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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 %
Capstone Investment Advisors
401
Capstone Investment Advisors
New York
$2.34M -$227K -2,113 -9%
GW
402
GW & Wade
Massachusetts
$2.33M -$2.79K -26 -0.1%
TCB
403
Texas Capital Bancshares
Texas
$2.31M -$332K -3,095 -13%
DPI
404
Diversified Portfolios Inc
Michigan
$2.31M -$123K -1,143 -5%
ADL
405
Asset Dedication LLC
California
$2.25M +$299K +2,793 +15%
FFBTD
406
First Financial Bank - Trust Division
Ohio
$2.24M -$57K -531 -2%
PCMC
407
Paragon Capital Management (Colorado)
Colorado
$2.19M -$4.61K -43 -0.2%
EK
408
Evensky & Katz
Florida
$2.19M +$536 +5 +0%
DCM
409
Dimension Capital Management
Florida
$2.16M – – –
ALIONA
410
Allianz Life Insurance of North America
Minnesota
$2.13M +$437K +4,114 +26%
EWF
411
Epstein & White Financial
California
$2.13M -$14.5M -134,969 -87%
PWM
412
Paulson Wealth Management
Illinois
$2.11M +$1.76M +16,376 +494%
JAM
413
Jolley Asset Management
North Carolina
$2.1M +$2.1M +19,531 New
APA
414
American Portfolios Advisors
New York
$2.07M +$320K +2,979 +18%
CFG
415
CKW Financial Group
Hawaii
$2.06M +$239K +2,240 +13%
PI
416
PineBridge Investments
New York
$2.03M -$48.3K -450 -2%
KWM
417
Kingsview Wealth Management
Oregon
$2.03M -$153K -1,423 -7%
JWS
418
Juncture Wealth Strategies
Arizona
$2.02M +$303K +2,826 +18%
HFP
419
Holistic Financial Partners
Indiana
$2.02M -$254K -2,373 -11%
Renaissance Technologies
420
Renaissance Technologies
New York
$2.02M +$2.02M +18,800 New
SMDAM
421
Sumitomo Mitsui DS Asset Management
Japan
$2.01M +$642K +5,985 +47%
WS
422
Wedbush Securities
California
$2M +$118K +1,104 +6%
BRWA
423
B. Riley Wealth Advisors
Florida
$1.97M +$32.4K +302 +2%
ACM
424
AUA Capital Management
Pennsylvania
$1.97M -$702K -6,550 -26%
KL
425
KWMG LLC
Kansas
$1.94M +$10.1K +94 +0.5%
15 16
17
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