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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 %
HW
501
Hedeker Wealth
Illinois
$49K +$49K +449 New
WRM
502
Westport Resources Management
Connecticut
$48K +$4.3K +39 +10%
HCM
503
Horrell Capital Management
Arkansas
$44K – – –
AA
504
Apriem Advisors
California
$44K – – –
FANJ
505
Financial Architects (New Jersey)
New Jersey
$42K +$42K +385 New
KTC
506
Kistler-Tiffany Companies
Pennsylvania
$36K – – –
GI
507
Gradient Investments
Minnesota
$34K -$1.09K -10 -3%
SNT
508
Security National Trust
West Virginia
$28K – – –
SA
509
SRH Advisors
Kansas
$28K – – –
LNB
510
Ledyard National Bank
$27K – – –
PSUF
511
People's United Financial
Connecticut
$23K – – –
BAM
512
Barrett Asset Management
New York
$23K – – –
GWS
513
Glassman Wealth Services
Virginia
$23K +$23K +209 New
VNA
514
Valley National Advisers
Pennsylvania
$23K +$23K +220 New
ST
515
Smithfield Trust
Pennsylvania
$19K – – –
MAS
516
Madden Advisory Services
Florida
$18K – – –
RAM
517
Riggs Asset Management
Pennsylvania
$17K – – –
WCBA
518
Weaver C. Barksdale & Associates
Tennessee
$16K -$16K -145 -50%
First Manhattan
519
First Manhattan
New York
$14K – – –
TCCM
520
Timber Creek Capital Management
Massachusetts
$14K – – –
CP
521
Corbenic Partners
Pennsylvania
$14K +$14K +127 New
CTC
522
Central Trust Company
Missouri
$14K +$14K +131 New
BKA
523
Brick & Kyle Associates
Pennsylvania
$13K +$13K +117 New
RC
524
RegentAtlantic Capital
New Jersey
$10.1K +$10.1K +92 New
ACS
525
Archford Capital Strategies
Illinois
$9K +$9K +79 New
19 20
21
22 23