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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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$2.21B +$168M +1,568,030 +8%
BlackRock
2
BlackRock
New York
$860M +$337M +3,148,498 +64%
Bank of America
3
Bank of America
North Carolina
$399M +$17.2M +160,348 +4%
BIT
4
BlackRock Institutional Trust
California
$380M +$13.7M +127,775 +4%
RJA
5
Raymond James & Associates
Florida
$248M +$9.39M +87,613 +4%
Morgan Stanley
6
Morgan Stanley
New York
$224M +$1.26M +11,794 +0.6%
BFA
7
BlackRock Fund Advisors
California
$214M +$19.2M +178,924 +10%
US Bancorp
8
US Bancorp
Minnesota
$208M +$27.9M +260,214 +15%
U
9
UBS
Switzerland
$199M +$31.4M +292,811 +19%
TCT
10
TIAA CREF Trust
Missouri
$177M +$9.61M +89,690 +6%
Prudential Financial
11
Prudential Financial
New Jersey
$171M -$5.73M -53,442 -3%
Wells Fargo
12
Wells Fargo
California
$160M +$5.51M +51,466 +4%
IG
13
ING Group
Netherlands
$151M +$98.6M +919,926 +184%
JP Morgan Chase
14
JP Morgan Chase
New York
$150M +$36.6M +341,766 +32%
ECM
15
ETrade Capital Management
Virginia
$139M +$9.14M +85,306 +7%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$127M -$2.96M -27,606 -2%
LPL Financial
17
LPL Financial
California
$126M +$1.85M +17,297 +1%
MLICM
18
Metropolitan Life Insurance Company (MetLife)
New York
$122M +$26.6M +248,752 +28%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$112M +$14M +130,996 +14%
SB
20
Suntrust Banks
Georgia
$98.2M +$13.2M +122,926 +15%
IA
21
IndexIQ Advisors
New York
$97.9M +$24.5M +228,480 +33%
KeyBank National Association
22
KeyBank National Association
Ohio
$87.6M +$6.74M +62,867 +8%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$87.5M +$88.1M +822,340 New
Citigroup
24
Citigroup
New York
$87.1M -$2.64M -24,618 -3%
BIM
25
BlackRock Investment Management
Delaware
$86M +$7.44M +69,462 +9%