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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 %
MCM
601
Mengis Capital Management
Oregon
$572K +$368K +3,431 +180%
BWAM
602
Boyd Watterson Asset Management
Ohio
$553K -$35.2K -328 -6%
SA
603
SL Advisors
New Jersey
$549K – – –
FCBT
604
First Citizens Bank & Trust
North Carolina
$544K -$11.5K -107 -2%
LJAC
605
L.J. Altfest & Co
New York
$543K +$543K +5,065 New
BCM
606
Brookmont Capital Management
Texas
$523K – – –
NDSI
607
Newman Dignan & Sheerar Inc
Rhode Island
$522K -$198K -1,855 -28%
OWM
608
Orgel Wealth Management
Wisconsin
$522K +$157K +1,464 +43%
WF
609
Welch & Forbes
Massachusetts
$521K -$105K -974 -17%
EAMA
610
EFG Asset Management (Americas)
Florida
$517K -$170K -1,858 -25%
VIA
611
Vantage Investment Advisors
Pennsylvania
$516K -$61.2K -570 -11%
OCG
612
Opus Capital Group
Ohio
$508K – – –
AIA
613
Allegis Investment Advisors
Idaho
$500K -$1.14M -10,604 -69%
FAM
614
Foothills Asset Management
Arizona
$500K -$137K -1,275 -21%
HCA
615
Harbour Capital Advisors
Virginia
$497K -$189K -1,765 -28%
SFP
616
Shepherd Financial Partners
Massachusetts
$492K -$8.21M -76,697 -94%
KCM
617
Karp Capital Management
California
$490K -$50.1K -467 -9%
PSUF
618
People's United Financial
Connecticut
$490K +$5.04K +47 +1%
HPC
619
Hobart Private Capital
North Carolina
$489K +$219K +2,041 +81%
AFM
620
Andesa Financial Management
Pennsylvania
$489K -$451K -4,202 -48%
GWM
621
Greenwich Wealth Management
Connecticut
$487K +$13.4K +125 +3%
CB
622
Chemical Bank
Michigan
$486K +$1.5K +14 +0.3%
AWM
623
Avondale Wealth Management
Texas
$486K +$38.8K +362 +9%
NWM
624
Northwest Wealth Management
Iowa
$484K -$773K -7,204 -61%
RTS
625
Round Table Services
New Jersey
$478K +$89.1K +830 +23%
23 24
25
26 27