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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 %
MWAC
751
Mariner Wealth Advisors (Cincinnati)
Ohio
$209K -$110K -1,023 -34%
PWAG
752
Polaris Wealth Advisory Group
California
$209K -$57.8K -540 -22%
ACG
753
Allen Capital Group
Nebraska
$207K – – –
RW
754
REDW Wealth
New Mexico
$206K -$6.1K -57 -3%
TTWM
755
TCV Trust & Wealth Management
Virginia
$206K – – –
BA
756
Bristlecone Advisors
Washington
$205K +$205K +1,908 New
AC
757
Alexandria Capital
Virginia
$204K -$429 -4 -0.2%
AIM
758
Arcadia Investment Management
Michigan
$201K -$61.1K -570 -23%
SIC
759
Shoker Investment Counsel
Ohio
$201K +$857 +8 +0.4%
SV
760
Sturgeon Ventures
United Kingdom
$201K +$201K +1,342 New
WA
761
WealthTrust-Arizona
Arizona
$197K +$197K +1,835 New
WAM
762
Wealthspire Advisors (Maryland)
Maryland
$190K – – –
SCM
763
Silvant Capital Management
Georgia
$187K +$187K +1,747 New
VFA
764
Valeo Financial Advisors
Indiana
$185K -$79.8K -746 -30%
CS
765
Credential Securities
$185K +$13K +121 +8%
TFO
766
Tarbox Family Office
California
$183K – – –
FCMT
767
Founders Capital Management (Texas)
Texas
$182K +$10.7K +100 +6%
PGWM
768
Parisi Gray Wealth Management
New Jersey
$173K +$25.2K +235 +17%
SWM
769
SeaCrest Wealth Management
New York
$171K -$169K -1,571 -50%
AOWM
770
Alpha Omega Wealth Management
Virginia
$168K -$3.43K -32 -2%
PFP
771
Pinnacle Financial Partners
Tennessee
$167K +$167K +1,561 New
Bessemer Group
772
Bessemer Group
New Jersey
$166K -$37.2K -348 -18%
SFC
773
SYM Financial Corp
Indiana
$166K +$10.2K +95 +7%
Lazard Asset Management
774
Lazard Asset Management
New York
$165K -$21.6M – –
CCA
775
Catalyst Capital Advisors
New York
$161K -$212K -1,975 -57%
29 30
31
32 33