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
Jones Financial Companies
1
Jones Financial Companies
Missouri
$1.88B +$1.92B +17,519,178 New
Bank of America
2
Bank of America
North Carolina
$570M +$584M +5,316,966 New
BlackRock
3
BlackRock
New York
$517M +$529M +4,818,679 New
SAC
4
Smith Affiliated Capital
New York
$470M – – –
JA
5
JOYN Advisors
Georgia
$387M – – –
BIT
6
BlackRock Institutional Trust
California
$364M +$373M +3,392,869 New
Morgan Stanley
7
Morgan Stanley
New York
$262M +$268M +2,444,247 New
RJA
8
Raymond James & Associates
Florida
$250M +$256M +2,332,046 New
Wells Fargo
9
Wells Fargo
California
$198M +$202M +1,842,624 New
U
10
UBS
Switzerland
$195M +$200M +1,823,198 New
BFA
11
BlackRock Fund Advisors
California
$189M +$194M +1,763,688 New
US Bancorp
12
US Bancorp
Minnesota
$179M +$183M +1,667,915 New
TCT
13
TIAA CREF Trust
Missouri
$157M +$161M +1,464,067 New
Prudential Financial
14
Prudential Financial
New Jersey
$156M +$160M +1,452,748 New
CC
15
Curian Capital
Colorado
$148M +$152M +1,381,214 New
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$143M +$147M +1,334,274 New
LPL Financial
17
LPL Financial
California
$134M +$137M +1,245,635 New
ECM
18
ETrade Capital Management
Virginia
$123M +$126M +1,146,496 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$110M +$113M +1,030,357 New
Nomura Holdings
20
Nomura Holdings
Japan
$107M +$110M +1,002,490 New
JP Morgan Chase
21
JP Morgan Chase
New York
$101M +$104M +944,672 New
MLICM
22
Metropolitan Life Insurance Company (MetLife)
New York
$94.6M +$96.9M +881,953 New
SB
23
Suntrust Banks
Georgia
$93.9M +$96.2M +875,732 New
Citigroup
24
Citigroup
New York
$83.4M +$85.5M +778,167 New
KeyBank National Association
25
KeyBank National Association
Ohio
$82.2M +$84.2M +766,284 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.