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iShares Core International Aggregate Bond Fund
IAGG

Overview Fund Activity

211 hedge funds and large institutions have $1.57B invested in iShares Core International Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 92 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+47
Holders Change %
+28.66%
% of All Funds
4.17%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.43%
New
63
Increased
92
Reduced
40
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MMI
Matson Money Inc
Ohio
+$402M
2
AF
Allworth Financial
California
+$12.7M
3
VCM
Virtue Capital Management
Tennessee
+$8.41M
4
State Street
State Street
Massachusetts
+$7.88M
5
FIM
Freedom Investment Management
Connecticut
+$7.85M

Top Sellers

1
TPWA
TRUE Private Wealth Advisors
Oregon
-$8.71M
2
FI
FormulaFolio Investments
Michigan
-$4.19M
3
Ameriprise
Ameriprise
Minnesota
-$3.48M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.94M
5
BAM
Berkshire Asset Management
Pennsylvania
-$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
151
Independent Advisor Alliance
North Carolina
$259K +$259K +4,736 New
BFPW
152
BOK Financial Private Wealth
Colorado
$255K +$255K +4,652 New
NRI
153
NFP Retirement Inc
California
$252K +$252K +4,600 New
LWM
154
Laidlaw Wealth Management
New York
$251K +$251K +4,577 New
Baird Financial Group
155
Baird Financial Group
Wisconsin
$244K -$156K -2,847 -39%
CWM
156
Cornerstone Wealth Management
Missouri
$240K -$10.4K -189 -4%
WFA
157
Wade Financial Advisory
California
$238K +$238K +4,335 New
MPPLM
158
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$235K +$26.1K +475 +12%
LIM
159
Leavell Investment Management
Alabama
$233K +$16.7K +305 +8%
HIM
160
Hanlon Investment Management
New Jersey
$228K +$1.26K +23 +0.6%
AAM
161
Advisors Asset Management
Colorado
$224K +$86.2K +1,575 +63%
APWM
162
Atlas Private Wealth Management
New York
$223K +$223K +4,078 New
SC
163
Scotia Capital
Ontario, Canada
$215K -$21.4K -390 -9%
SFS
164
Sowell Financial Services
Arkansas
$212K -$857K -15,609 -80%
HAM
165
Highstreet Asset Management
Ontario, Canada
$209K +$6.18K +113 +3%
CS
166
Capital Square
Tennessee
$205K +$205K +3,755 New
OAJ
167
Ogorek Anthony Joseph
New York
$179K -$130K -2,383 -42%
IA
168
IFP Advisors
Florida
$138K -$35.1K -658 -20%
LFG
169
LifePlan Financial Group
Ohio
$134K – – –
NC
170
NewSquare Capital
Pennsylvania
$131K +$29.5K +539 +29%
ASN
171
Advisory Services Network
Georgia
$120K +$77.9K +1,427 +185%
TPWA
172
TRUE Private Wealth Advisors
Oregon
$116K -$8.71M -160,150 -99%
LWM
173
Lenox Wealth Management
Ohio
$109K +$91.2K +1,668 +513%
CAAS
174
Capital Asset Advisory Services
Michigan
$95K +$95K +1,710 New
RCC
175
Red Cedar Capital
Nebraska
$68K +$330 +6 +0.5%
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