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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
FBFS
76
First Business Financial Services
Wisconsin
$14.5M -$20.1M -188,061 -58%
MA
77
MUFG Americas
New York
$14.2M -$386K -3,600 -3%
Barclays
78
Barclays
United Kingdom
$13.7M -$29.1M -271,926 -68%
BHWM
79
Bar Harbor Wealth Management
New Hampshire
$13.5M +$796K +7,428 +6%
PAMU
80
Pictet Asset Management (UK)
United Kingdom
$13.4M +$1.25M +11,700 +10%
CCT
81
Capital City Trust
Florida
$13.3M +$10.4M +97,360 +348%
HNB
82
Huntington National Bank
Ohio
$13.3M
SBWM
83
Sunflower Bank Wealth Management
Arizona
$13.1M -$182K -1,695 -1%
AI
84
Atria Investments
North Carolina
$13M +$5.2M +48,543 +66%
NC
85
NewSquare Capital
Pennsylvania
$13M -$1.21M -11,325 -9%
AMG
86
Asset Management Group
Connecticut
$12.5M -$1.99M -18,536 -14%
CA
87
Cambridge Associates
Massachusetts
$12.5M +$12.5M +117,118 New
Ameriprise
88
Ameriprise
Minnesota
$12.4M +$3.38M +31,563 +38%
Commonwealth Equity Services
89
Commonwealth Equity Services
Massachusetts
$12M -$2.95M -27,542 -20%
CL
90
CPWM LLC
Washington
$11.5M +$1.12M +10,478 +11%
CB
91
Commerce Bank
Missouri
$11.5M -$481K -4,490 -4%
DADC
92
D.A. Davidson & Co
Montana
$11.4M +$2.76M +25,767 +32%
BCI
93
Brinker Capital Investments
Pennsylvania
$10.9M -$169K -1,577 -2%
GC
94
Guggenheim Capital
Illinois
$10.7M -$93.1K -869 -0.9%
PPA
95
Parametric Portfolio Associates
Washington
$10.6M +$198K +1,849 +2%
WA
96
Waverly Advisors
Alabama
$10.2M +$9.79M +91,416 +1,906%
Principal Financial Group
97
Principal Financial Group
Iowa
$9.83M +$9.63M +89,887 +3,647%
TAT
98
TD Ameritrade Trust
Colorado
$9.63M +$2.21M +20,627 +30%
PFM
99
Phillips Financial Management
Indiana
$9.59M +$1.99M +18,544 +26%
Cambridge Investment Research Advisors
100
Cambridge Investment Research Advisors
Iowa
$9.58M +$996K +9,299 +12%