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iShares Core International Aggregate Bond Fund

378 hedge funds and large institutions have $5.07B invested in iShares Core International Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 162 increasing their positions, 130 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-9
Holders Change %
-2.33%
% of All Funds
5.13%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.31%
New
36
Increased
162
Reduced
130
Closed
37
Calls
$310K
Puts
$455K
Net Calls
-$145K
Net Calls Change
-$145K
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
51
Octavia Wealth Advisors
Ohio
$10.7M -$7.28M -145,655 -41%
Corient Private Wealth
52
Corient Private Wealth
Florida
$10.3M +$9.79M +195,845 +2,126%
OAM
53
Occidental Asset Management
California
$9.86M +$214K +4,271 +2%
PP
54
PDS Planning
Ohio
$9.85M +$2.33M +46,688 +31%
Morgan Stanley
55
Morgan Stanley
New York
$9.81M -$7.04M -140,779 -42%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$9.22M -$1.48M -29,677 -14%
BW
57
BIP Wealth
Georgia
$8.62M +$274K +5,474 +3%
AP
58
Aspect Partners
Virginia
$8.39M +$817K +16,349 +11%
Osaic Holdings
59
Osaic Holdings
Arizona
$8.26M -$30.8M -616,257 -79%
TA
60
Tectonic Advisors
Texas
$8.16M +$2.49M +49,900 +44%
FPCG
61
Forum Private Client Group
Indiana
$7.75M -$1.16M -23,276 -13%
UCFA
62
United Capital Financial Advisors
Texas
$7.63M +$54K +1,081 +0.7%
AFG
63
Arkansas Financial Group
Arkansas
$7.4M -$942K -18,764 -11%
MWM
64
Modern Wealth Management
Kansas
$7.1M -$2.55M -50,952 -26%
FIM
65
Freedom Investment Management
Connecticut
$6.76M -$405K -8,106 -6%
KA
66
Kooman & Associates
Pennsylvania
$6.73M -$4.06M -81,244 -38%
SAM
67
Securian Asset Management
Minnesota
$6.66M
IA
68
IFP Advisors
Florida
$6.63M +$4.41M +88,253 +199%
CFA
69
Capstone Financial Advisors
Illinois
$6.53M -$457K -9,140 -7%
AP
70
Appleton Partners
Massachusetts
$6.15M +$334K +6,688 +6%
BF
71
Brooklyn FI
New York
$5.94M +$453K +9,068 +8%
LPAM
72
Lodestar Private Asset Management
California
$5.93M +$509K +10,183 +9%
DAS
73
Dynamic Advisor Solutions
Arizona
$5.74M +$646K +12,925 +13%
EWA
74
Exencial Wealth Advisors
Oklahoma
$5.59M -$93.6K -1,873 -2%
AWM
75
AE Wealth Management
Kansas
$5.57M +$99.6K +1,993 +2%