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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 %
PAM
451
Peak Asset Management
Colorado
$1.62M +$56.5K +527 +4%
ACP
452
Aviance Capital Partners
Florida
$1.61M +$16.2K +151 +1%
APP
453
Avantax Planning Partners
Iowa
$1.61M +$112K +1,045 +7%
BPB
454
Badgley, Phelps & Bell
Washington
$1.6M -$30.1K -281 -2%
BCM
455
Brookstone Capital Management
Illinois
$1.6M -$1.43M -13,338 -47%
T
456
Thomaspartners
Massachusetts
$1.57M -$16.7K -156 -1%
BJL
457
Brighton Jones LLC
Washington
$1.57M -$11.9K -111 -0.8%
NFG
458
Next Financial Group
Texas
$1.57M +$1.29M +12,037 +467%
HB
459
Homrich & Berg
Georgia
$1.56M +$4.5K +42 +0.3%
WTC
460
WhitTier Trust Company
Nevada
$1.54M +$261K +2,438 +21%
DBRC
461
D.B. Root & Company
Pennsylvania
$1.53M +$41.3K +385 +3%
NEPWA
462
New England Private Wealth Advisors
Massachusetts
$1.53M +$6.76K +63 +0.4%
WCM
463
Wealthcare Capital Management
Virginia
$1.53M +$84.6K +789 +6%
First Trust Advisors
464
First Trust Advisors
Illinois
$1.52M +$268K +2,499 +21%
PP
465
PagnatoKarp Partners
Virginia
$1.48M -$723K -6,742 -33%
RIA
466
Regal Investment Advisors
Michigan
$1.46M -$1.35M -12,614 -48%
BCM
467
BTC Capital Management
Iowa
$1.46M +$1.46M +13,599 New
CCA
468
Cobblestone Capital Advisors
New York
$1.46M +$187K +1,741 +15%
PTC
469
Private Trust Company
Ohio
$1.45M -$449K -4,187 -24%
JGUA
470
John G. Ullman & Associates
New York
$1.45M +$60.7K +566 +4%
CC
471
Cedar Capital
Illinois
$1.41M +$639K +5,959 +83%
LI
472
LVZ Inc
Michigan
$1.41M +$46.6K +435 +3%
SSWM
473
Sheets Smith Wealth Management
North Carolina
$1.4M +$1.09M +10,177 +359%
CIA
474
Capital Investment Advisors
Georgia
$1.39M -$36.7K -342 -3%
BOTW
475
Bank of the West
California
$1.37M +$631K +5,889 +86%
17 18
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