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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 %
CC
651
Courier Capital
New York
$405K -$12.9K -120 -3%
DIA
652
Denver Investment Advisors
Colorado
$405K +$53.7K +500 +15%
CAMG
653
CWA Asset Management Group
Florida
$401K +$107 +1 +0%
EAM
654
Evanson Asset Management
California
$400K +$643 +6 +0.2%
LC
655
LCNB Corp
Ohio
$399K – – –
BB
656
Busey Bank
Illinois
$398K +$398K +3,710 New
AF
657
Aldebaran Financial
$397K +$322 +3 +0.1%
NPT
658
Nixon Peabody Trust
Massachusetts
$394K -$13.4K -125 -3%
LNWWM
659
Laird Norton Wetherby Wealth Management
California
$383K – – –
WPC
660
Waters Parkerson & Co
Louisiana
$380K -$19.8K -184 -5%
PGFC
661
Peapack-Gladstone Financial Corp
New Jersey
$379K -$121K -1,131 -24%
CAW
662
Cornerstone Advisors (Washington)
Washington
$376K +$18.6K +174 +5%
NGA
663
Naples Global Advisors
Florida
$375K – – –
TIM
664
Tortoise Investment Management
New York
$374K -$50.5K -471 -12%
PAG
665
Pinnacle Advisory Group
Maryland
$370K -$7.27M -67,851 -95%
CPA
666
Clear Perspective Advisors
Illinois
$367K -$365K -3,405 -50%
SPI
667
Santori & Peters Inc
Pennsylvania
$366K +$255K +2,386 +231%
CAM
668
Cubic Asset Management
Massachusetts
$364K – – –
NL
669
NVWM LLC
Pennsylvania
$363K +$33.2K +310 +10%
MFT
670
Moisand Fitzgerald Tamayo
Florida
$360K +$11.2K +104 +3%
CFD
671
Creative Financial Designs
Indiana
$359K -$214K -1,999 -37%
RA
672
Rational Advisors
New York
$353K +$353K +3,288 New
DG
673
Delek Group
Israel
$351K +$35.9K +335 +11%
AWA
674
Artemis Wealth Advisors
New York
$349K -$289K -2,000 -45%
BOS
675
Bingham Osborn & Scarborough
California
$345K +$40.5K +378 +13%
25 26
27
28 29