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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 %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$83.8M -$6.03M -56,258 -7%
FI
52
FormulaFolio Investments
Michigan
$80.4M +$65.5M +611,044 +442%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$79.6M +$2.76M +25,753 +4%
HHGA
54
Halbert Hargrove Global Advisors
California
$73.8M +$850K +7,926 +1%
MA
55
MCF Advisors
Kentucky
$71.9M -$11.7M -109,194 -14%
CWM
56
Cahaba Wealth Management
Georgia
$69.5M +$5.73M +53,620 +9%
Stifel Financial
57
Stifel Financial
Missouri
$68.7M +$11.7M +108,835 +20%
MBT
58
Monroe Bank & Trust
Michigan
$67.9M +$4.76M +44,389 +8%
Deutsche Bank
59
Deutsche Bank
Germany
$67.1M +$67.1M +625,945 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$66.4M +$10.4M +97,153 +19%
BTS
61
BB&T Securities
Virginia
$66.4M +$14.9M +138,678 +29%
RW
62
Rand Wealth
Maryland
$65.6M +$2.44M +22,741 +4%
ZIM
63
Zacks Investment Management
Illinois
$63.4M +$4.6M +42,877 +8%
AG
64
Advisor Group
Arizona
$63M -$4.26M -39,673 -6%
RFC
65
Regions Financial Corp
Alabama
$61.6M -$5.78M -53,889 -9%
BC
66
Brinker Capital
Pennsylvania
$59.1M +$58M +540,344 +5,184%
CFIA
67
Cantor Fitzgerald Investment Advisors
New York
$58.8M -$373K -3,481 -0.6%
USAA
68
United Services Automobile Association
Texas
$58.5M +$12.3M +115,045 +27%
TCM
69
Twele Capital Management
Minnesota
$57.1M +$342K +3,192 +0.6%
CHP
70
Cable Hill Partners
Oregon
$56.9M +$5.49M +51,367 +11%
AF
71
Alerus Financial
North Dakota
$56.6M +$856K +7,983 +2%
SIM
72
Sigma Investment Management
Oregon
$55.4M +$618K +5,759 +1%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$55.4M +$8.82M +82,238 +19%
SMA
74
Simply Money Advisors
Ohio
$55.3M -$28.2M -262,514 -34%
B
75
Bailard
California
$55.1M +$8.5M +79,298 +18%
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