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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 %
SFG
851
SevenBridge Financial Group
Pennsylvania
$12K – – –
RFWA
852
RPg Family Wealth Advisory
Massachusetts
$11.9K +$11.9K +111 New
HR
853
Howe & Rusling
New York
$10K – – –
MCM
854
MV Capital Management
Maryland
$9K -$8.49M -80,167 -100%
FGC
855
Financial Gravity Companies
Texas
$9K +$1.4K +14 +18%
FGAM
856
Financial Gravity Asset Management
Texas
$9K +$9K +90 New
SWMG
857
Signature Wealth Management Group
Georgia
$8K – – –
CTC
858
Central Trust Company
Missouri
$8K – – –
RBC
859
Roble Belko & Company
Pennsylvania
$7K – – –
BWL
860
Bogart Wealth LLC
Virginia
$7K – – –
IFAM
861
Institutional & Family Asset Management
Colorado
$6K +$6K +58 New
OGC
862
Oak Grove Capital
New Hampshire
$6K +$6K +60 New
SIM
863
Sonora Investment Management
Arizona
$4.83K -$2.15K -20 -31%
AIL
864
AGF Investments LLC
Ontario, Canada
$4K +$4K +34 New
SFM
865
Signet Financial Management
New Jersey
$4K +$4K +35 New
TCM
866
Tradewinds Capital Management
Washington
$2K – – –
NR
867
Newfound Research
Massachusetts
$2K – – –
PFA
868
Pathway Financial Advisors
Vermont
$2K – – –
MYIA
869
Mount Yale Investment Advisors
Colorado
$2K +$2K +23 New
DRS
870
Deane Retirement Strategies
Louisiana
$1K -$7.07M -84,879 -100%
LYV
871
Live Your Vision
Pennsylvania
$1K -$243K -2,920 -100%
OSNBOA
872
Old Second National Bank of Aurora
Illinois
$1K +$1K +9 New
IF
873
Ironwood Financial
Arizona
$1K +$1K +10 New
FA
874
Fagan Associates
New York
$575 – – –
TC
875
Toews Corporation
New Jersey
– -$130M -1,187,900 Closed
33 34
35
36 37