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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 %
FPFS
726
First Personal Financial Services
North Carolina
$264K +$195K +1,814 +282%
ZB
727
Zions Bancorporation
Utah
$261K – – –
BFG
728
Beacon Financial Group
Texas
$259K -$118K -1,105 -31%
PWM
729
Patriot Wealth Management
Texas
$259K – – –
BCM
730
Bluefin Capital Management
New York
$259K +$259K +2,412 New
PCG
731
Private Capital Group
Connecticut
$252K +$22K +205 +10%
LWA
732
Lowe Wealth Advisors
Maryland
$249K -$1.61K -15 -0.6%
HFA
733
Huber Financial Advisors
Illinois
$248K +$34.6K +323 +16%
GI
734
Glovista Investments
New Jersey
$245K +$245K +2,285 New
THWM
735
Taylor Hoffman Wealth Management
Virginia
$241K – – –
IWM
736
IHT Wealth Management
Illinois
$240K +$321 +3 +0.1%
SAMC
737
Spectrum Asset Management (Connecticut)
Connecticut
$237K +$237K +2,209 New
FNT
738
First National Trust
Pennsylvania
$233K -$63.7K -594 -21%
JRP
739
Jasper Ridge Partners
California
$232K -$95K -884 -29%
WI
740
Wintrust Investments
Illinois
$231K -$5.16M -48,171 -96%
SHWM
741
Smith & Howard Wealth Management
Georgia
$230K +$230K +2,149 New
1IA
742
1834 Investment Advisors
Wisconsin
$228K -$49.8K -464 -18%
Lido Advisors
743
Lido Advisors
California
$228K -$8.76K -82 -4%
RCS
744
Retirement Capital Strategies
California
$227K +$227K +2,115 New
BWA
745
Burt Wealth Advisors
Maryland
$222K +$35.8K +333 +19%
ACP
746
Arcus Capital Partners
Georgia
$221K +$857 +8 +0.4%
CONA
747
Capital One National Association
New York
$219K – – –
BW
748
Bison Wealth
Georgia
$215K – – –
PP
749
Palladium Partners
Virginia
$215K +$215K +2,003 New
MPIA
750
Mountain Pacific Investment Advisers
Idaho
$214K +$214K +1,994 New
28 29
30
31 32