We are live on ! Find out more
AGG icon

iShares Core US Aggregate Bond ETF
AGG

390 hedge funds and large institutions have $9.66B invested in iShares Core US Aggregate Bond ETF in 2013 Q2 according to their latest regulatory filings, with 390 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

59.4% more ownership

Funds ownership: 0% → 59.4% (+59%)

Holders
390
Holders Change
+390
Holders Change %
–
% of All Funds
12.73%
Holding in Top 10
58
Holding in Top 10 Change
+58
Holding in Top 10 Change %
% of All Funds
1.89%
New
390
Increased
–
Reduced
–
Closed
–
Calls
$32K
Puts
–
Net Calls
+$32K
Net Calls Change
+$32K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
226
Plante Moran Financial Advisors
Michigan
$1.07M +$1.1M +10,029 New
CPO
227
Cerity Partners OCIO
New York
$1.06M +$1.09M +9,887 New
LIM
228
Leavell Investment Management
Alabama
$1.03M +$1.05M +9,586 New
PA
229
Pinnacle Associates
New York
$1.02M +$1.05M +9,544 New
LWA
230
Lenox Wealth Advisors
New York
$1.01M +$1.04M +9,434 New
LW
231
Linscomb Wealth
Texas
$975K +$999K +9,094 New
MFS
232
MSI Financial Services
Massachusetts
$970K +$994K +9,052 New
AFC
233
AFT Forsyth & Company
Florida
$948K +$972K +8,845 New
CBU
234
CIBC Bank USA
Illinois
$934K +$956K +8,700 New
HW
235
Hancock Whitney
Mississippi
$926K +$949K +8,635 New
AA
236
Alesco Advisors
New York
$897K +$919K +8,365 New
ACM
237
Avalon Capital Management
California
$896K +$918K +8,360 New
JIR
238
James Investment Research
Ohio
$886K – – –
VFS
239
VSR Financial Services
Kansas
$867K +$888K +8,088 New
NB
240
NBT Bank
New York
$853K +$874K +7,961 New
DAM
241
Delta Asset Management
Tennessee
$843K +$864K +7,865 New
DSA
242
Davis Selected Advisers
Arizona
$831K +$851K +7,750 New
WCA
243
Westover Capital Advisors
Delaware
$825K +$845K +7,692 New
MVIP
244
Mar Vista Investment Partners
California
$820K +$840K +7,649 New
SFSG
245
Stearns Financial Services Group
North Carolina
$813K +$833K +7,585 New
KFS
246
KMS Financial Services
Washington
$796K +$816K +7,431 New
1IC
247
1919 Investment Counsel
Maryland
$785K +$804K +7,322 New
BPBT
248
Boston Private Bank & Trust
Massachusetts
$783K +$803K +7,306 New
KT
249
Kanaly Trust
Texas
$756K +$775K +7,055 New
ATC
250
Adirondack Trust Company
New York
$733K +$751K +6,839 New
8 9
10
11 12

AGG Hedge Fund Activity: Q2 2013 in Review

390 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q2 2013, worth a combined $9.66B.

Buyers outnumbered sellers: 390 funds opened new AGG positions and 0 closed out — a net gain of 390 holders — while 0 added to existing stakes and 0 trimmed.

  • 390 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $9.66B of iShares Core US Aggregate Bond ETF stock for Q2 2013.
  • 390 funds opened new iShares Core US Aggregate Bond ETF positions in Q2 2013 and 0 closed out, a net change of +390 holders.

Based on aggregated 13F filings for Q2 2013.