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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 %
MPWT
776
MassMutual Private Wealth & Trust
Connecticut
$156K -$8.37K -78 -5%
S
777
SignatureFD
Georgia
$154K +$154K +1,432 New
GEA
778
Glen Eagle Advisors
New Jersey
$150K +$18.9K +176 +14%
LGWM
779
Litman Gregory Wealth Management
California
$134K +$19.4K +181 +17%
LPIC
780
LeJeune Puetz Investment Counsel
Michigan
$131K -$10.7K -100 -8%
LFA
781
Legacy Financial Advisors
Kentucky
$130K +$78.6K +738 +153%
OIA
782
OneDigital Investment Advisors
Kansas
$129K -$124K -1,150 -49%
CHC
783
City Holding Co
West Virginia
$128K – – –
Financial Engines Advisors
784
Financial Engines Advisors
California
$125K +$125K +1,167 New
GBBWRPM
785
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$121K +$121K +1,132 New
CA
786
Crewe Advisors
Utah
$117K -$2.36K -22 -2%
DSC
787
Duncker Streett & Co
Missouri
$115K – – –
CCA
788
Clearwater Capital Advisors
Illinois
$112K +$112K +1,046 New
OWA
789
One Wealth Advisors
California
$111K +$33.2K +310 +43%
BAM
790
Barrett Asset Management
New York
$108K -$21.5K -200 -17%
WWM
791
Wagner Wealth Management
South Carolina
$107K – – –
PWM
792
Perigon Wealth Management
California
$105K -$126K -1,177 -55%
SA
793
SRH Advisors
Kansas
$100K +$73.3K +685 +274%
GTAM
794
Global Trust Asset Management
Florida
$99K – – –
Nomura Holdings
795
Nomura Holdings
Japan
$96.9K – – –
HT
796
Heritage Trust
Oklahoma
$93K – – –
CAC
797
Certified Advisory Corp
Florida
$93K +$75.1K +706 +420%
MIM
798
Macroview Investment Management
Maryland
$86K -$117K -1,098 -58%
CCM
799
Covington Capital Management
California
$86K – – –
GI
800
Gradient Investments
Minnesota
$84K +$82.3K +766 +4,788%
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32
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