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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 %
SCA
901
Sage Capital Advisors
South Dakota
– -$919K -8,404 Closed
ACM
902
Ashford Capital Management
Delaware
– -$914K -8,356 Closed
JG
903
Jefferies Group
New York
– -$865K -7,908 Closed
WC
904
Weil Company
California
– -$770K -7,045 Closed
FFA
905
First Foundation Advisors
California
– -$723K -6,616 Closed
EAM
906
Eagle Asset Management
Florida
– -$590K -5,503 Closed
BAM
907
Brave Asset Management
New Jersey
– -$561K -5,128 Closed
AB
908
AT Bancorp
Iowa
– -$543K -4,965 Closed
PCM
909
Pointe Capital Management
Michigan
– -$521K -4,768 Closed
AIFS
910
A&I Financial Services
Colorado
– -$512K -4,687 Closed
AWMG
911
Alliance Wealth Management Group
New Jersey
– -$465K -4,269 Closed
BAM
912
Belpointe Asset Management
Nevada
– -$445K -4,070 Closed
SG
913
Strid Group
Pennsylvania
– -$439K -4,012 Closed
RCA
914
Rex Capital Advisors
Rhode Island
– -$429K -3,925 Closed
NCM
915
Novare Capital Management
North Carolina
– -$423K -3,872 Closed
KTC
916
Kistler-Tiffany Companies
Pennsylvania
– -$390K -3,565 Closed
TCOT
917
Trust Company of Toledo
Ohio
– -$390K -3,563 Closed
SRC
918
Shufro Rose & Co
New York
– -$368K -3,365 Closed
FIM
919
Fernwood Investment Management
Massachusetts
– -$359K -3,282 Closed
CIM
920
Confluence Investment Management
Missouri
– -$338K -3,091 Closed
MWM
921
Meridian Wealth Management
Kentucky
– -$316K -2,895 Closed
MCIA
922
Mountain Capital Investment Advisors
Colorado
– -$307K -2,807 Closed
VCA
923
Verdence Capital Advisors
Maryland
– -$295K -2,700 Closed
SWM
924
Sequoia Wealth Management
Illinois
– -$281K -2,572 Closed
LRIA
925
Leonard Rickey Investment Advisors
Washington
– -$274K -2,508 Closed
35 36
37
38 39