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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 %
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$18.1M -$13.4M -124,833 -43%
AA
152
Alesco Advisors
New York
$18M +$4.98M +46,396 +38%
SF
153
Synovus Financial
Georgia
$17.6M +$899K +8,386 +5%
FA
154
FC Advisory
Pennsylvania
$17.6M +$531K +4,947 +3%
GFPC
155
Global Financial Private Capital
Florida
$17.4M +$6.71M +62,517 +63%
NA
156
NewEdge Advisors
Louisiana
$17.4M +$1.9M +17,786 +12%
CS
157
Credit Suisse
Switzerland
$17.2M +$17.2M +160,243 New
JWA
158
JFS Wealth Advisors
Pennsylvania
$17M -$1.5M -14,006 -8%
BTNA
159
Bremer Trust National Association
Minnesota
$16.2M -$806K -7,511 -5%
KP
160
Keel Point
Alabama
$16.2M -$12.5M -116,369 -44%
BCI
161
Brinker Capital Investments
Pennsylvania
$15.6M +$214K +1,996 +1%
FNBT
162
FineMark National Bank & Trust
Florida
$15.5M -$434K -4,044 -3%
CL
163
CPWM LLC
Washington
$15.2M +$3.86M +35,956 +34%
IFA
164
Interactive Financial Advisors
Illinois
$15.1M -$1.75M -16,296 -10%
HCM
165
Howard Capital Management
Georgia
$15.1M +$4.9M +45,673 +48%
Bank of Montreal
166
Bank of Montreal
Ontario, Canada
$14.5M -$183K -1,702 -1%
SPC
167
Sigma Planning Corp
Michigan
$14.3M -$205K -1,912 -1%
AI
168
Atria Investments
North Carolina
$14.2M -$2.03M -18,884 -12%
CCT
169
Capital City Trust
Florida
$14M +$10.5M +97,915 +302%
CIR
170
Clear Investment Research
Georgia
$14M +$76.3K +711 +0.5%
NAM
171
North American Management
Massachusetts
$13.9M +$624K +5,819 +5%
PFS
172
Prospera Financial Services
Texas
$13.8M +$201K +1,884 +1%
CAN
173
Cetera Advisor Networks
California
$13.6M +$3.13M +29,159 +30%
RCAG
174
Rehmann Capital Advisory Group
Michigan
$13.5M +$733K +6,835 +6%
BOH
175
Bank of Hawaii
Hawaii
$13.5M – – –
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7
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