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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 %
FAAS
126
First Allied Advisory Services
California
$24.6M +$2.2M +20,516 +10%
BHWM
127
Bar Harbor Wealth Management
New Hampshire
$24.5M +$2.77M +25,786 +13%
UR
128
USCA RIA
Texas
$24.3M +$814K +7,593 +3%
SFA
129
Sequoia Financial Advisors
Ohio
$24.1M -$3.27M -30,463 -12%
CA
130
Cambridge Associates
Massachusetts
$24M +$6.15M +57,313 +34%
FAT
131
First American Trust
California
$23.9M +$2.4M +22,421 +11%
Susquehanna International Group
132
Susquehanna International Group
Pennsylvania
$23.3M +$23.3M +217,068 New
Franklin Resources
133
Franklin Resources
California
$23.1M +$1.56M +14,510 +7%
CA
134
Cetera Advisors
Colorado
$23.1M -$15.4M -143,850 -40%
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
$22.7M +$1.45M +13,487 +7%
Truist Financial
136
Truist Financial
North Carolina
$22.7M +$2.35M +21,913 +12%
IA
137
IFP Advisors
Florida
$22.4M – – –
LA
138
LVW Advisors
New York
$21.7M -$2.85M -26,589 -12%
RJT
139
Raymond James Trust
Florida
$21.7M +$1.2M +11,147 +6%
SFPM
140
Sensible Financial Planning & Management
Massachusetts
$21.6M +$4.87M +45,414 +29%
EIG
141
Ellenbecker Investment Group
Wisconsin
$21.6M +$966K +9,007 +5%
PAG
142
Private Advisor Group
New Jersey
$21.4M +$8.96M +83,556 +72%
LF
143
Lee Financial
Texas
$20.8M -$9.33K -87 -0%
GWM
144
Geneos Wealth Management
Colorado
$20.8M +$11.4M +105,744 +122%
BFA
145
Beaumont Financial Advisors
Massachusetts
$20.7M -$9.45M -88,074 -31%
MA
146
MUFG Americas
New York
$20.2M +$2.02M +18,790 +11%
AWA
147
ARS Wealth Advisors
Florida
$19.4M +$313K +2,916 +2%
Barclays
148
Barclays
United Kingdom
$19.1M +$1.73M +16,127 +10%
HFS
149
HL Financial Services
Kentucky
$18.5M +$18.5M +172,774 New
TCM
150
Towercrest Capital Management
Pennsylvania
$18.2M -$303K -2,825 -2%
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