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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
RNS
376
Robert N. Shapiro
$124K
CTC
377
Central Trust Company
Missouri
$120K +$121K +1,130 New
JA
378
JOYN Advisors
Georgia
$113K -$63.3K -591 -36%
GI
379
Gradient Investments
Minnesota
$111K +$30.5K +285 +37%
S
380
SignatureFD
Georgia
$104K
AIM
381
AMI Investment Management
Indiana
$101K +$101K +945 New
OIA
382
Optimum Investment Advisors
Illinois
$98K -$73.6K -687 -43%
Bessemer Group
383
Bessemer Group
New Jersey
$96K -$364K -3,402 -79%
FMII
384
Farmers & Merchants Investments Inc
Nebraska
$85K
JFGIW
385
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$85K
ICM
386
ICC Capital Management
Florida
$84K
TWA
387
TCI Wealth Advisors
Arizona
$84K +$10.8K +101 +15%
LFG
388
LifePlan Financial Group
Ohio
$78K +$4.5K +42 +6%
JFA
389
JNBA Financial Advisors
Minnesota
$71K +$13.9K +130 +24%
ST
390
Stifel Trust
Missouri
$64K -$10.7K -100 -14%
EMA
391
Efficient Market Advisors
California
$62K
AC
392
Alexandria Capital
Virginia
$59K
M&T Bank
393
M&T Bank
New York
$50K
BC
394
Bartlett & Co
Ohio
$49K
WRM
395
Westport Resources Management
Connecticut
$42K -$214 -2 -0.5%
KTC
396
Kistler-Tiffany Companies
Pennsylvania
$35K
TCCM
397
Timber Creek Capital Management
Massachusetts
$34K +$5.14K +48 +17%
SNT
398
Security National Trust
West Virginia
$27K
SA
399
SRH Advisors
Kansas
$27K +$26.8K +250 New
CCM
400
Chilton Capital Management
Texas
$24.7K