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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 %
FANJ
801
Financial Architects (New Jersey)
New Jersey
$82K +$7.21K +67 +10%
TC
802
Trilogy Capital
California
$80K -$39.4M -367,514 -100%
JCM
803
Jacobi Capital Management
Pennsylvania
$78K +$10.5K +98 +16%
ACS
804
Archford Capital Strategies
Illinois
$76K +$76K +695 New
WC
805
Whitnell & Co
Illinois
$76K +$76K +713 New
WC
806
Westwind Capital
New Mexico
$75K +$75K +696 New
CB
807
Community Bank
New York
$71K – – –
PCP
808
Proficio Capital Partners
Massachusetts
$70K – – –
SIS
809
Sound Income Strategies
Florida
$70K +$52.8K +495 +307%
CCM
810
Cribstone Capital Management
Maine
$67K – – –
AWA
811
Acorn Wealth Advisors
Michigan
$64K +$421 +4 +0.7%
MGI
812
MayTech Global Investments
New York
$64K +$64K +600 New
WCM
813
Whitener Capital Management
North Carolina
$63K +$63K +591 New
BFC
814
Bedel Financial Consulting
Indiana
$63K +$63K +592 New
OC
815
Oakworth Capital
Alabama
$57K -$126K -1,185 -69%
BHB
816
Bank Hapoalim BM
Israel
$57K +$17.2K +160 +43%
MWM
817
MinichMacGregor Wealth Management
New York
$55K – – –
CPIG
818
Chicago Partners Investment Group
Illinois
$55K +$320 +3 +0.6%
PSC
819
Prentiss Smith & Co
Vermont
$55K +$55K +515 New
AC
820
Avestar Capital
New York
$48K -$91.4K -861 -66%
BCA
821
Bray Capital Advisors
Florida
$43K +$43K +400 New
FMII
822
Farmers & Merchants Investments Inc
Nebraska
$40K -$16.9K -157 -30%
FRA
823
Front Row Advisors
California
$40K – – –
IAS
824
INR Advisory Services
Pennsylvania
$39K – – –
TDC
825
Thompson Davis & Co
Virginia
$37K +$17.7K +163 +92%
31 32
33
34 35