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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
BSB
126
Bangor Savings Bank
Maine
$6.02M +$6.17M +56,138 New
LG
127
Leuthold Group
Minnesota
$6.01M +$6.16M +56,049 New
EBSAM
128
Eubel Brady & Suttman Asset Management
Ohio
$5.73M +$5.88M +53,485 New
PP
129
Prudential plc
United Kingdom
$4.95M +$5.07M +46,200 New
LA
130
Leonetti & Associates
Illinois
$4.86M +$4.98M +45,360 New
NEPWA
131
New England Private Wealth Advisors
Massachusetts
$4.73M +$4.85M +44,149 New
DWM
132
Destination Wealth Management
California
$4.67M +$4.79M +43,563 New
PFA
133
Pure Financial Advisors
California
$4.66M +$4.77M +43,468 New
HSBC Holdings
134
HSBC Holdings
United Kingdom
$4.47M +$4.58M +41,701 New
PWW
135
Pettyjohn Wood & White
Virginia
$4.33M +$4.44M +40,425 New
CFS
136
Community Financial System
New York
$4.33M +$4.43M +40,350 New
Sumitomo Mitsui Trust Group
137
Sumitomo Mitsui Trust Group
Japan
$4.28M +$4.4M +40,036 New
SI
138
SII Investments
Wisconsin
$4.13M +$4.22M +38,419 New
ST
139
Sentinel Trust
Texas
$4.11M +$4.21M +38,304 New
ICOA
140
Investment Centers of America
North Dakota
$4.04M +$4.13M +37,630 New
SC
141
SouthState Corp
Florida
$4.03M +$4.13M +37,575 New
FTIOP
142
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.91M +$4.01M +36,504 New
Natixis Advisors
143
Natixis Advisors
Massachusetts
$3.91M +$4M +36,453 New
RCAG
144
Rehmann Capital Advisory Group
Michigan
$3.86M +$3.96M +36,037 New
SP
145
Sarasin & Partners
United Kingdom
$3.8M +$3.89M +35,403 New
TAT
146
TD Ameritrade Trust
Colorado
$3.75M +$3.84M +34,957 New
AGA
147
Accuvest Global Advisors
Utah
$3.71M +$3.8M +34,575 New
SIM
148
Sentry Investment Management
Wisconsin
$3.65M +$3.74M +34,017 New
Rafferty Asset Management
149
Rafferty Asset Management
New York
$3.64M +$3.73M +33,967 New
CA
150
Cetera Advisors
Colorado
$3.56M +$3.65M +33,192 New
4 5
6
7 8

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.