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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 %
GC
701
Grimes & Company
Massachusetts
$294K +$294K +2,737 New
TFA
702
Toth Financial Advisory
Virginia
$293K +$31.7K +296 +12%
AF
703
Advisornet Financial
Minnesota
$291K -$3.1M -28,967 -91%
IAA
704
Independent Advisor Alliance
North Carolina
$290K +$290K +3,001 New
PCA
705
Personal Capital Advisors
California
$289K -$841K -7,829 -74%
CF
706
Centaurus Financial
California
$288K -$1.09M -10,154 -79%
MI
707
Moneywise Inc
Virginia
$287K +$287K +2,678 New
CFA
708
Carroll Financial Associates
North Carolina
$286K -$63.2K -589 -18%
CCMG
709
Clark Capital Management Group
Pennsylvania
$285K +$41.3K +384 +17%
FEG
710
Fund Evaluation Group
Ohio
$284K +$284K +2,652 New
VAM
711
Verity Asset Management
North Carolina
$282K -$6.33M -58,990 -96%
CBU
712
CIBC Bank USA
Illinois
$282K -$19.2K -179 -6%
RFA
713
Reilly Financial Advisors
California
$282K -$15.4K -144 -5%
WI
714
Wedgewood Investors
Pennsylvania
$282K – – –
SBIA
715
Sheaff Brock Investment Advisors
Indiana
$282K – – –
Neuberger Berman Group
716
Neuberger Berman Group
New York
$282K +$282K +2,633 New
TC
717
Telemus Capital
Michigan
$278K -$423K -3,945 -60%
NFG
718
Nations Financial Group
Iowa
$277K -$25K -233 -8%
BFPW
719
BOK Financial Private Wealth
Colorado
$277K +$63.6K +593 +30%
AFC
720
AFT Forsyth & Company
Florida
$275K – – –
GT
721
Glenview Trust
Kentucky
$275K +$3.96K +37 +1%
RI
722
Ridgewood Investments
New Jersey
$271K -$2.04K -19 -0.7%
FDCDDQ
723
Federation des caisses Desjardins du Quebec
Quebec, Canada
$269K +$183K +1,707 +213%
HIIFS
724
Harel Insurance Investments & Financial Services
Israel
$268K -$129K -1,200 -32%
AC
725
Abbrea Capital
California
$264K +$24.1K +225 +10%
27 28
29
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