iShares Core US Aggregate Bond ETF
AGG
370 hedge funds and large institutions have $8.94B invested in iShares Core US Aggregate Bond ETF in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 113 increasing their positions, 178 reducing their positions, and 44 closing their positions.
0.64% more ownership
Funds ownership: 59.4% → 60.04% (+0.64%)
5% less funds holding
Funds holding: 390 → 370 (-20)
7% less capital invested
Capital invested by funds: $9.66B → $8.94B (-$723M)
10% less funds holding in top 10
Funds holding in top 10: 58 → 52 (-6)
37% less repeat investments, than reductions
Existing positions increased: 113 | Existing positions reduced: 178
39% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
+$177M |
| 2 |
State Street
Boston,
Massachusetts
|
+$146M |
| 3 |
QI
QS Investors
New York
|
+$35M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$21.9M |
| 5 |
LA
Leonetti & Associates
Buffalo Grove,
Illinois
|
+$19.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$184M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
-$70.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$41.7M |
| 4 |
Morgan Stanley
New York
|
-$37.6M |
| 5 |
BCM
Bluefin Capital Management
New York
|
-$35.1M |
AGG Hedge Fund Activity: Q3 2013 in Review
370 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Core US Aggregate Bond ETF (AGG) for Q3 2013, worth a combined $8.94B — down 7.5% from $9.66B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of AGG and 27 opened new positions — a net loss of 17 holders — while 178 trimmed existing stakes and 113 added.
The largest buyer was Jones Financial Companies, adding an estimated $177M. The largest seller was Bank of America, cutting an estimated $184M.
- 370 institutional investors held iShares Core US Aggregate Bond ETF (AGG) as of Q3 2013, down from 390 in Q2 2013.
- Funds reported $8.94B of iShares Core US Aggregate Bond ETF stock for Q3 2013, down 7.5% quarter-over-quarter.
- 27 funds opened new iShares Core US Aggregate Bond ETF positions in Q3 2013 and 44 closed out, a net change of -17 holders.
- The largest iShares Core US Aggregate Bond ETF buyer in Q3 2013 was Jones Financial Companies, an estimated $177M added.
- The largest iShares Core US Aggregate Bond ETF seller in Q3 2013 was Bank of America, an estimated $184M sold.
Based on aggregated 13F filings for Q3 2013.