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iShares Core US Aggregate Bond ETF

444 hedge funds and large institutions have $11.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 198 increasing their positions, 142 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
444
Holders Change
+16
Holders Change %
+3.74%
% of All Funds
12.77%
Holding in Top 10
68
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+7.94%
% of All Funds
1.96%
New
43
Increased
198
Reduced
142
Closed
25
Calls
$733K
Puts
Net Calls
+$733K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Shares
Change %
HCMT
301
Highland Capital Management (Tennessee)
Tennessee
$634K -$29.2K -267 -4%
BOK
302
Bank of Kentucky
Kentucky
$627K -$219 -2 -0%
PO
303
Private Ocean
California
$622K +$14.1K +129 +2%
BPBT
304
Boston Private Bank & Trust
Massachusetts
$620K +$9.3K +85 +2%
MHS
305
M Holdings Securities
Oregon
$613K -$36.6K -335 -6%
IT
306
Independence Trust
Tennessee
$602K -$17.4K -159 -3%
Kayne Anderson Rudnick Investment Management
307
Kayne Anderson Rudnick Investment Management
California
$593K -$134K -1,226 -18%
TCOT
308
Trust Company of Toledo
Ohio
$592K -$11.7K -107 -2%
HTC
309
Haverford Trust Company
Pennsylvania
$570K
CS
310
Cannell & Spears
New York
$563K
TNB
311
Thomasville National Bank
Georgia
$546K +$35.8K +327 +7%
SIM
312
SSI Investment Management
California
$544K -$35K -320 -6%
BSW
313
Buckingham Strategic Wealth
Missouri
$543K -$95.5K -873 -15%
BCM
314
Brookmont Capital Management
Texas
$531K +$5.36K +49 +1%
BFC
315
Blue Fin Capital
Rhode Island
$531K +$35K +320 +7%
SSWM
316
Sheets Smith Wealth Management
North Carolina
$529K +$81.3K +743 +18%
WCA
317
Westover Capital Advisors
Delaware
$528K -$74.5K -681 -12%
AW
318
ACG Wealth
Georgia
$514K +$274K +2,501 +114%
CWM
319
Concert Wealth Management
California
$506K +$222K +2,132 +78%
WB
320
Webster Bank
Connecticut
$504K +$75.5K +690 +18%
CAM
321
Congress Asset Management
Massachusetts
$495K
HWA
322
Heritage Wealth Advisors
Virginia
$489K -$17.7K -161 -3%
WIM
323
Windhaven Investment Management
Massachusetts
$485K +$485K +4,433 New
CG
324
Colony Group
Massachusetts
$475K +$16.9K +154 +4%
NAM
325
North American Management
Massachusetts
$471K