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iShares Core International Aggregate Bond Fund
IAGG

Overview Fund Activity

320 hedge funds and large institutions have $3.91B invested in iShares Core International Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 143 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
+22
Holders Change %
+7.38%
% of All Funds
4.69%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.4%
New
55
Increased
143
Reduced
93
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$574M
2
BlackRock
BlackRock
New York
+$119M
3
SC
Syon Capital
California
+$60.2M
4
Bank of America
Bank of America
North Carolina
+$28.6M
5
Morgan Stanley
Morgan Stanley
New York
+$26.2M

Top Sellers

1
SAG
SageView Advisory Group
California
-$65.2M
2
Jane Street
Jane Street
New York
-$22.8M
3
AF
Advisornet Financial
Minnesota
-$17.3M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$12.9M
5
MMI
Matson Money Inc
Ohio
-$11.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
226
Apollon Financial
South Carolina
$323K +$323K +6,480 New
TC
227
Tenret Company
Florida
$321K +$321K +6,453 New
BSW
228
Buckingham Strategic Wealth
Missouri
$315K +$315K +6,329 New
PWM
229
Perigon Wealth Management
California
$310K -$12.7K -254 -4%
US Bancorp
230
US Bancorp
Minnesota
$307K +$277K +5,565 +915%
PAS
231
Park Avenue Securities
New York
$306K +$17.9K +360 +6%
Corient Private Wealth
232
Corient Private Wealth
Florida
$304K -$6.77K -136 -2%
EA
233
Emerald Advisors
Washington
$301K +$301K +6,039 New
SC
234
Scotia Capital
Ontario, Canada
$293K – – –
GPA
235
Garrison Point Advisors
California
$290K – – –
AAS
236
Avantax Advisory Services
Texas
$284K -$763K -15,313 -73%
SWC
237
Spectrum Wealth Counsel
Indiana
$284K +$284K +5,703 New
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$284K +$284K +5,703 New
PA
239
PFG Advisors
Arizona
$281K +$19.8K +397 +8%
CBFP
240
Cedar Brook Financial Partners
Ohio
$274K +$248 +5 +0.1%
Qube Research & Technologies (QRT)
241
Qube Research & Technologies (QRT)
United Kingdom
$272K +$272K +5,458 New
FTS
242
Fifth Third Securities
Ohio
$257K +$257K +5,160 New
SFG
243
Summit Financial Group
West Virginia
$249K – – –
CSB
244
City State Bank
Iowa
$249K – – –
ONB
245
Old National Bancorp
Indiana
$248K – – –
HPM
246
Hoxton Planning & Management
West Virginia
$247K -$15.8K -317 -6%
IHWM
247
Iron Horse Wealth Management
Iowa
$246K -$398 -8 -0.2%
Susquehanna International Group
248
Susquehanna International Group
Pennsylvania
$234K +$234K +4,692 New
UB
249
UMB Bank
Missouri
$232K +$1.94K +39 +0.8%
NC
250
Napatree Capital
Rhode Island
$228K +$228K +4,569 New
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