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iShares Core International Aggregate Bond Fund
IAGG

Overview Fund Activity

360 hedge funds and large institutions have $5.19B invested in iShares Core International Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 172 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
360
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.21%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.38%
New
36
Increased
172
Reduced
101
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$669M
2
SAG
SageView Advisory Group
California
$82.8M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$325M
4
Financial Engines Advisors
Financial Engines Advisors
California
$701M
5
WI
WealthNavi Inc
Japan
$108M

Top Sellers

1
Jane Street
Jane Street
New York
$3.1M
2
HSBC Holdings
HSBC Holdings
United Kingdom
$11.4M
3
DC
Dorval Corp
Minnesota
$10.2M
4
BlackRock
BlackRock
New York
$712M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$39.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
26
Capital Analysts LLC
Pennsylvania
$27.3M +$1.51M +29,203 +6%
ANB
27
Amarillo National Bank
Texas
$26.3M +$313K +6,048 +1%
SIM
28
Stratos Investment Management
Ohio
$25.8M +$4.96M +95,759 +24%
MWM
29
Modera Wealth Management
New Jersey
$25.8M +$953K +18,386 +4%
CWM
30
Cahaba Wealth Management
Georgia
$25.1M +$585K +11,284 +2%
FGC
31
Financial Gravity Companies
Texas
$24.1M +$24.1M +465,276 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$24M +$3.66M +70,628 +18%
ACM
33
Agincourt Capital Management
Virginia
$23.6M +$184K +3,550 +0.8%
Morgan Stanley
34
Morgan Stanley
New York
$21.2M +$63.4K +1,224 +0.3%
PIN
35
Prudent Investors Network
California
$18.9M +$3.29M +63,514 +21%
PFM
36
Phillips Financial Management
Indiana
$18.7M -$1.58M -30,573 -8%
OWA
37
Octavia Wealth Advisors
Ohio
$17.8M +$6.63M +128,008 +60%
CFG
38
Compton Financial Group
Maryland
$17.3M +$206K +3,977 +1%
Cerity Partners
39
Cerity Partners
New York
$17.2M +$1.36M +26,222 +9%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$17.1M -$151K -2,915 -0.9%
NI
41
NYL Investors
New York
$16M +$233K +4,500 +1%
UBS Group
42
UBS Group
Switzerland
$15.7M +$438K +8,450 +3%
MAV
43
Mason & Associates (Virginia)
Virginia
$15.1M +$712K +13,734 +5%
AWM
44
Apollon Wealth Management
South Carolina
$15M +$4.68M +90,399 +45%
TWM
45
Trinity Wealth Management
Pennsylvania
$14.6M +$1.39M +26,865 +11%
BC
46
Brio Consultants
California
$14.2M +$271K +5,232 +2%
AllianceBernstein
47
AllianceBernstein
Tennessee
$13.6M – – –
FPCG
48
Forum Private Client Group
Indiana
$11.6M -$1.67M -32,193 -13%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$11.4M -$12M -232,095 -51%
KA
50
Kooman & Associates
Pennsylvania
$11.2M +$105K +2,027 +0.9%
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