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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
PMG
326
ProVise Management Group
Florida
$266K +$274K +2,491 New
FC
327
FIC Capital
New York
$257K +$264K +2,400 New
CD
328
Carl Domino
Florida
$255K +$261K +2,379 New
Fisher Asset Management
329
Fisher Asset Management
Washington
$252K +$259K +2,354 New
UBWV
330
United Bank (West Virginia)
West Virginia
$251K +$258K +2,346 New
PAMG
331
Patton Albertson Miller Group
Tennessee
$248K +$254K +2,310 New
AWM
332
Altavista Wealth Management
North Carolina
$248K +$254K +2,314 New
CP
333
Cumberland Partners
Ontario, Canada
$246K +$253K +2,300 New
CCM
334
Coe Capital Management
Illinois
$235K +$241K +2,190 New
ACM
335
Aviance Capital Management
Florida
$234K +$240K +2,181 New
UR
336
USCA RIA
Texas
$231K +$236K +2,151 New
CS
337
Comerica Securities
Michigan
$226K +$232K +2,110 New
CCFCSB
338
Cape Cod Five Cents Savings Bank
Massachusetts
$224K +$229K +2,085 New
EFS
339
Essex Financial Services
Connecticut
$224K +$230K +2,092 New
EWM
340
Evercore Wealth Management
New York
$216K +$221K +2,015 New
CI
341
Cambiar Investors
Colorado
$214K +$220K +2,000 New
SFS
342
Signator Financial Services
Massachusetts
$211K +$216K +1,968 New
DIS
343
Diversified Investment Strategies
Louisiana
$208K +$213K +1,940 New
AAM
344
Autus Asset Management
Arizona
$207K +$212K +1,933 New
WSA
345
Willow Street Advisors
Florida
$203K +$54.9K +500 New
CEMP
346
Compass Efficient Model Portfolios
Tennessee
$163K +$168K +1,525 New
Lazard Asset Management
347
Lazard Asset Management
New York
$155K – – –
MCM
348
Munder Capital Management
Michigan
$148K +$152K +1,382 New
HR
349
Howe & Rusling
New York
$142K +$145K +1,322 New
DSC
350
Duncker Streett & Co
Missouri
$138K +$141K +1,283 New
12 13
14
15 16

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.