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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 %
LP
426
LGL Partners
Pennsylvania
$1.93M -$502K -4,683 -21%
IIC
427
Integrated Investment Consultants
Michigan
$1.91M +$1.91M +17,767 New
CAN
428
Claraphi Advisory Network
United States
$1.91M +$254K +2,372 +15%
TIM
429
Total Investment Management
Arizona
$1.9M -$34.6M -322,221 -95%
MIAN
430
Mariner Independent Advisor Network
Kansas
$1.85M -$810K -7,559 -30%
DC
431
DeDora Capital
California
$1.85M -$525K -4,897 -22%
SHGA
432
Sand Hill Global Advisors
California
$1.84M -$31.5M -293,463 -94%
State Street
433
State Street
Massachusetts
$1.84M +$11.4K +106 +0.6%
FMWA
434
Forvis Mazars Wealth Advisors
Missouri
$1.84M -$753K -7,020 -29%
EIA
435
Eldridge Investment Advisors
New Hampshire
$1.82M -$18.2K -170 -1%
STA
436
Summit Trail Advisors
New York
$1.8M -$96.5K -1,606 -5%
BWM
437
BerganKDV Wealth Management
Minnesota
$1.8M +$904K +8,432 +101%
AIM
438
Anchor Investment Management
South Carolina
$1.8M +$48.7K +454 +3%
CAM
439
Crestone Asset Management
Colorado
$1.79M – – –
SBA
440
Secrest Blakey & Associates
North Carolina
$1.79M +$147K +1,372 +9%
KFC
441
Klingenstein Fields & Co
New York
$1.74M -$2.68K -25 -0.2%
WCG
442
Wall Capital Group
Arizona
$1.72M +$440K +4,100 +34%
FC
443
Financial Consulate
Maryland
$1.69M -$915K -8,531 -35%
RCA
444
Rowland Carmichael Advisors
Arizona
$1.68M -$296K -2,757 -15%
EFS
445
Essex Financial Services
Connecticut
$1.67M +$561K +5,235 +51%
IFWM
446
Institute for Wealth Management
Colorado
$1.67M -$756K -7,121 -31%
CDIA
447
Capital Directions Investment Advisors
Georgia
$1.64M -$196K -1,830 -11%
PA
448
Parallel Advisors
California
$1.64M +$353K +3,290 +27%
KWMG
449
King Wealth Management Group
Florida
$1.64M +$195K +1,816 +14%
PFGIA
450
Patriot Financial Group Insurance Agency
Massachusetts
$1.63M +$894K +8,366 +122%
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