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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 %
IP
576
Intellectus Partners
California
$660K +$329K +3,065 +99%
SG
577
StoneX Group
New York
$650K +$63.6K +593 +11%
CAM
578
Concorde Asset Management
Michigan
$649K +$16.9K +158 +3%
GIP
579
Greatmark Investment Partners
Georgia
$644K +$10.7K +100 +2%
KF
580
Krilogy Financial
Missouri
$641K -$1.03M -9,638 -62%
CCM
581
Crabel Capital Management
California
$633K -$337K -3,146 -35%
DP
582
DDD Partners
Washington
$626K +$358K +3,338 +134%
SCG
583
Sonata Capital Group
Washington
$624K – – –
DAM
584
Delta Asset Management
Tennessee
$620K – – –
RWA
585
River Wealth Advisors
Pennsylvania
$618K +$618K +5,758 New
VCM
586
Vivaldi Capital Management
Illinois
$613K -$162K -1,508 -21%
BC
587
Burney Company
Virginia
$613K -$138K -1,290 -18%
SFSG
588
Stearns Financial Services Group
North Carolina
$612K +$41.9K +391 +7%
CAM
589
Cidel Asset Management
Ontario, Canada
$606K – – –
SCM
590
Stellar Capital Management
Arizona
$605K +$69.8K +650 +13%
RWM
591
RKL Wealth Management
Pennsylvania
$604K -$1.47M -13,642 -71%
SDWMA
592
Schneider Downs Wealth Management Advisors
Pennsylvania
$603K -$128K -1,196 -18%
PIA
593
Peachtree Investment Advisors
Georgia
$600K -$81K -755 -12%
SYBT
594
Stock Yards Bank & Trust
Kentucky
$596K -$683K -6,374 -53%
FWIA
595
Fort Washington Investment Advisors
Ohio
$591K -$621K – –
PV
596
Private Vista
Illinois
$588K -$209K -1,951 -26%
AFP
597
Ausdal Financial Partners
Iowa
$585K +$93.5K +872 +19%
PG
598
Patten Group
Tennessee
$582K -$34.3K -320 -6%
ATFA
599
All Terrain Financial Advisors
Minnesota
$578K -$59.6K -556 -9%
MWM
600
Merriman Wealth Management
Washington
$577K +$577K +5,380 New
22 23
24
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