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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 %
NB
676
NBT Bank
New York
$344K – – –
ClearBridge Investments
677
ClearBridge Investments
New York
$344K +$96.5K +901 +39%
GJIC
678
Gamble Jones Investment Counsel
California
$342K -$24.7K -231 -7%
WIA
679
Wealthstreet Investment Advisors
Texas
$340K – – –
RIG
680
RiverFront Investment Group
Virginia
$339K +$339K +3,162 New
CCM
681
Coe Capital Management
Illinois
$337K -$166K -1,550 -33%
BCP
682
Blue Chip Partners
Michigan
$336K +$235K +2,191 +232%
TRCT
683
Tower Research Capital (TRC)
New York
$334K -$703K -6,556 -68%
CIC
684
Carnegie Investment Counsel
Ohio
$331K +$28.7K +271 +9%
LIM
685
Leavell Investment Management
Alabama
$328K -$322 -3 -0.1%
NSIM
686
North Star Investment Management
Illinois
$320K +$12.9K +120 +4%
UBG
687
United Bank (Georgia)
Georgia
$319K – – –
GAG
688
GM Advisory Group
New York
$315K +$315K +2,938 New
RIM
689
Rampart Investment Management
Connecticut
$309K -$65.4K -610 -17%
SFWA
690
Summit Financial Wealth Advisors
Louisiana
$309K +$40.9K +381 +15%
WAM
691
Weatherly Asset Management
California
$306K -$96.4K -900 -24%
FWM
692
FFT Wealth Management
Pennsylvania
$305K +$305K +2,841 New
Rockefeller Capital Management
693
Rockefeller Capital Management
New York
$304K +$304K +2,833 New
BJ
694
Brouwer & Janachowski
California
$302K -$3.65K -34 -1%
DWM
695
Dakota Wealth Management
Florida
$302K +$322 +3 +0.1%
Koshinski Asset Management
696
Koshinski Asset Management
Illinois
$301K -$86.5K -807 -22%
SS
697
Sunbelt Securities
Texas
$301K +$65.6K +612 +28%
KFGK
698
Keystone Financial Group (Kentucky)
Kentucky
$299K -$13.5M -126,283 -98%
GCA
699
Guardian Capital Advisors
Ontario, Canada
$299K +$42.7K +400 +17%
LFS
700
Legacy Financial Strategies
Kansas
$295K -$18.6K -173 -6%
26 27
28
29 30