
Puts
$575K
Net Calls
-$575K
Net Calls Change
-$575K
Name Holding Trade Value Shares
Change
Change in
Stake
BOK
276
Bank of Kentucky
Kentucky
$597K +$5.79K +54 +1%
TCOT
277
Trust Company of Toledo
Ohio
$587K +$34.3K +320 +6%
WCA
278
Westover Capital Advisors
Delaware
$586K -$37.6K -351 -6%
BBA
279
BLB&B Advisors
Pennsylvania
$586K
PO
280
Private Ocean
California
$576K +$579K +5,408 New
ACP
281
Aviance Capital Partners
Florida
$565K -$110K -1,031 -16%
SIM
282
SSI Investment Management
California
$564K
WTC
283
WhitTier Trust Company
Nevada
$563K +$19.9K +186 +4%
Thrivent Financial for Lutherans
284
Thrivent Financial for Lutherans
Minnesota
$558K -$280K -2,614 -33%
ICAS
285
Investors Capital Advisory Services
Massachusetts
$553K -$20.7K -193 -4%
PSW
286
Portfolio Strategies (Washington)
Washington
$552K +$556K +5,189 New
Rafferty Asset Management
287
Rafferty Asset Management
New York
$540K -$40.1K -374 -7%
LWM
288
Lenox Wealth Management
Ohio
$535K +$538K +5,024 New
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
$528K -$164K -1,532 -24%
FWP
290
FAS Wealth Partners
Kansas
$519K +$522K +4,873 New
BCM
291
Brookmont Capital Management
Texas
$516K +$73.9K +690 +17%
CANC
292
Culbertson A N & Co
Virginia
$496K -$2.14K -20 -0.4%
Kayne Anderson Rudnick Investment Management
293
Kayne Anderson Rudnick Investment Management
California
$489K +$17.4K +162 +4%
CAL
294
Capital Advisors Ltd
Ohio
$488K +$492K +4,588 New
BFC
295
Blue Fin Capital
Rhode Island
$483K +$486K +4,535 New
STMM
296
South Texas Money Management
Texas
$479K -$76.8K -717 -14%
WB
297
WesBanco Bank
West Virginia
$479K +$5.46K +51 +1%
OC
298
Oakworth Capital
Alabama
$479K +$483K +4,505 New
CG
299
Colony Group
Massachusetts
$476K +$479K +4,468 New
AFIA
300
America First Investment Advisors
Nebraska
$469K -$14.1K -132 -3%