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 %
ZIMP
76
Zimmermann Investment Management & Planning
Pennsylvania
$3.9M +$165K +3,322 +4%
CAC
77
Certified Advisory Corp
Florida
$3.87M -$1.89M -37,950 -33%
SWG
78
Summit Wealth Group
Vermont
$3.87M +$2.72M +54,629 +237%
LWL
79
Leo Wealth LLC
Texas
$3.82M +$3.82M +76,785 New
ACM
80
AlphaStar Capital Management
North Carolina
$3.8M +$1.7M +34,234 +81%
CWP
81
Corepath Wealth Partners
Arizona
$3.73M +$24.4K +493 +0.7%
AWM
82
AE Wealth Management
Kansas
$3.57M +$221K +4,494 +7%
HR
83
Hardy Reed
Mississippi
$3.54M -$655K -13,153 -16%
CM
84
Columbus Macro
Pennsylvania
$3.48M -$21.1K -425 -0.6%
9WM
85
9258 Wealth Management
Ohio
$3.39M +$166K +3,342 +5%
AFG
86
Allegheny Financial Group
Pennsylvania
$3.28M +$203K +4,082 +7%
CA
87
Continuum Advisory
Idaho
$3.26M +$453K +9,092 +16%
AF
88
Allworth Financial
California
$2.98M -$584K -11,733 -16%
DAS
89
Dynamic Advisor Solutions
Arizona
$2.94M +$487K +9,858 +20%
PS
90
Principal Securities
Iowa
$2.89M +$2.89M +57,983 New
MWM
91
McNaughton Wealth Management
California
$2.76M +$22K +442 +0.8%
BSWA
92
Bromfield Sneider Wealth Advisors
Massachusetts
$2.71M +$453K +9,098 +20%
CWM
93
Comprehensive Wealth Management
Washington
$2.64M +$1.26M +25,223 +91%
PFG
94
PAX Financial Group
Texas
$2.6M -$138K -2,801 -5%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$2.56M -$2.38M -47,720 -48%
MML Investors Services
96
MML Investors Services
Massachusetts
$2.34M -$5.96M -119,698 -72%
CFGS
97
Concourse Financial Group Securities
Alabama
$2.27M -$171K -3,432 -7%
AWA
98
Aletheian Wealth Advisors
Washington
$2.24M +$608K +12,207 +37%
FA
99
FC Advisory
Pennsylvania
$2.23M -$12.3K -247 -0.5%
EL
100
EQ LLC
Washington
$2.22M +$2.22M +44,653 New
2 3
4
5 6