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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 %
MOS
826
MGO One Seven
Ohio
$35K -$870 -8 -2%
RPG
827
Risk Paradigm Group
Texas
$34.6K -$11.9K -111 -26%
JAM
828
JCIC Asset Management
Ontario, Canada
$34K +$34K +315 New
WDL
829
Well Done LLC
Michigan
$34K +$34K +320 New
WTB
830
Washington Trust Bank
Washington
$29K -$2.13K -20 -7%
WAS
831
Winch Advisory Services
Wisconsin
$29K – – –
LWCFA
832
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29K +$29K +274 New
FCFS
833
First Command Financial Services
Texas
$28K – – –
FCB
834
First Command Bank
Texas
$27.8K – – –
SNT
835
Security National Trust
West Virginia
$27K – – –
MIFH
836
Migdal Insurance & Financial Holdings
Israel
$25K – – –
GWS
837
Glassman Wealth Services
Virginia
$24K – – –
DBT
838
Dubuque Bank & Trust
Iowa
$23K -$20.2K -188 -47%
HDIM
839
Hanson & Doremus Investment Management
Vermont
$21K – – –
AWM
840
AllSquare Wealth Management
New York
$21K – – –
OPWM
841
Oak Point Wealth Management
Michigan
$20K -$3.56M -34,021 -99%
AA
842
AlphaMark Advisors
Kentucky
$17K – – –
EDRH
843
Edmond de Rothschild Holding
Switzerland
$15K -$584K -5,455 -97%
OFW
844
Omnia Family Wealth
Florida
$15K – – –
EWM
845
Elmwood Wealth Management
California
$14.1K +$14.1K +131 New
MFW
846
Mosaic Family Wealth
Missouri
$14K -$41.5K -400 -75%
LA
847
Legacy Advisors
Pennsylvania
$14K -$8.42K -80 -38%
ME
848
McIlrath & Eck
Washington
$14K – – –
PK
849
Pflug Koory
Nebraska
$14K – – –
AA
850
Advisory Alpha
Michigan
$13K -$15.6K -145 -55%
32 33
34
35 36