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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 %
MG
376
Mather Group
Illinois
$2.78M -$256K -2,390 -8%
AAM
377
Autus Asset Management
Arizona
$2.77M -$39.7K -370 -1%
BP
378
Ballentine Partners
Massachusetts
$2.75M -$78.1K -728 -3%
Northern Trust
379
Northern Trust
Illinois
$2.74M +$394K +367,473 +17%
HW
380
Hedeker Wealth
Illinois
$2.73M +$944K +8,802 +53%
CANC
381
Culbertson A N & Co
Virginia
$2.67M +$87.4K +815 +3%
GP
382
Girard Partners
Pennsylvania
$2.65M -$806K -7,513 -23%
CS
383
Comerica Securities
Michigan
$2.64M -$156K -1,452 -6%
HS
384
Horan Securities
United States
$2.63M +$252K +2,356 +11%
SCA
385
STALEY CAPITAL ADVISERS
Pennsylvania
$2.57M – – –
BI
386
Ballast Inc
Kentucky
$2.57M +$1.45M +13,494 +129%
MWM
387
Mascoma Wealth Management
New Hampshire
$2.55M -$796K -7,426 -24%
CGI
388
Cougar Global Investments
Ontario, Canada
$2.54M -$2.14M -19,988 -46%
ECM
389
Exchange Capital Management
Michigan
$2.53M +$454K +4,229 +22%
CA
390
Commerzbank Aktiengesellschaft
Germany
$2.53M -$139K -1,296 -5%
TFA
391
Transamerica Financial Advisors
Florida
$2.51M +$61.3K +571 +3%
AIA
392
Affinity Investment Advisors
California
$2.5M – – –
MAM
393
Marquette Asset Management
Minnesota
$2.49M -$350K -3,261 -12%
SAS
394
Sage Advisory Services
Texas
$2.47M +$1.3M +12,142 +111%
EWA
395
EP Wealth Advisors
California
$2.47M -$879K -8,195 -26%
BIA
396
Bigelow Investment Advisors
Maine
$2.44M +$28.4K +265 +1%
Squarepoint
397
Squarepoint
New York
$2.43M -$1.26M -11,704 -34%
FHC
398
First Heartland Consultants
Missouri
$2.41M +$369K +3,441 +18%
AWM
399
Altavista Wealth Management
North Carolina
$2.35M -$110K -1,026 -4%
BL
400
BFSG LLC
California
$2.35M -$195K -1,821 -8%
14 15
16
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