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iShares Core International Aggregate Bond Fund
IAGG

Overview Fund Activity

310 hedge funds and large institutions have $2.72B invested in iShares Core International Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
310
Holders Change
+16
Holders Change %
+5.44%
% of All Funds
4.89%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
40
Increased
122
Reduced
101
Closed
20
Calls
$261K
Puts
–
Net Calls
+$261K
Net Calls Change
+$271K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$190M
2
BlackRock
BlackRock
New York
$557M
3
PCIA
Prime Capital Investment Advisors
Kansas
$35.6M
4
MWM
Modera Wealth Management
New Jersey
$19.6M
5
Ameriprise
Ameriprise
Minnesota
$27.3M

Top Sellers

1
Jane Street
Jane Street
New York
$16.2M
2
SWG
Summit Wealth Group
Vermont
$1.17M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$202K
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$48.5M
5
AllianceBernstein
AllianceBernstein
Tennessee
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$557M +$26.6M +540,187 +5%
MMI
2
Matson Money Inc
Ohio
$419M +$186K +3,765 +0%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$211M +$7.02M +142,340 +3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$190M +$54.2M +1,098,616 +40%
MG
5
Mather Group
Illinois
$81.7M +$3.34M +67,840 +4%
SAG
6
SageView Advisory Group
California
$62.1M +$7.63M +154,872 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$59.9M +$9.75M +197,898 +19%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$56.6M +$1.3M +26,304 +2%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$48.5M -$26.6M -539,929 -35%
NEWAS
10
N.E.W. Advisory Services
Wisconsin
$44.1M +$485K +9,847 +1%
PCIA
11
Prime Capital Investment Advisors
Kansas
$35.6M +$25.2M +511,273 +243%
Osaic Holdings
12
Osaic Holdings
Arizona
$29.9M +$1.88M +38,166 +7%
LPL Financial
13
LPL Financial
California
$28.4M +$811K +16,463 +3%
Ameriprise
14
Ameriprise
Minnesota
$27.3M +$17.9M +363,510 +190%
CAN
15
Cetera Advisor Networks
California
$25.1M +$6.38M +129,514 +34%
BSWM
16
Boston Standard Wealth Management
Massachusetts
$25M +$1.36M +27,571 +6%
Bank of America
17
Bank of America
North Carolina
$24.5M +$4.07M +82,595 +20%
ANB
18
Amarillo National Bank
Texas
$22.5M +$402K +8,153 +2%
PFM
19
Phillips Financial Management
Indiana
$22.2M +$353K +7,153 +2%
Morgan Stanley
20
Morgan Stanley
New York
$21.5M -$2.28M -46,203 -10%
UBS Group
21
UBS Group
Switzerland
$20.9M +$835K +16,946 +4%
CAL
22
Capital Analysts LLC
Pennsylvania
$20.8M +$952K +19,314 +5%
CSIA
23
Charles Schwab Investment Advisory
California
$20.6M +$3.59M +72,815 +21%
CWM
24
Cahaba Wealth Management
Georgia
$20.4M +$308K +6,247 +2%
ACM
25
Agincourt Capital Management
Virginia
$20.3M -$5.89M -119,575 -22%
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