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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
SF
176
Synovus Financial
Georgia
$2.38M -$500K -4,666 -17%
EK
177
Evensky & Katz
Florida
$2.31M +$332K +3,099 +17%
BHBT
178
Burke & Herbert Bank & Trust
Virginia
$2.25M -$292K -2,725 -11%
NL
179
NWAM LLC
Washington
$2.2M -$136K -1,266 -6%
NCM
180
Newgate Capital Management
Connecticut
$2.19M +$2.2M +20,538 New
SSG
181
Summit Securities Group
New York
$2.16M -$7.89M -73,644 -78%
PVH
182
Psagot Value Holdings
Israel
$2.12M +$1.5K +14 +0.1%
WSFS
183
Wilmington Savings Fund Society
Delaware
$2.08M +$71.6K +668 +4%
T
184
Thomaspartners
Massachusetts
$2.07M +$36.2K +338 +2%
FAAS
185
First Allied Advisory Services
California
$2.01M +$229K +2,134 +13%
BJL
186
Brighton Jones LLC
Washington
$2M +$115K +1,070 +6%
BJ
187
Brouwer & Janachowski
California
$1.98M +$1.99M +18,558 New
FNBT
188
FineMark National Bank & Trust
Florida
$1.96M -$91K -849 -4%
CS
189
Credit Suisse
Switzerland
$1.95M +$458K +4,274 +30%
SI
190
Stephens Inc
Arkansas
$1.92M +$107K +1,003 +6%
AA
191
Alesco Advisors
New York
$1.82M +$649K +6,054 +55%
AFG
192
Albion Financial Group
Utah
$1.81M -$77.1K -720 -4%
FNBOO
193
First National Bank of Omaha
Nebraska
$1.81M +$77.1K +720 +4%
CCFCSB
194
Cape Cod Five Cents Savings Bank
Massachusetts
$1.76M +$1.14M +10,645 +179%
ClearBridge Investments
195
ClearBridge Investments
New York
$1.75M -$2.89K -27 -0.2%
EFSCE
196
Enterprise Financial Services Corp (EFSC)
Missouri
$1.69M -$148K -1,386 -8%
SFG
197
SNS Financial Group
Minnesota
$1.65M -$393K -3,666 -19%
Sumitomo Mitsui Trust Group
198
Sumitomo Mitsui Trust Group
Japan
$1.65M +$1.32M +12,332 +391%
CA
199
Cetera Advisors
Colorado
$1.61M -$81.7K -763 -5%
FHA
200
First Horizon Advisors
Tennessee
$1.56M +$17.7K +165 +1%