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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 %
QFA
301
Quattro Financial Advisors
Texas
$5.03M -$16.8M -157,070 -77%
OIWM
302
OptiFour Integrated Wealth Management
Virginia
$4.96M +$813K +7,576 +20%
DWM
303
Darwin Wealth Management
Florida
$4.95M -$413K -3,847 -8%
MLFP
304
MPS Loria Financial Planners
Illinois
$4.95M +$394K +3,670 +9%
TIA
305
Tiemann Investment Advisors
California
$4.91M +$199K +1,851 +4%
HSA
306
HBK Sorce Advisory
Pennsylvania
$4.9M +$2.26K +21 +0%
JSA
307
Jacobson & Schmitt Advisors
Wisconsin
$4.86M +$1.3M +12,156 +37%
FAIM
308
Financial Advocates Investment Management
Washington
$4.86M -$505K -4,705 -9%
JIC
309
Johnson Investment Counsel
Ohio
$4.81M +$90.3K +842 +2%
BAS
310
Brown Advisory Securities
Maryland
$4.75M -$2.23M -20,806 -32%
PCA
311
Peddock Capital Advisors
Massachusetts
$4.58M +$106K +989 +2%
FCT
312
Family Capital Trust
Massachusetts
$4.58M +$391K +3,650 +9%
FA
313
Fortis Advisors
Pennsylvania
$4.56M +$3.63M +33,817 +388%
LW
314
Linscomb Wealth
Texas
$4.56M +$63.5K +592 +1%
PFT
315
Providence First Trust
Arizona
$4.54M +$9.33K +87 +0.2%
CCP
316
Cardan Capital Partners
Colorado
$4.39M -$186K -1,732 -4%
BSAM
317
Blue Sky Asset Management
Colorado
$4.39M +$2.34M +21,837 +114%
PAMG
318
Patton Albertson Miller Group
Tennessee
$4.39M -$902K -8,405 -17%
JIR
319
James Investment Research
Ohio
$4.38M -$3.02M -28,175 -41%
HI
320
Hudock Inc
Pennsylvania
$4.37M -$172K -1,600 -4%
KA
321
Kovack Advisors
Florida
$4.26M +$336K +3,132 +9%
CCM
322
Coldstream Capital Management
Washington
$4.24M -$74.4K -694 -2%
C
323
Clearshares
New York
$4.23M +$24.4K +228 +0.6%
WC
324
Whitney & Co
New York
$4.21M +$494K +4,603 +13%
LNC
325
Lincoln National Corp
Pennsylvania
$4.16M -$3.24M -30,231 -44%
11 12
13
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