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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
QLMGAA
51
QS Legg Mason Global Asset Allocation
New York
$27.8M +$6.82M +63,668 +32%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$27.3M +$10.8M +100,736 +65%
DIP
53
DT Investment Partners
Pennsylvania
$26.9M -$196K -1,831 -0.7%
B
54
Bailard
California
$26.5M -$5.11M -47,695 -16%
UCFA
55
United Capital Financial Advisors
Texas
$26.4M +$4.67M +43,574 +21%
PI
56
Placemark Investments
Illinois
$25.5M +$856K +7,988 +3%
NYLIM
57
New York Life Investment Management
New York
$25.1M +$525K +4,900 +2%
LA
58
Leonetti & Associates
Illinois
$25.1M +$836K +7,803 +3%
SL
59
Summitry LLC
California
$24.9M +$1.97M +18,393 +9%
BFA
60
Beaumont Financial Advisors
Massachusetts
$24.8M +$7.18M +66,992 +40%
SG Americas Securities
61
SG Americas Securities
New York
$24.6M -$14.9M -138,680 -37%
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$23.3M -$3.47M -32,384 -13%
SIM
63
Sigma Investment Management
Oregon
$23.2M -$77.8K -726 -0.3%
RFC
64
Regions Financial Corp
Alabama
$22.6M -$1.12M -10,428 -5%
RBC
65
Ronald Blue & Co
Georgia
$22.2M +$18.5M +172,975 +480%
TCM
66
Twele Capital Management
Minnesota
$22.1M +$949K +8,855 +4%
BT
67
Beacon Trust
New Jersey
$20.5M -$18.2K -170 -0.1%
IFA
68
Interactive Financial Advisors
Illinois
$20.3M +$132K +1,229 +0.6%
FHB
69
First Hawaiian Bank
Hawaii
$19.7M +$1.79M +16,665 +10%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$19M +$150K +1,404 +0.8%
AIM
71
Acropolis Investment Management
Missouri
$18.7M -$1.34M -12,547 -7%
Comerica Bank
72
Comerica Bank
Texas
$18.7M +$5.84M +54,471 +45%
BWM
73
Braver Wealth Management
Massachusetts
$16.2M -$15.5M -144,587 -49%
JIC
74
Johnson Investment Counsel
Ohio
$16.1M -$219K -2,043 -1%
IFWM
75
Institute for Wealth Management
Colorado
$14.6M -$2.38M -22,246 -14%