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iShares Core US Aggregate Bond ETF
AGG

Overview Fund Activity

872 hedge funds and large institutions have $42.5B invested in iShares Core US Aggregate Bond ETF in 2018 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 359 increasing their positions, 348 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
872
Holders Change
-17
Holders Change %
-1.91%
% of All Funds
20.01%
Holding in Top 10
182
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.14%
% of All Funds
4.18%
New
80
Increased
359
Reduced
348
Closed
83
Calls
$1.24M
Puts
$2.4M
Net Calls
-$1.16M
Net Calls Change
-$775K

Top Buyers

1
MFRM
Milliman Financial Risk Management
Illinois
+$782M
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$495M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$483M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$319M
5
IG
ING Group
Netherlands
+$273M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$369M
2
SCM
SCS Capital Management
Massachusetts
-$228M
3
Bank of America
Bank of America
North Carolina
-$131M
4
TC
Toews Corporation
New Jersey
-$130M
5
CFG
CNO Financial Group
Indiana
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
251
William Blair & Company
Illinois
$8.07M +$1.49M +13,892 +23%
BC
252
Bartlett & Co
Ohio
$8.03M -$5.86M -54,616 -42%
BCWM
253
Bartlett & Co Wealth Management
Ohio
$8.03M +$8.03M +74,850 New
DT
254
Diversified Trust
Tennessee
$7.91M -$1.24M -11,535 -14%
PT
255
Plimoth Trust
Massachusetts
$7.91M +$1.07M +9,976 +16%
EFSCE
256
Enterprise Financial Services Corp (EFSC)
Missouri
$7.88M -$11.8K -110 -0.1%
BNP Paribas Financial Markets
257
BNP Paribas Financial Markets
France
$7.87M +$5.26M +49,087 +202%
SHIM
258
Stone House Investment Management
Pennsylvania
$7.71M -$500K -4,662 -6%
GC
259
Guggenheim Capital
Illinois
$7.69M – – –
WA
260
Waverly Advisors
Alabama
$7.58M -$8.11M -75,645 -52%
BF
261
BOK Financial
Oklahoma
$7.48M -$92.2K -860 -1%
CCG
262
Cypress Capital Group
Florida
$7.37M +$70.5K +657 +1%
Comerica Bank
263
Comerica Bank
Texas
$7.33M -$27.2M -255,474 -79%
CIBC World Market
264
CIBC World Market
Ontario, Canada
$7.32M +$7.32M +68,244 New
CCM
265
Canal Capital Management
Virginia
$7.26M -$423K -3,947 -6%
TFF
266
The Family Firm
Maryland
$7.25M +$133K +1,238 +2%
HCM
267
Hudson Capital Management
New Jersey
$7.22M +$316K +2,947 +5%
CPO
268
Cerity Partners OCIO
New York
$7.14M -$61.4M -571,482 -90%
EGA
269
E&G Advisors
Texas
$7.11M – – –
MPPLM
270
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$7.09M -$51.8K -483 -0.7%
CAM
271
Caprin Asset Management
Virginia
$6.95M -$3.17M -29,598 -31%
HW
272
Hancock Whitney
Mississippi
$6.88M +$542K +5,054 +9%
FFA
273
Fragasso Financial Advisors
Pennsylvania
$6.64M -$164K -1,526 -2%
IA
274
IndexIQ Advisors
New York
$6.56M +$3.3M +30,744 +101%
WCM
275
Wunderlich Capital Managemnt
Tennessee
$6.56M +$458K +4,268 +8%
9 10
11
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