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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
BSW
201
Buckingham Strategic Wealth
Missouri
$1.51M +$1.54M +14,062 New
KFC
202
Klingenstein Fields & Co
New York
$1.5M +$1.53M +13,960 New
BWP
203
BSW Wealth Partners
Colorado
$1.5M +$1.53M +13,950 New
AIG
204
American International Group
New York
$1.49M +$1.53M +13,938 New
ClearBridge Investments
205
ClearBridge Investments
New York
$1.47M +$1.5M +13,674 New
IAS
206
INR Advisory Services
Pennsylvania
$1.46M +$1.49M +13,576 New
FNBT
207
FineMark National Bank & Trust
Florida
$1.44M +$1.48M +13,467 New
V
208
Veritable
Delaware
$1.44M +$1.47M +13,415 New
GIP
209
Greatmark Investment Partners
Georgia
$1.41M +$1.44M +13,144 New
OC
210
Oppenheimer & Co
New York
$1.36M +$1.39M +12,698 New
ACM
211
Argentus Capital Management
Texas
$1.35M +$1.39M +12,643 New
State Street
212
State Street
Massachusetts
$1.29M +$1.33M +12,066 New
FAT
213
First American Trust
California
$1.27M +$1.31M +11,896 New
BWAM
214
Boyd Watterson Asset Management
Ohio
$1.26M +$1.3M +11,803 New
BPB
215
Badgley, Phelps & Bell
Washington
$1.26M +$1.29M +11,764 New
BRWA
216
B. Riley Wealth Advisors
Florida
$1.25M +$1.28M +11,684 New
WF
217
Welch & Forbes
Massachusetts
$1.25M +$1.28M +11,652 New
MCM
218
Maryland Capital Management
Maryland
$1.2M +$1.23M +11,163 New
SCM
219
Shelton Capital Management
Colorado
$1.17M +$1.2M +10,935 New
EWM
220
Empirical Wealth Management
Washington
$1.16M +$1.19M +10,823 New
HS
221
Huntington Steele
Pennsylvania
$1.14M +$1.17M +10,674 New
F
222
Filament
Washington
$1.13M +$1.15M +10,512 New
FHC
223
First Horizon Corporation
Tennessee
$1.12M +$1.14M +10,406 New
CAL
224
Capital Analysts LLC
Pennsylvania
$1.1M +$1.13M +10,288 New
OC
225
Oarsman Capital
Wisconsin
$1.09M +$1.12M +10,179 New
7 8
9
10 11

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.