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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 %
SBWM
176
Sunflower Bank Wealth Management
Arizona
$13.5M -$108K -1,008 -0.8%
HNB
177
Huntington National Bank
Ohio
$13.3M -$13.8M – –
VIM
178
VCU Investment Management
Virginia
$13.3M +$3.39M +31,570 +34%
SFA
179
Stewardship Financial Advisors
Georgia
$13.1M -$1.38M -12,839 -9%
WAAG
180
Wealth Alliance Advisory Group
Kansas
$13.1M +$8.35M +77,901 +175%
WIP
181
Wellesley Investment Partners
Massachusetts
$13.1M +$2.12M +19,796 +19%
HCA
182
Heck Capital Advisors
Wisconsin
$12.9M +$226K +2,109 +2%
Natixis Advisors
183
Natixis Advisors
Massachusetts
$12.7M -$1.11M -10,360 -8%
PA
184
Prism Advisors
California
$12.7M +$1.04M +9,817 +9%
BWA
185
BlueSky Wealth Advisors
North Carolina
$12.6M +$189K +1,766 +2%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$12.6M +$231K +2,154 +2%
HFA
187
High Falls Advisors
New York
$12.6M +$818K +7,627 +7%
CA
188
Calton & Associates
Florida
$12.5M +$521K +4,860 +4%
WT
189
Washington Trust
Rhode Island
$12.4M -$3.83M -35,690 -24%
EA
190
Edge Advisors
Georgia
$12.3M -$662K -6,170 -5%
WA
191
Wilshire Advisors
California
$12.2M +$861K +8,027 +8%
TCM
192
Twin Capital Management
Pennsylvania
$12.2M +$880K +8,205 +8%
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$11.9M -$392K -3,654 -3%
GLA
194
Good Life Advisors
Pennsylvania
$11.9M -$82.8K -774 -0.7%
WFWM
195
Wechter Feldman Wealth Management
New Jersey
$11.9M -$2.7M -25,207 -19%
SCP
196
Silverleafe Capital Partners
Tennessee
$11.8M +$540K +5,035 +5%
PWPCM
197
Perella Weinberg Partners Capital Management
New York
$11.7M -$2.24M -20,904 -16%
M&T Bank
198
M&T Bank
New York
$11.6M +$195K +1,822 +2%
FCIM
199
Fairview Capital Investment Management
California
$11.6M -$1.61M -14,975 -12%
ANB
200
Amarillo National Bank
Texas
$11.1M – – –
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