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iShares Core International Aggregate Bond Fund
IAGG

Overview Fund Activity

344 hedge funds and large institutions have $4.16B invested in iShares Core International Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 150 increasing their positions, 101 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
344
Holders Change
+24
Holders Change %
+7.5%
% of All Funds
4.99%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
45
Increased
150
Reduced
101
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$192M
2
Betterment LLC
Betterment LLC
New York
+$58.4M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$53.4M
4
WI
WealthNavi Inc
Japan
+$45.2M
5
Jane Street
Jane Street
New York
+$42.4M

Top Sellers

1
FGAM
Financial Gravity Asset Management
Texas
-$253M
2
SAG
SageView Advisory Group
California
-$84.8M
3
SC
Syon Capital
California
-$51.8M
4
BlackRock
BlackRock
New York
-$47.7M
5
Morgan Stanley
Morgan Stanley
New York
-$27.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
51
Octavia Wealth Advisors
Ohio
$10M +$9.5M +190,212 +1,888%
NCM
52
New Capital Management
Texas
$9.1M +$607K +12,148 +7%
AWM
53
Apollon Wealth Management
South Carolina
$9.1M +$2.07M +41,448 +29%
AFG
54
Arkansas Financial Group
Arkansas
$8.74M -$454K -9,082 -5%
CFD
55
Creative Financial Designs
Indiana
$8.09M +$272K +5,443 +3%
UCFA
56
United Capital Financial Advisors
Texas
$8.02M -$698K -13,979 -8%
OAM
57
Occidental Asset Management
California
$7.96M +$602K +12,052 +8%
PWM
58
Penobscot Wealth Management
Maine
$7.85M +$298K +5,969 +4%
BW
59
BIP Wealth
Georgia
$7.81M +$149K +2,987 +2%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$7.74M +$109K +2,187 +1%
PP
61
PDS Planning
Ohio
$7.67M -$15.3K -306 -0.2%
CFA
62
Capstone Financial Advisors
Illinois
$7.36M -$235K -4,710 -3%
AP
63
Aspect Partners
Virginia
$7.03M +$143K +2,864 +2%
ACA
64
Ackerman Capital Advisors
Texas
$6.98M +$1.62M +32,485 +30%
EWA
65
Exencial Wealth Advisors
Oklahoma
$6.74M -$334K -6,678 -5%
SAM
66
Securian Asset Management
Minnesota
$6.1M +$150K +3,000 +3%
AP
67
Appleton Partners
Massachusetts
$5.63M +$68.9K +1,380 +1%
CFB
68
Cullen/Frost Bankers
Texas
$5.48M -$5.39M -107,943 -50%
TA
69
Tectonic Advisors
Texas
$5.42M – – –
LPAM
70
Lodestar Private Asset Management
California
$5.26M +$139K +2,781 +3%
PFA
71
Pure Financial Advisors
California
$5.25M +$82.6K +1,653 +2%
BF
72
Brooklyn FI
New York
$5.25M +$118K +2,353 +2%
BWM
73
Boyd Wealth Management
California
$5.16M +$5.16M +103,228 New
GWM
74
Grand Wealth Management
Michigan
$4.94M -$434K -8,690 -8%
LIA
75
LifePlan Investment Advisors
North Carolina
$4.33M +$227K +4,538 +6%
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