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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
Invesco
101
Invesco
Georgia
$10.1M +$10.4M +94,655 New
FAAS
102
First Allied Advisory Services
California
$10.1M +$10.3M +93,938 New
Ameriprise
103
Ameriprise
Minnesota
$9.53M +$9.78M +89,044 New
PPA
104
Parametric Portfolio Associates
Washington
$9.53M +$9.76M +88,847 New
SGAM
105
Steinberg Global Asset Management
Florida
$9.12M +$9.34M +85,049 New
B
106
Baird
Wisconsin
$8.83M +$9.04M +82,325 New
NPC
107
National Planning Corporation
California
$8.8M +$9M +81,950 New
BIM
108
Bridgecreek Investment Management
Oklahoma
$8.71M +$8.93M +81,275 New
Susquehanna International Group
109
Susquehanna International Group
Pennsylvania
$8.58M +$8.79M +80,047 New
SCA
110
STALEY CAPITAL ADVISERS
Pennsylvania
$8.45M +$8.65M +78,770 New
DADC
111
D.A. Davidson & Co
Montana
$8.33M +$8.54M +77,716 New
HFS
112
HL Financial Services
Kentucky
$7.83M +$8.02M +73,048 New
WT
113
Whittier Trust
California
$7.74M +$7.93M +72,181 New
NG
114
NatWest Group
United Kingdom
$7.54M +$7.72M +70,285 New
AI
115
Atria Investments
North Carolina
$7.43M +$7.62M +69,330 New
PFM
116
Phillips Financial Management
Indiana
$7.18M +$7.35M +66,870 New
PP
117
Palladium Partners
Virginia
$7.16M +$7.34M +66,815 New
EC
118
Estate Counselors
Wisconsin
$7.13M +$7.31M +66,560 New
CNB
119
City National Bank
California
$7.01M +$7.18M +65,349 New
CMP
120
Courage Miller Partners
Virginia
$6.91M +$7.08M +64,415 New
ASN
121
Advisory Services Network
Georgia
$6.85M +$7.07M +64,339 New
Creative Planning
122
Creative Planning
Kansas
$6.46M +$6.62M +60,223 New
MAM
123
Marquette Asset Management
Minnesota
$6.34M +$6.5M +59,167 New
IH
124
IFC Holdings
Florida
$6.27M +$6.42M +58,416 New
William Blair & Company
125
William Blair & Company
Illinois
$6.02M +$6.17M +56,147 New
3 4
5
6 7

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.