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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 %
FIB
501
First Interstate Bank
Montana
$1.11M +$60.6K +565 +6%
PWPS
502
Pinnacle Wealth Planning Services
Ohio
$1.1M -$4.73M -44,130 -81%
AWA
503
Arete Wealth Advisors
Illinois
$1.09M -$380K -3,548 -26%
PA
504
Pinnacle Associates
New York
$1.08M +$6.54K +61 +0.6%
IWC
505
Integrated Wealth Concepts
Massachusetts
$1.07M +$62.5K +585 +6%
G
506
GenTrust
Florida
$1.07M -$23.6K -220 -2%
ATC
507
Adirondack Trust Company
New York
$1.05M – – –
GCA
508
Gradient Capital Advisors
California
$1.05M – – –
LFG
509
Larson Financial Group
Missouri
$1.05M -$696K -6,487 -40%
WWM
510
Willingdon Wealth Management
North Carolina
$1.04M +$280K +2,608 +37%
CCM
511
Colorado Capital Management
Colorado
$1.04M -$35.2K -328 -3%
CM
512
Cornerstone Management
Georgia
$1.03M -$39.7K -370 -4%
FPS
513
Fieldpoint Private Securities
Connecticut
$1.02M +$607K +5,656 +148%
SCA
514
Snowden Capital Advisors
New York
$989K -$4.23M -39,450 -81%
FHA
515
Flagship Harbor Advisors
Massachusetts
$968K -$431K -4,045 -31%
DAS
516
Dynamic Advisor Solutions
Arizona
$960K +$357K +3,328 +59%
CFG
517
Citizens Financial Group
Rhode Island
$947K -$247K -2,300 -21%
SCA
518
SMH Capital Advisors
Texas
$943K +$17.9K +167 +2%
EC
519
Estate Counselors
Wisconsin
$940K +$940K +8,760 New
Retirement Systems of Alabama
520
Retirement Systems of Alabama
Alabama
$933K +$123K +1,150 +15%
SIA
521
Starfire Investment Advisers
Michigan
$929K +$418K +3,896 +82%
CA
522
Cambridge Advisors
Nebraska
$927K -$4.83K -45 -0.5%
A
523
AdvicePeriod
California
$925K +$77.1K +719 +9%
AG
524
AlphaSimPlex Group
Massachusetts
$911K -$1.42M -13,210 -61%
SGCA
525
Steel Grove Capital Advisors
Tennessee
$908K -$55.8K -520 -6%
19 20
21
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