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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
VCM
376
Vigilant Capital Management
Maine
$25K +$25.7K +234 New
BFEC
377
Benjamin F. Edwards & Company
Missouri
$22K +$22.2K +202 New
AWMS
378
Advocacy Wealth Management Services
Georgia
$18K +$18.9K +172 New
CW
379
Cobiz Wealth
Colorado
$17K +$17.9K +163 New
PSUF
380
People's United Financial
Connecticut
$16K +$16.5K +150 New
WAM
381
Wood Asset Management
Florida
$12K +$12.2K +111 New
SMA
382
Simply Money Advisors
Ohio
$10K +$10.2K +93 New
PSI
383
Pinnacle Summer Investments
Virginia
$10K +$10.3K +94 New
MWP
384
MYCIO Wealth Partners
Pennsylvania
$8K +$8.35K +76 New
TIM
385
Tortoise Investment Management
New York
$6K +$6.04K +55 New
EWM
386
Elite Wealth Management
Washington
$4K +$3.63K +33 New
ECM
387
Exchange Capital Management
Michigan
$4K +$3.85K +35 New
WC
388
Whitnell & Co
Illinois
$4K +$4.39K +40 New
PFO
389
Pathstone Family Office
New Jersey
$3K +$2.64K +24 New
SHWM
390
Smith & Howard Wealth Management
Georgia
$3K +$2.75K +25 New
MAS
391
Madden Advisory Services
Florida
$2K +$2.42K +22 New
FNBOO
392
First National Bank of Omaha
Nebraska
$1.67K +$1.71M +15,550 New
Thrivent Financial for Lutherans
393
Thrivent Financial for Lutherans
Minnesota
$1.35K +$1.39M +12,622 New
NMLIC
394
Northwestern Mutual Life Insurance Company
Wisconsin
– +$439 +4 New
WIL
395
Winifred I. Li
– +$439 +4 New
12 13 14 15
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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.