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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 %
Principal Financial Group
926
Principal Financial Group
Iowa
– -$273K -2,498 Closed
MWA
927
MFA Wealth Advisors
Pennsylvania
– -$264K -2,432 Closed
I
928
IberiaBank
Louisiana
– -$248K -2,274 Closed
LA
929
LexAurum Advisors
Kansas
– -$243K -2,231 Closed
FLI
930
Family Legacy Inc
South Carolina
– -$225K -2,056 Closed
WA
931
Wealth Architects
California
– -$223K -2,043 Closed
IIA
932
IPG Investment Advisors
California
– -$219K -1,999 Closed
VHAM
933
Van Hulzen Asset Management
California
– -$215K -1,968 Closed
HIC
934
Holderness Investments Company
North Carolina
– -$208K -1,900 Closed
WWM
935
Windsor Wealth Management
Indiana
– -$204K -1,862 Closed
BO
936
Bank OZK
Arkansas
– -$203K -1,857 Closed
TI
937
Truepoint Inc
Ohio
– -$203K -1,853 Closed
AFNAS
938
American Financial Network Advisory Services
California
– -$164K -1,500 Closed
IWP
939
Icon Wealth Partners
Texas
– -$155K -1,417 Closed
AAM
940
Alken Asset Management
United Kingdom
– -$131K -1,197 Closed
RFM
941
Royal Fund Management
Florida
– -$112K -1,032 Closed
MLIC
942
Mandatum Life Insurance Company
Finland
– -$112K -1,020 Closed
WAS
943
WESPAC Advisors SoCal
California
– -$92K -845 Closed
PS
944
Portfolio Strategies
New York
– -$82K -750 Closed
JFA
945
JNBA Financial Advisors
Minnesota
– -$77K -702 Closed
PGA
946
Premia Global Advisors
Florida
– -$57K -538 Closed
LC
947
Landaas & Company
Wisconsin
– -$32K -295 Closed
CMO
948
Covenant Multifamily Offices
Texas
– -$25K -226 Closed
IDBONY
949
Israel Discount Bank of New York
New York
– -$23K -210 Closed
KJWM
950
Kiley Juergens Wealth Management
Washington
– -$21K -200 Closed
35 36 37
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