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iShares Core International Aggregate Bond Fund
IAGG

Overview Fund Activity

310 hedge funds and large institutions have $2.72B invested in iShares Core International Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+16
Holders Change %
+5.44%
% of All Funds
4.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
40
Increased
122
Reduced
101
Closed
20
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$271K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$190M
2
BlackRock
BlackRock
New York
$557M
3
PCIA
Prime Capital Investment Advisors
Kansas
$35.6M
4
MWM
Modera Wealth Management
New Jersey
$19.6M
5
Ameriprise
Ameriprise
Minnesota
$27.3M

Top Sellers

1
Jane Street
Jane Street
New York
$16.2M
2
SWG
Summit Wealth Group
Vermont
$1.17M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$202K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$48.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
51
BIP Wealth
Georgia
$7.35M +$1.04M +21,041 +16%
PWM
52
Penobscot Wealth Management
Maine
$7.22M -$2.16M -43,849 -23%
LB
53
Leo Brokerage
Texas
$7.13M +$758K +15,404 +12%
EWA
54
Exencial Wealth Advisors
Oklahoma
$7.11M -$194K -3,935 -3%
OAM
55
Occidental Asset Management
California
$6.76M -$147K -2,981 -2%
DL
56
DOHJ LLC
Washington
$6.65M +$45.6K +926 +0.7%
AF
57
Allworth Financial
California
$6.12M -$2.22M -45,088 -27%
BWM
58
Boyd Wealth Management
California
$6.06M +$6.06M +122,969 New
PFA
59
Pure Financial Advisors
California
$5.39M -$247K -5,009 -4%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$5.37M +$739K +14,986 +16%
SAM
61
Securian Asset Management
Minnesota
$5.32M – – –
PP
62
PDS Planning
Ohio
$5.3M -$354K -7,186 -6%
AP
63
Appleton Partners
Massachusetts
$5.17M +$68.5K +1,389 +1%
GM
64
GeoWealth Management
Illinois
$5.12M +$436K +8,835 +9%
TA
65
Tectonic Advisors
Texas
$4.95M – – –
CFB
66
Cullen/Frost Bankers
Texas
$4.15M +$99.4K +2,016 +2%
FSC
67
Full Sail Capital
Oklahoma
$4.03M -$73.3K -1,487 -2%
LIA
68
LifePlan Investment Advisors
North Carolina
$4M +$4M +81,167 New
HR
69
Hardy Reed
Mississippi
$3.77M -$344K -6,976 -8%
CWP
70
Corepath Wealth Partners
Arizona
$3.61M +$221K +4,484 +7%
BF
71
Brooklyn FI
New York
$3.51M +$3.51M +71,143 New
PA
72
Paragon Advisors
Texas
$3.4M +$857K +17,389 +34%
AWM
73
AE Wealth Management
Kansas
$3.33M +$137K +2,789 +4%
LSIA
74
LaSalle St. Investment Advisors
Illinois
$3.32M -$189K -3,835 -5%
BFA
75
Brown Financial Advisory
Alabama
$3.25M +$420K +8,512 +15%
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