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iShares Core International Aggregate Bond Fund
IAGG

Overview Fund Activity

298 hedge funds and large institutions have $2.93B invested in iShares Core International Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 125 increasing their positions, 101 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
298
Holders Change
-12
Holders Change %
-3.87%
% of All Funds
4.75%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
29
Increased
125
Reduced
101
Closed
38
Calls
$107K
Puts
–
Net Calls
+$107K
Net Calls Change
-$154K

Top Buyers

1
FGAM
Financial Gravity Asset Management
Texas
$120M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$269M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$11.6M
4
BlackRock
BlackRock
New York
$558M
5
Jane Street
Jane Street
New York
$22.8M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$565K
2
Ameriprise
Ameriprise
Minnesota
$14.6M
3
CAC
Certified Advisory Corp
Florida
$5.06M
4
FPCG
Forum Private Client Group
Indiana
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$48.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
51
BIP Wealth
Georgia
$7.36M +$84K +1,723 +1%
PWM
52
Penobscot Wealth Management
Maine
$7.18M +$26.8K +550 +0.4%
EWA
53
Exencial Wealth Advisors
Oklahoma
$6.95M -$93.2K -1,910 -1%
OAM
54
Occidental Asset Management
California
$6.73M +$36.5K +748 +0.5%
DL
55
DOHJ LLC
Washington
$6.35M -$198K -4,087 -3%
SAM
56
Securian Asset Management
Minnesota
$5.47M +$210K +4,300 +4%
AP
57
Appleton Partners
Massachusetts
$5.36M +$245K +5,032 +5%
PP
58
PDS Planning
Ohio
$5.31M +$71.8K +1,471 +1%
TA
59
Tectonic Advisors
Texas
$5.29M +$395K +8,100 +8%
PFA
60
Pure Financial Advisors
California
$5.27M -$56.6K -1,161 -1%
GM
61
GeoWealth Management
Illinois
$5.13M +$69.9K +1,433 +1%
CAC
62
Certified Advisory Corp
Florida
$5.06M -$11.9M -272,500 -70%
BWA
63
Burt Wealth Advisors
Maryland
$4.87M +$4.38M +89,822 +897%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$4.84M -$481K -9,856 -9%
AWM
65
Apollon Wealth Management
South Carolina
$4.26M +$4.26M +87,269 New
LPAM
66
Lodestar Private Asset Management
California
$4.23M +$1.48M +30,321 +54%
PA
67
Paragon Advisors
Texas
$4.16M +$793K +16,260 +24%
HR
68
Hardy Reed
Mississippi
$4.11M +$381K +7,813 +10%
FSC
69
Full Sail Capital
Oklahoma
$4M +$10.3K +211 +0.3%
LIA
70
LifePlan Investment Advisors
North Carolina
$3.94M -$23.3K -478 -0.6%
BFA
71
Brown Financial Advisory
Alabama
$3.91M +$691K +14,175 +22%
CWP
72
Corepath Wealth Partners
Arizona
$3.67M +$78.3K +1,602 +2%
ZIMP
73
Zimmermann Investment Management & Planning
Pennsylvania
$3.65M +$2.78M +56,912 +316%
GWM
74
Grand Wealth Management
Michigan
$3.53M +$644K +13,206 +22%
AF
75
Allworth Financial
California
$3.49M -$2.56M -52,498 -42%
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