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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 %
CB
551
CNB Bank
Pennsylvania
$762K -$6.97K -65 -0.9%
FIM
552
Freedom Investment Management
Connecticut
$760K -$10.2M -95,062 -93%
FPCP
553
Fort Point Capital Partners
California
$747K +$344K +3,206 +85%
CWM
554
Cranbrook Wealth Management
Michigan
$741K -$66.4K -619 -8%
B
555
Bridgeworth
Alabama
$736K +$736K +6,898 New
BHBT
556
Burke & Herbert Bank & Trust
Virginia
$714K – – –
CAGAS
557
Capital Advisory Group Advisory Services
Minnesota
$712K +$712K +6,636 New
RA
558
RFG Advisory
Alabama
$706K -$3.82M -35,585 -84%
VA
559
Valmark Advisers
Ohio
$705K -$51.8K -483 -7%
SWM
560
Stockman Wealth Management
Montana
$705K +$23.7K +221 +3%
DC
561
Davenport & Co
Virginia
$704K -$333K -3,104 -32%
SWP
562
Strategic Wealth Partners
Ohio
$703K -$556K -5,185 -44%
WP
563
WealthPLAN Partners
Nebraska
$703K +$16.3K +152 +2%
SWA
564
SFMG Wealth Advisors
Texas
$702K -$84.9K -791 -11%
FC
565
FCA Corp
Texas
$691K +$51.5K +480 +8%
Kayne Anderson Rudnick Investment Management
566
Kayne Anderson Rudnick Investment Management
California
$689K -$106K -994 -13%
FWM
567
Frontier Wealth Management
Missouri
$688K – – –
ST
568
Smithfield Trust
Pennsylvania
$683K -$86.9K -810 -11%
NCM
569
New Capital Management
Texas
$683K -$79.8K -744 -10%
LFS
570
Lutz Financial Services
Nebraska
$676K -$1.32M -12,272 -66%
HWP
571
Hefty Wealth Partners
Indiana
$670K -$5.85M -54,502 -90%
AIA
572
Avalon Investment & Advisory
Texas
$669K +$34.1K +318 +5%
TNB
573
Thomasville National Bank
Georgia
$664K -$26.2K -244 -4%
HTC
574
Haverford Trust Company
Pennsylvania
$661K -$176K -1,642 -21%
PAM
575
Palisade Asset Management
Minnesota
$660K +$70.6K +658 +12%
21 22
23
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