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iShares Core International Aggregate Bond Fund
IAGG

Overview Fund Activity

73 hedge funds and large institutions have $366M invested in iShares Core International Aggregate Bond Fund in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.68%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
19
Increased
34
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIM
Freedom Investment Management
Connecticut
+$9.78M
2
PFA
Pure Financial Advisors
California
+$7.34M
3
Ameriprise
Ameriprise
Minnesota
+$6.52M
4
SB
Suntrust Banks
Georgia
+$3.95M
5
WAAG
Wealth Alliance Advisory Group
Kansas
+$3.12M

Top Sellers

1
SAS
Sage Advisory Services
Texas
-$31M
2
AC
AFAM Capital
Texas
-$6.59M
3
DWA
Divergent Wealth Advisors
Utah
-$1.56M
4
UBS Group
UBS Group
Switzerland
-$1.01M
5
Morgan Stanley
Morgan Stanley
New York
-$930K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$226M +$1.29M +24,481 +0.6%
Ameriprise
2
Ameriprise
Minnesota
$20M +$6.52M +123,772 +48%
PFA
3
Pure Financial Advisors
California
$14.4M +$7.34M +139,444 +104%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$12.8M +$100K +1,898 +0.8%
BSWM
5
Boston Standard Wealth Management
Massachusetts
$11.2M +$1.03M +19,604 +10%
FIM
6
Freedom Investment Management
Connecticut
$9.78M +$9.78M +185,658 New
DWA
7
Divergent Wealth Advisors
Utah
$9.74M -$1.56M -29,675 -14%
PFM
8
Phillips Financial Management
Indiana
$6.4M +$614K +11,672 +11%
AIA
9
Allegis Investment Advisors
Idaho
$6.1M +$961K +18,252 +19%
OC
10
Oarsman Capital
Wisconsin
$3.99M +$497K +9,437 +14%
SB
11
Suntrust Banks
Georgia
$3.95M +$3.95M +75,023 New
WAAG
12
Wealth Alliance Advisory Group
Kansas
$3.12M +$3.12M +59,279 New
LPL Financial
13
LPL Financial
California
$3.06M +$1.17M +22,141 +62%
BAM
14
Berkshire Asset Management
Pennsylvania
$2.65M – – –
AP
15
Appleton Partners
Massachusetts
$2.64M +$1.7M +32,352 +182%
AA
16
Advisory Alpha
Michigan
$2.45M +$2.37M +45,189 +3,185%
AssetMark Inc
17
AssetMark Inc
California
$2.41M +$1.21M +30,031 +101%
ASN
18
Advisory Services Network
Georgia
$2.18M +$229K +4,357 +12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.16M +$572K +10,867 +36%
PCIA
20
Prime Capital Investment Advisors
Kansas
$2.1M +$616K +11,702 +41%
FA
21
FDx Advisors
Illinois
$2.02M +$331K +6,295 +20%
Morgan Stanley
22
Morgan Stanley
New York
$1.39M -$930K -17,653 -40%
Bank of America
23
Bank of America
North Carolina
$1.28M -$833K -15,820 -39%
UBS Group
24
UBS Group
Switzerland
$1.19M -$1.01M -19,170 -46%
VF
25
Virtu Financial
New York
$1.16M +$817K +15,512 +235%
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