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iShares Core International Aggregate Bond Fund
IAGG

Overview Fund Activity

91 hedge funds and large institutions have $418M invested in iShares Core International Aggregate Bond Fund in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+19
Holders Change %
+26.39%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
25
Increased
42
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VC
Vicus Capital
Pennsylvania
$5.68M
2
ACI
Alpha Cubed Investments
California
$5.02M
3
CSIA
Charles Schwab Investment Advisory
California
$4.98M
4
DWA
Divergent Wealth Advisors
Utah
$12.8M
5
PCIA
Prime Capital Investment Advisors
Kansas
$5.76M

Top Sellers

1
CWM
Cornerstone Wealth Management
Missouri
$2.72M
2
Jane Street
Jane Street
New York
$3.21M
3
SWP
Strategic Wealth Partners
Ohio
$14K
4
FI
FormulaFolio Investments
Michigan
$1.33M
5
AA
Advisory Alpha
Michigan
$130K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$225M +$324K +6,207 +0.1%
Ameriprise
2
Ameriprise
Minnesota
$27.3M +$1.78M +34,061 +7%
PFA
3
Pure Financial Advisors
California
$14.8M -$279K -5,331 -2%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$14.5M +$2.33M +44,596 +19%
BSWM
5
Boston Standard Wealth Management
Massachusetts
$13.5M +$13.5M +258,983 New
DWA
6
Divergent Wealth Advisors
Utah
$12.8M +$3.05M +58,921 +31%
FIM
7
Freedom Investment Management
Connecticut
$9.54M -$55K -1,051 -0.6%
PFM
8
Phillips Financial Management
Indiana
$7.99M +$873K +16,769 +12%
PCIA
9
Prime Capital Investment Advisors
Kansas
$5.76M +$2.35M +44,993 +69%
VC
10
Vicus Capital
Pennsylvania
$5.68M +$5.68M +108,734 New
ACI
11
Alpha Cubed Investments
California
$5.02M +$5.02M +96,607 New
CSIA
12
Charles Schwab Investment Advisory
California
$4.98M +$3.52M +67,272 +240%
OC
13
Oarsman Capital
Wisconsin
$4.54M +$239K +4,568 +6%
AP
14
Appleton Partners
Massachusetts
$4.06M +$493K +9,435 +14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.97M +$1.52M +29,104 +62%
SB
16
Suntrust Banks
Georgia
$3.85M +$349K +6,677 +10%
AssetMark Inc
17
AssetMark Inc
California
$3.8M -$10K -192 -0.3%
WAAG
18
Wealth Alliance Advisory Group
Kansas
$3.27M +$107K +2,038 +3%
Jane Street
19
Jane Street
New York
$3.21M -$1.63M -31,235 -34%
LPL Financial
20
LPL Financial
California
$3.21M +$12.8K +244 +0.4%
ASN
21
Advisory Services Network
Georgia
$2.75M +$71.9K +1,376 +3%
CWM
22
Cornerstone Wealth Management
Missouri
$2.72M -$3.23M -166,807 -54%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.24M +$2.24M +42,924 New
Bank of America
24
Bank of America
North Carolina
$2.15M +$168K +3,212 +8%
CA
25
Continuum Advisory
Idaho
$1.85M +$34.8K +668 +2%
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