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iShares Core US Aggregate Bond ETF

442 hedge funds and large institutions have $12.2B invested in iShares Core US Aggregate Bond ETF in 2014 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 202 increasing their positions, 140 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
-2
Holders Change %
-0.45%
% of All Funds
12.83%
Holding in Top 10
80
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.65%
% of All Funds
2.32%
New
27
Increased
202
Reduced
140
Closed
26
Calls
$578K
Puts
$22K
Net Calls
+$556K
Net Calls Change
-$177K
Name Holding Trade Value Shares
Change
Shares
Change %
CI
376
Cambiar Investors
Colorado
$288K +$288K +2,640 New
NFG
377
NewFocus Financial Group
Washington
$286K
IPC
378
Independent Portfolio Consultants
Florida
$285K
BIM
379
Baldwin Investment Management
Pennsylvania
$280K
FPCP
380
Fort Point Capital Partners
California
$276K +$276K +2,528 New
CCMG
381
Clark Capital Management Group
Pennsylvania
$275K -$2.18K -20 -0.8%
AW
382
ACG Wealth
Georgia
$267K -$245K -2,248 -48%
FC
383
FIC Capital
New York
$262K
LNWWM
384
Laird Norton Wetherby Wealth Management
California
$257K +$257K +2,353 New
WI
385
Wedgewood Investors
Pennsylvania
$253K -$10.9K -100 -4%
DJSG
386
D.J. St. Germain
Massachusetts
$246K
AAM
387
Autus Asset Management
Arizona
$245K +$12K +110 +5%
CCT
388
Country Club Trust
Missouri
$244K -$42.1K -386 -15%
ACM
389
Alpha Capital Management
Texas
$229K +$18K +165 +9%
EC
390
Estate Counselors
Wisconsin
$228K
BRWA
391
B. Riley Wealth Advisors
Florida
$226K -$369K -3,375 -62%
1IC
392
1919 Investment Counsel
Maryland
$219K +$69.1K +631 +46%
CDIA
393
Capital Directions Investment Advisors
Georgia
$216K -$94.6K -861 -30%
VAM
394
Visionary Asset Management
Texas
$207K +$207K +1,893 +63,100%
AIM
395
AMI Investment Management
Indiana
$204K +$204K +1,890 New
BHB
396
Bank Hapoalim BM
Israel
$203K -$232K
UR
397
USCA RIA
Texas
$201K +$201K +1,842 New
APCM
398
Alaska Permanent Capital Management
Alaska
$187K +$187K +1,715 New
BBHC
399
Brown Brothers Harriman & Co
New York
$180K
WCM
400
Wealthcare Capital Management
Virginia
$167K +$57K +524 +52%