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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
WT
101
Washington Trust
Rhode Island
$9.52M -$2.46M -22,996 -20%
LTFS
102
Ladenburg Thalmann Financial Services
Florida
$9.41M +$89.7K +837 +1%
MWM
103
Merriman Wealth Management
Washington
$9M +$9.06M +84,535 New
Invesco
104
Invesco
Georgia
$8.95M -$277K -2,587 -3%
NPC
105
National Planning Corporation
California
$8.85M -$4.09M -38,177 -31%
HSBC Holdings
106
HSBC Holdings
United Kingdom
$8.7M +$3.67M +34,238 +72%
TNBTD
107
Trustmark National Bank Trust Department
Mississippi
$8.62M +$308K +2,872 +4%
FA
108
FDx Advisors
Illinois
$8.51M +$6.35M +59,262 +286%
CCG
109
Cypress Capital Group
Florida
$8.5M -$2.07M -19,354 -20%
Creative Planning
110
Creative Planning
Kansas
$8.48M +$1.01M +9,460 +13%
PP
111
Prudential plc
United Kingdom
$8.46M -$1.11M -10,400 -12%
AIP
112
Ameritas Investment Partners
Nebraska
$8.13M +$2.44M +22,784 +42%
WT
113
Whittier Trust
California
$8.08M -$996K -9,295 -11%
IH
114
IFC Holdings
Florida
$7.41M +$1.35M +12,606 +22%
SCA
115
STALEY CAPITAL ADVISERS
Pennsylvania
$7.39M -$354K -3,300 -5%
HighTower Advisors
116
HighTower Advisors
Illinois
$7.17M +$6.08M +56,791 +537%
PA
117
Parkside Advisors
California
$7.16M +$7.21M +67,309 New
RhumbLine Advisers
118
RhumbLine Advisers
Massachusetts
$6.75M +$5.54M +51,738 +444%
HFS
119
HL Financial Services
Kentucky
$6.59M -$357K -3,335 -5%
BSB
120
Bangor Savings Bank
Maine
$6.29M +$999K +9,321 +19%
ASN
121
Advisory Services Network
Georgia
$6.18M -$442K -4,125 -7%
SGAM
122
Steinberg Global Asset Management
Florida
$6.17M -$3.01M -28,071 -33%
Deutsche Bank
123
Deutsche Bank
Germany
$6.15M -$6.12M -57,145 -50%
PP
124
Palladium Partners
Virginia
$6.12M -$112K -1,042 -2%
EWA
125
EP Wealth Advisors
California
$6.05M +$3.21M +29,970 +111%