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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
VC
201
Vicus Capital
Pennsylvania
$1.56M -$638K -5,953 -29%
SCA
202
Salient Capital Advisors
Texas
$1.54M -$132K -1,232 -8%
KFC
203
Klingenstein Fields & Co
New York
$1.51M +$21.4K +200 +1%
ATC
204
Argent Trust Company
Louisiana
$1.49M +$75.5K +705 +5%
JIP
205
Jaffetilchin Investment Partners
Florida
$1.45M -$217K -2,029 -13%
EWM
206
Empirical Wealth Management
Washington
$1.44M +$148K +1,382 +11%
IAS
207
INR Advisory Services
Pennsylvania
$1.42M -$17.2K -161 -1%
Truist Financial
208
Truist Financial
North Carolina
$1.4M -$400K -3,730 -22%
GIP
209
Greatmark Investment Partners
Georgia
$1.39M -$8.25K -77 -0.6%
BHB
210
Bank Hapoalim BM
Israel
$1.39M +$1.08M +10,050 New
OC
211
Oppenheimer & Co
New York
$1.38M +$7.29K +68 +0.5%
Mariner
212
Mariner
Kansas
$1.33M -$429K -4,003 -24%
BAM
213
Brave Asset Management
New Jersey
$1.3M +$1.31M +12,200 New
BWAM
214
Boyd Watterson Asset Management
Ohio
$1.3M -$7.18K -67 -0.5%
CWM
215
Cranbrook Wealth Management
Michigan
$1.29M +$1.3M +12,113 New
WA
216
WFG Advisors
Texas
$1.26M -$174K -1,625 -12%
MCM
217
Maryland Capital Management
Maryland
$1.24M +$49.9K +466 +4%
AP
218
Advisors Preferred
Maryland
$1.2M +$1.21M +11,257 New
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
$1.2M -$7.35M -68,571 -86%
FAT
220
First American Trust
California
$1.19M +$18.9K +176 +2%
LWA
221
Lenox Wealth Advisors
New York
$1.18M +$175K +1,632 +17%
V
222
Veritable
Delaware
$1.18M -$25.1K -234 -2%
HS
223
Huntington Steele
Pennsylvania
$1.16M +$6.43K +60 +0.6%
PMFA
224
Plante Moran Financial Advisors
Michigan
$1.13M +$14.5K +135 +1%
CPO
225
Cerity Partners OCIO
New York
$1.13M +$91.9K +858 +9%