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iShares Core US Aggregate Bond ETF
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Overview Fund Activity

536 hedge funds and large institutions have $15.7B invested in iShares Core US Aggregate Bond ETF in 2014 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 215 increasing their positions, 141 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+94
Holders Change %
+21.27%
% of All Funds
14.3%
Holding in Top 10
102
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+27.5%
% of All Funds
2.72%
New
120
Increased
215
Reduced
141
Closed
17
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
-$578K

Top Buyers

1
BIT
BlackRock Institutional Trust
California
+$879M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$327M
3
Bank of America
Bank of America
North Carolina
+$303M
4
SCM
SCS Capital Management
Massachusetts
+$220M
5
QI
QS Investors
New York
+$174M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$110M
2
MCM
Makena Capital Management
California
-$60.7M
3
Citigroup
Citigroup
New York
-$58.6M
4
CC
Curian Capital
Colorado
-$45.2M
5
Lazard Asset Management
Lazard Asset Management
New York
-$38.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
26
Beaumont Financial Advisors
Massachusetts
$101M +$87.5M +794,146 +666%
Barclays
27
Barclays
United Kingdom
$99.5M +$9.42M +85,671 +10%
SB
28
Suntrust Banks
Georgia
$97.8M +$17.2M +155,801 +21%
CFG
29
CNO Financial Group
Indiana
$90.7M +$90.7M +823,500 New
MAA
30
Managed Account Advisors
New Jersey
$88.7M +$74.6M +677,828 +531%
EA
31
Efficient Advisors
Ohio
$84M -$972K -8,825 -1%
IA
32
IndexIQ Advisors
New York
$78.7M -$27.4M -248,424 -26%
ACM
33
Aviance Capital Management
Florida
$78.5M +$78.5M +713,256 New
Bank of New York Mellon
34
Bank of New York Mellon
New York
$75.5M +$12.1M +109,986 +19%
SMM
35
Stadion Money Management
Georgia
$70M +$858K +7,791 +1%
1GA
36
1st Global Advisors
Texas
$69.1M +$1.63M +14,794 +2%
Canada Pension Plan Investment Board
37
Canada Pension Plan Investment Board
Ontario, Canada
$63.3M +$63.3M +575,000 New
Ameriprise
38
Ameriprise
Minnesota
$62.8M +$27.4M +249,187 +78%
AIA
39
Alerus Investment Advisors
Minnesota
$61.8M +$1.42M +12,896 +2%
BIM
40
BlackRock Investment Management
Delaware
$60.4M +$1.91M +17,321 +3%
UCFA
41
United Capital Financial Advisors
Texas
$57.2M +$13.6M +123,587 +31%
CC
42
Curian Capital
Colorado
$55.2M -$45.2M -410,566 -45%
PC
43
Peavine Capital
Nevada
$51.7M -$2.93M -26,597 -5%
CA
44
Cambridge Associates
Massachusetts
$50.9M +$11.4M +103,154 +29%
Lazard Asset Management
45
Lazard Asset Management
New York
$50.1M -$38.8M – –
Fidelity Investments
46
Fidelity Investments
Massachusetts
$48.4M -$10.1M -91,844 -17%
TF
47
Tompkins Financial
New York
$47.8M +$5.39M +48,938 +13%
FA
48
FDx Advisors
Illinois
$47.1M +$15.8M +143,568 +51%
Deutsche Bank
49
Deutsche Bank
Germany
$46.5M +$29.2M +265,062 +169%
HI
50
Horizon Investments
North Carolina
$46.4M +$2.14M +19,456 +5%
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