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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 %
SFS
626
Summit Financial Strategies
Ohio
$477K +$67.6K +631 +17%
HWA
627
Heritage Wealth Advisors
Virginia
$474K +$48.2K +447 +11%
MIM
628
MetLife Investment Management
New Jersey
$473K -$305K -2,850 -39%
SFSIG
629
San Francisco Sentry Investment Group
California
$472K -$9.87K -92 -2%
SFG
630
StrategIQ Financial Group
Indiana
$472K +$180K +1,673 +61%
BIA
631
BHK Investment Advisors
Alabama
$471K +$471K +4,396 New
FIAS
632
FinTrust Investment Advisory Services
South Carolina
$469K -$115K -1,075 -20%
F
633
Filament
Washington
$468K -$383K -3,573 -45%
AT
634
Arden Trust
Delaware
$465K – – –
SSB
635
Sandy Spring Bank
Maryland
$459K +$143K +1,331 +45%
ML
636
McAdam LLC
Pennsylvania
$459K +$459K +4,281 New
LWA
637
Lenox Wealth Advisors
New York
$458K -$164K -1,527 -26%
AIM
638
Advantage Investment Management
Iowa
$455K -$469K -4,369 -51%
CWM
639
Cornerstone Wealth Management
Missouri
$453K -$37.6K -353 -8%
CAL
640
Capital Advisors Ltd
Ohio
$443K +$197K +1,835 +80%
GT
641
Greenleaf Trust
Michigan
$440K -$232K -2,162 -34%
PNAA
642
Pictet North America Advisors
Switzerland
$440K – – –
CCFCSB
643
Cape Cod Five Cents Savings Bank
Massachusetts
$436K -$10.7K -100 -2%
FWM
644
Focused Wealth Management
New York
$434K – – –
LNB
645
Ledyard National Bank
$425K -$133K -1,242 -24%
CGL
646
Clarius Group LLC
Washington
$422K -$309K -2,876 -42%
SEI Investments
647
SEI Investments
Pennsylvania
$420K -$32.1K -299 -7%
AFIA
648
America First Investment Advisors
Nebraska
$418K -$12.2K -114 -3%
JIP
649
Jaffetilchin Investment Partners
Florida
$413K +$64.6K +602 +19%
OC
650
Oarsman Capital
Wisconsin
$410K -$25.6K -239 -6%
24 25
26
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