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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 %
AP
201
Appleton Partners
Massachusetts
$11.1M -$668K -6,232 -6%
PFM
202
Peak Financial Management
Massachusetts
$11.1M -$2.54M -23,692 -19%
TAT
203
TD Ameritrade Trust
Colorado
$11.1M +$394K +3,673 +4%
LFAS
204
Level Four Advisory Services
Texas
$11M +$932K +8,689 +9%
FTIOP
205
Fiduciary Trust International of Pennsylvania
Pennsylvania
$11M +$894K +8,336 +9%
HI
206
Horizon Investments
North Carolina
$11M -$4.12M -38,460 -27%
SFS
207
Sowell Financial Services
Arkansas
$10.9M +$1.2M +11,368 +12%
SS
208
Simplicity Solutions
Minnesota
$10.9M +$3.34M +31,165 +44%
PA
209
Parkside Advisors
California
$10.7M -$54.3K -506 -0.5%
VAM
210
Visionary Asset Management
Texas
$10.7M -$5.01M -46,879 -32%
AIM
211
Acropolis Investment Management
Missouri
$10.7M -$261K -2,437 -2%
SIM
212
SSI Investment Management
California
$10.6M +$378K +3,525 +4%
CWM
213
Chesapeake Wealth Management
Virginia
$10.4M +$10.4M +97,371 New
AMG
214
Asset Management Group
Connecticut
$10.4M +$45.7K +426 +0.4%
DCM
215
DeGreen Capital Management
Arizona
$10.4M -$645K -6,015 -6%
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$10.3M -$775K -7,229 -7%
CWM
217
Calamos Wealth Management
Illinois
$10.3M -$2.06M -19,218 -17%
AWM
218
AE Wealth Management
Kansas
$10.2M +$3.11M +29,001 +44%
CJA
219
C-J Advisory
California
$10.1M +$675K +6,311 +7%
CBT
220
Central Bank & Trust
Kentucky
$10.1M +$1.98M +18,451 +24%
FFS
221
Founders Financial Securities
Maryland
$10M +$600K +5,591 +6%
ASN
222
Advisory Services Network
Georgia
$10M -$189K -1,762 -2%
CB
223
Commerce Bank
Missouri
$10M -$8.47K -79 -0.1%
DLHL
224
Donald L. Hagan LLC
Florida
$10M -$11.3M -105,204 -53%
SWM
225
SigFig Wealth Management
California
$10M +$5.26M +158,021 +111%
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