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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
FFC
151
First Financial Corp
Indiana
$3.39M -$10.2K -95 -0.3%
PRA
152
Parametric Risk Advisors
Connecticut
$3.38M
Allianz Asset Management
153
Allianz Asset Management
Germany
$3.37M +$3.39M +31,632 New
IFS
154
Ifrah Financial Services
Arkansas
$3.3M +$5.46K +51 +0.2%
CTA
155
Chesley Taft & Associates
Illinois
$3.2M +$32.1K +300 +1%
BAC
156
Boys Arnold & Co
North Carolina
$3.12M +$82K +765 +3%
FBNAT
157
FirstMerit Bank N.A. Trustee
Ohio
$3.06M -$107K -1,000 -3%
EIM
158
Emerson Investment Management
Massachusetts
$3.02M -$10.1K -94 -0.3%
RCAG
159
Rehmann Capital Advisory Group
Michigan
$3M -$436K -4,073 -13%
RJT
160
Raymond James Trust
Florida
$2.98M +$687K +6,408 +30%
RJFSA
161
Raymond James Financial Services Advisors
Florida
$2.97M +$61K +569 +2%
WF
162
WealthTrust Fairport
Ohio
$2.95M +$94.5K +882 +3%
CBB
163
Citizens Business Bank
California
$2.94M +$53.9K +503 +2%
AIG
164
American International Group
New York
$2.84M +$212K +1,976 +8%
WCM
165
Windsor Capital Management
Arizona
$2.79M -$441K -4,113 -14%
DWM
166
Destination Wealth Management
California
$2.65M -$1.96M -18,264 -42%
BA
167
BlackRock Advisors
Delaware
$2.62M
AWM
168
Altavista Wealth Management
North Carolina
$2.62M +$1.11M +10,381 +73%
BWFA
169
Baltimore-Washington Financial Advisors
Maryland
$2.6M +$60.5K +565 +2%
CAN
170
Cetera Advisor Networks
California
$2.55M +$305K +2,851 +14%
NG
171
NatWest Group
United Kingdom
$2.54M -$180K -1,682 -7%
CWM
172
Calamos Wealth Management
Illinois
$2.48M +$2.5M +23,300 New
TIA
173
Tiemann Investment Advisors
California
$2.46M +$2.47M +23,082 New
PAG
174
Private Advisor Group
New Jersey
$2.4M +$2.41M +22,536 New
CNB
175
City National Bank
California
$2.39M -$3.2M -29,889 -57%