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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
$689M
3
SC
Syon Capital
California
$109M
4
Bank of America
Bank of America
North Carolina
$54.2M
5
Morgan Stanley
Morgan Stanley
New York
$48.3M

Top Sellers

1
SAG
SageView Advisory Group
California
$84.8M
2
Jane Street
Jane Street
New York
$0
3
AF
Advisornet Financial
Minnesota
$19.1K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$261M
5
MMI
Matson Money Inc
Ohio
$414M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
GDS Wealth Management
Texas
$21.4M +$905K +18,175 +4%
ACM
27
Agincourt Capital Management
Virginia
$21.2M +$672K +13,500 +3%
MWM
28
Modera Wealth Management
New Jersey
$20.9M +$809K +16,254 +4%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$20.7M +$3.12M +62,627 +18%
FAAM
30
First Ascent Asset Management
Colorado
$19.2M +$1.4M +28,045 +8%
CAN
31
Cetera Advisor Networks
California
$19M +$2.41M +48,478 +15%
Goldman Sachs
32
Goldman Sachs
New York
$18.2M +$17M +340,932 +1,404%
DC
33
Dorval Corp
Minnesota
$17.7M +$17.7M +355,487 New
CFG
34
Compton Financial Group
Maryland
$15.5M -$219K -4,406 -1%
SA
35
Stewardship Advisors
Pennsylvania
$15.3M -$1.67M -33,595 -10%
NI
36
NYL Investors
New York
$14.3M -$110K -2,200 -0.8%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$14.1M +$2.56M +51,460 +22%
Cerity Partners
38
Cerity Partners
New York
$13.1M +$2.44M +49,085 +23%
UBS Group
39
UBS Group
Switzerland
$12.6M -$6.01M -120,694 -32%
FPCG
40
Forum Private Client Group
Indiana
$12.1M +$12.1M +242,728 New
BC
41
Brio Consultants
California
$11.9M +$428K +8,595 +4%
Ameriprise
42
Ameriprise
Minnesota
$11.9M -$3.01M -60,463 -20%
CFB
43
Cullen/Frost Bankers
Texas
$10.8M +$7.9M +158,697 +269%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$10.4M +$2.64M +53,016 +34%
KA
45
Kooman & Associates
Pennsylvania
$10.2M -$410K -8,241 -4%
MSFS
46
Main Street Financial Solutions
Pennsylvania
$9.32M -$411K -8,262 -4%
AFG
47
Arkansas Financial Group
Arkansas
$9.16M +$178K +3,569 +2%
UCFA
48
United Capital Financial Advisors
Texas
$8.69M -$2.86M -57,519 -25%
NCM
49
New Capital Management
Texas
$8.47M +$6.92M +138,950 +446%
TWM
50
Trinity Wealth Management
Pennsylvania
$8.06M -$38K -764 -0.5%
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