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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 %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$36.5M +$21.9M +204,538 +151%
WAM
102
Watermark Asset Management
California
$35.8M -$1M -9,331 -3%
FBFS
103
First Business Financial Services
Wisconsin
$35.4M -$21.5M -200,560 -38%
RhumbLine Advisers
104
RhumbLine Advisers
Massachusetts
$35.3M +$13M +121,660 +59%
FHA
105
First Horizon Advisors
Tennessee
$34.9M +$3.68M +34,461 +12%
HighTower Advisors
106
HighTower Advisors
Illinois
$34.3M -$1.47M -13,657 -4%
AWS
107
AJ Wealth Strategies
New York
$34.2M +$32.7M +304,760 +2,152%
PFM
108
Phillips Financial Management
Indiana
$34.1M -$2M -18,673 -6%
JWM
109
Janiczek Wealth Management
Colorado
$33.7M +$7.98M +74,400 +31%
UCFA
110
United Capital Financial Advisors
Texas
$32.7M -$10.2M -95,312 -24%
IAM
111
Impax Asset Management
New Hampshire
$32M +$32M +298,750 New
Mackenzie Financial
112
Mackenzie Financial
Ontario, Canada
$31.9M -$5.2M -48,500 -14%
UBS AM
113
UBS AM
Illinois
$31.8M -$31.9M – –
DWA
114
Divergent Wealth Advisors
Utah
$31M -$4.5M -41,930 -13%
WT
115
Whittier Trust
California
$28.2M +$528K +4,927 +2%
SWP
116
Stratos Wealth Partners
Ohio
$27.9M -$1.5K -14 -0%
Boston Partners
117
Boston Partners
Massachusetts
$27.5M +$81.3K +758 +0.3%
FCH
118
Freestone Capital Holdings
Washington
$27.2M +$2.21M +20,641 +9%
LA
119
Leonetti & Associates
Illinois
$27M -$280K -2,613 -1%
BIAS
120
Beacon Investment Advisory Services
New Jersey
$26.5M +$1.1M +10,262 +4%
EPP
121
ETF Portfolio Partners
Kansas
$26.4M -$927K -8,643 -3%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$25.3M +$1.35M +12,543 +6%
Mitsubishi UFJ Trust & Banking
123
Mitsubishi UFJ Trust & Banking
Japan
$25.2M +$25.2M +234,746 New
Rafferty Asset Management
124
Rafferty Asset Management
New York
$25.1M +$25.1M +234,550 New
CG
125
Colony Group
Massachusetts
$25M +$23.6M +219,622 +1,602%
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5
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