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
Deutsche Bank
51
Deutsche Bank
Germany
$28.2M +$28.9M +263,338 New
SNC
52
Stifel Nicolaus & Co
Missouri
$27.4M +$28.1M +255,459 New
PI
53
Placemark Investments
Illinois
$26.1M +$26.7M +243,518 New
AWM
54
Affinity Wealth Management
Delaware
$26.1M +$26.7M +243,298 New
DIP
55
DT Investment Partners
Pennsylvania
$25.7M +$26.3M +239,380 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$25.4M +$26M +237,023 New
NYLIM
57
New York Life Investment Management
New York
$24.2M +$24.8M +226,133 New
GF
58
Genworth Financial
Virginia
$23.8M +$24.4M +221,729 New
IFA
59
Interactive Financial Advisors
Illinois
$23.4M +$24M +218,174 New
TF
60
Tompkins Financial
New York
$23.2M +$23.8M +216,788 New
SIM
61
Sigma Investment Management
Oregon
$22.2M +$22.7M +207,054 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$21.8M +$22.4M +203,630 New
AIM
63
Acropolis Investment Management
Missouri
$21.6M +$22.2M +201,879 New
WT
64
Washington Trust
Rhode Island
$21.5M +$22M +200,658 New
BFA
65
Beaumont Financial Advisors
Massachusetts
$21.3M +$21.8M +198,907 New
TCM
66
Twele Capital Management
Minnesota
$21.3M +$21.8M +198,550 New
BT
67
Beacon Trust
New Jersey
$21M +$21.6M +196,201 New
SL
68
Summitry LLC
California
$20.7M +$21.2M +192,981 New
UCFA
69
United Capital Financial Advisors
Texas
$20.6M +$21.1M +191,748 New
RFC
70
Regions Financial Corp
Alabama
$20M +$20.5M +186,300 New
BWM
71
Braver Wealth Management
Massachusetts
$19.3M +$19.8M +180,211 New
GC
72
Guggenheim Capital
Illinois
$17.8M +$18.2M +165,910 New
IFWM
73
Institute for Wealth Management
Colorado
$17.4M +$17.8M +162,417 New
FHB
74
First Hawaiian Bank
Hawaii
$17.2M +$17.6M +160,510 New
JIC
75
Johnson Investment Counsel
Ohio
$16.2M +$16.6M +150,844 New
1 2
3
4 5

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.