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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
ICAS
251
Investors Capital Advisory Services
Massachusetts
$732K +$751K +6,834 New
TAM
252
Taurus Asset Management
New York
$729K +$747K +6,800 New
CDIA
253
Capital Directions Investment Advisors
Georgia
$719K +$737K +6,706 New
ACP
254
Aviance Capital Partners
Florida
$713K +$731K +6,653 New
WB
255
Webster Bank
Connecticut
$702K +$720K +6,554 New
WA
256
Waverly Advisors
Alabama
$676K +$693K +6,309 New
AIP
257
Ameritas Investment Partners
Nebraska
$671K +$687K +6,258 New
FA
258
FDx Advisors
Illinois
$670K +$686K +6,248 New
HTC
259
Haverford Trust Company
Pennsylvania
$668K +$684K +6,231 New
SAG
260
Sterne Agee Group
Alabama
$663K +$679K +6,183 New
Luther King Capital Management (LKCM)
261
Luther King Capital Management (LKCM)
Texas
$651K +$667K +6,072 New
AAS
262
Annex Advisory Services
Wisconsin
$648K +$664K +6,044 New
WPC
263
White Pine Capital
Minnesota
$646K +$662K +6,030 New
BOK
264
Bank of Kentucky
Kentucky
$644K +$660K +6,010 New
CHFS
265
Cobble Hill Financial Services
New Jersey
$643K +$659K +6,000 New
NAM
266
North American Management
Massachusetts
$632K +$648K +5,898 New
NES
267
New England Securities
New York
$613K +$628K +5,716 New
AL
268
Aspiriant LLC
California
$608K +$623K +5,668 New
BBA
269
BLB&B Advisors
Pennsylvania
$604K +$618K +5,630 New
HCMT
270
Highland Capital Management (Tennessee)
Tennessee
$602K +$617K +5,615 New
AT
271
Arden Trust
Delaware
$599K +$614K +5,590 New
ST
272
Stifel Trust
Missouri
$593K +$607K +5,525 New
IT
273
Independence Trust
Tennessee
$590K +$604K +5,500 New
STMM
274
South Texas Money Management
Texas
$585K +$599K +5,453 New
NAM
275
NTV Asset Management
West Virginia
$574K +$588K +5,357 New
9 10
11
12 13

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.