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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
PSUF
401
People's United Financial
Connecticut
$22K
BCM
402
Blume Capital Management
California
$22K +$21.7K +203 New
BFEC
403
Benjamin F. Edwards & Company
Missouri
$21K -$8.89K -83 -29%
PFSC
404
Peoples Financial Services Corp
Pennsylvania
$20K +$19.8K +185 New
MAS
405
Madden Advisory Services
Florida
$17K +$14.7K +137 +623%
First Manhattan
406
First Manhattan
New York
$14K +$14.2K +133 New
PSI
407
Pinnacle Summer Investments
Virginia
$10K
MA
408
MCF Advisors
Kentucky
$8K -$6.11K -57 -43%
MWP
409
MYCIO Wealth Partners
Pennsylvania
$8K
CMO
410
Covenant Multifamily Offices
Texas
$8K +$8.46K +79 New
FWM
411
Focused Wealth Management
New York
$7K
TIM
412
Tortoise Investment Management
New York
$6K
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$6K +$6.21K +58 New
SMA
414
Simply Money Advisors
Ohio
$5K +$5.46K +51 New
EWM
415
Elite Wealth Management
Washington
$4K
ECM
416
Exchange Capital Management
Michigan
$4K
WC
417
Whitnell & Co
Illinois
$4K
KCPG
418
Kavar Capital Partners Group
Kansas
$4K +$4.07K +38 New
PFO
419
Pathstone Family Office
New Jersey
$3K
SHWM
420
Smith & Howard Wealth Management
Georgia
$3K
TCM
421
Tradewinds Capital Management
Washington
$2K +$2.14K +20 New
Manulife (Manufacturers Life Insurance)
422
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.78K -$178K -1,657 -9%
Nomura Holdings
423
Nomura Holdings
Japan
-$101M -946,673 Closed
N
424
Natixis
France
-$80.4M -750,000 Closed
Jane Street
425
Jane Street
New York
-$11.7M -109,425 Closed