IAGG icon

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 %
CFD
51
Creative Financial Designs
Indiana
$7.8M +$7.58M +152,260 +3,516%
PP
52
PDS Planning
Ohio
$7.67M +$2.24M +44,995 +41%
BW
53
BIP Wealth
Georgia
$7.63M +$122K +2,441 +2%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$7.61M +$6.72M +135,004 +762%
CFA
55
Capstone Financial Advisors
Illinois
$7.57M -$2.27M -45,651 -23%
PWM
56
Penobscot Wealth Management
Maine
$7.53M +$202K +4,064 +3%
APW
57
Acima Private Wealth
Virginia
$7.34M +$7.34M +147,464 New
OAM
58
Occidental Asset Management
California
$7.34M +$469K +9,420 +7%
EWA
59
Exencial Wealth Advisors
Oklahoma
$7.06M -$36.5K -733 -0.5%
AWM
60
Apollon Wealth Management
South Carolina
$7.01M +$2.66M +53,437 +61%
AP
61
Aspect Partners
Virginia
$6.87M +$6.87M +137,872 New
SA
62
Strategic Advocates
Utah
$6.39M +$4.58M +91,930 +253%
SAM
63
Securian Asset Management
Minnesota
$5.93M +$339K +6,800 +6%
AP
64
Appleton Partners
Massachusetts
$5.55M +$74.1K +1,487 +1%
TA
65
Tectonic Advisors
Texas
$5.4M – – –
GWM
66
Grand Wealth Management
Michigan
$5.36M +$1.75M +35,221 +49%
ACA
67
Ackerman Capital Advisors
Texas
$5.34M +$5.34M +107,216 New
GM
68
GeoWealth Management
Illinois
$5.21M -$26.4K -530 -0.5%
PFA
69
Pure Financial Advisors
California
$5.15M -$229K -4,599 -4%
BF
70
Brooklyn FI
New York
$5.11M +$2.85M +57,328 +126%
LPAM
71
Lodestar Private Asset Management
California
$5.11M +$784K +15,743 +18%
PA
72
Paragon Advisors
Texas
$4.74M +$498K +10,003 +12%
BWA
73
Burt Wealth Advisors
Maryland
$4.24M -$736K -14,786 -15%
FSC
74
Full Sail Capital
Oklahoma
$4.22M +$145K +2,912 +4%
LIA
75
LifePlan Investment Advisors
North Carolina
$4.09M +$70.9K +1,424 +2%
1 2
3
4 5