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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
AssetMark Inc
126
AssetMark Inc
California
$6.03M -$9.92M -92,641 -62%
AIA
127
Alerus Investment Advisors
Minnesota
$5.99M +$2.29M +21,374 +61%
AEPG
128
American Economic Planning Group
New Jersey
$5.97M +$6.01M +56,075 New
SIM
129
Sentry Investment Management
Wisconsin
$5.75M +$2.14M +19,961 +59%
MAM
130
Marquette Asset Management
Minnesota
$5.73M -$112K -1,041 -2%
SC
131
SouthState Corp
Florida
$5.69M +$972K +9,075 +20%
William Blair & Company
132
William Blair & Company
Illinois
$5.41M -$70.5K -658 -1%
LWM
133
LBA Wealth Management
Florida
$5.14M +$5.17M +48,253 New
LS
134
Lattice Strategies
Pennsylvania
$4.96M +$45.5K +425 +0.9%
CMP
135
Courage Miller Partners
Virginia
$4.91M -$1.14M -10,671 -19%
CFS
136
Community Financial System
New York
$4.83M +$536K +5,000 +12%
ST
137
Sentinel Trust
Texas
$4.55M +$107K +1,000 +2%
SI
138
SII Investments
Wisconsin
$4.54M +$709K +6,620 +18%
PWW
139
Pettyjohn Wood & White
Virginia
$4.15M -$118K -1,100 -3%
PFA
140
Pure Financial Advisors
California
$4.03M -$165K -1,536 -4%
Natixis Advisors
141
Natixis Advisors
Massachusetts
$4.01M -$188K -1,759 -4%
FIG
142
Fusion Investment Group
Pennsylvania
$3.94M +$3.96M +36,970 New
B
143
Baird
Wisconsin
$3.87M -$354K -3,302 -8%
PAS
144
Partnervest Advisory Services
California
$3.71M +$3.69M +34,420 +7,823%
HCM
145
Hollencrest Capital Management
California
$3.68M +$3.71M +34,616 New
CFB
146
Cullen/Frost Bankers
Texas
$3.56M +$507K +4,737 +17%
FTIOP
147
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.51M -$52.8K -493 -1%
NEPWA
148
New England Private Wealth Advisors
Massachusetts
$3.5M -$1.23M -11,473 -26%
SP
149
Sarasin & Partners
United Kingdom
$3.47M -$283K -2,640 -7%
PIA
150
Peachtree Investment Advisors
Georgia
$3.44M +$3.46M +32,288 New