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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
GI
351
Gradient Investments
Minnesota
$131K +$134K +1,223 New
RNS
352
Robert N. Shapiro
$126K +$129K +1,171 New
S
353
SignatureFD
Georgia
$105K +$108K +980 New
ECAM
354
East Coast Asset Management
Massachusetts
$88K +$90.4K +823 New
JFGIW
355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86K +$87.9K +800 New
JG
356
Jefferies Group
New York
$85K +$87K +792 New
OWP
357
Obermeyer Wealth Partners
Colorado
$85K +$87.1K +793 New
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$85K +$87.5K +797 New
JFA
359
JNBA Financial Advisors
Minnesota
$84K +$85.8K +781 New
ICM
360
ICC Capital Management
Florida
$84K +$86.2K +785 New
M&T Bank
361
M&T Bank
New York
$79K +$80.5K +733 New
LFG
362
LifePlan Financial Group
Ohio
$75K +$76.3K +695 New
TWA
363
TCI Wealth Advisors
Arizona
$73K +$75.1K +684 New
EMA
364
Efficient Market Advisors
California
$63K +$64.5K +587 New
AC
365
Alexandria Capital
Virginia
$60K +$61.2K +557 New
BC
366
Bartlett & Co
Ohio
$49K +$50.4K +459 New
PAS
367
Partnervest Advisory Services
California
$47K +$48.3K +440 New
ST
368
Smithfield Trust
Pennsylvania
$46K +$46.7K +425 New
WRM
369
Westport Resources Management
Connecticut
$43K +$43.7K +398 New
FANJ
370
Financial Architects (New Jersey)
New Jersey
$43K +$43.9K +400 New
BTS
371
BB&T Securities
Virginia
$36.9K +$3.78M +34,405 New
KTC
372
Kistler-Tiffany Companies
Pennsylvania
$35K +$36.2K +330 New
CCM
373
Chilton Capital Management
Texas
$33K +$33.7K +307 New
SNT
374
Security National Trust
West Virginia
$27K +$27.5K +250 New
TCCM
375
Timber Creek Capital Management
Massachusetts
$26K +$26.9K +245 New
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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.