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iShares Core International Aggregate Bond Fund

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
Name Holding Trade Value Shares
Change
Shares
Change %
BlackRock
1
BlackRock
New York
$689M +$119M +2,397,376 +21%
Financial Engines Advisors
2
Financial Engines Advisors
California
$574M +$574M +11,529,466 New
MMI
3
Matson Money Inc
Ohio
$414M -$11.9M -238,348 -3%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$261M -$12.9M -258,321 -5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$228M +$9.93M +199,430 +5%
FGAM
6
Financial Gravity Asset Management
Texas
$141M +$9.92M +419,289 +8%
SC
7
Syon Capital
California
$109M +$60.2M +1,208,215 +122%
MG
8
Mather Group
Illinois
$89.7M +$3.75M +75,253 +4%
SAG
9
SageView Advisory Group
California
$84.8M -$65.2M -1,336,170 Closed
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$64.1M +$2.67M +53,574 +4%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$63.8M +$13.3M +267,206 +26%
Bank of America
12
Bank of America
North Carolina
$54.2M +$28.6M +573,656 +111%
Morgan Stanley
13
Morgan Stanley
New York
$48.3M +$26.2M +525,258 +118%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$47.9M -$1.63M -32,714 -3%
NEWAS
15
N.E.W. Advisory Services
Wisconsin
$44.7M +$58K +1,165 +0.1%
PCIA
16
Prime Capital Investment Advisors
Kansas
$35.5M +$748K +15,023 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$33.7M +$1.91M +38,375 +6%
LPL Financial
18
LPL Financial
California
$30.3M +$2.31M +46,363 +8%
SC
19
Savant Capital
Illinois
$26.9M +$9.9M +198,780 +58%
BSWM
20
Boston Standard Wealth Management
Massachusetts
$25.3M
CSIA
21
Charles Schwab Investment Advisory
California
$24.6M +$1.85M +37,145 +8%
CAL
22
Capital Analysts LLC
Pennsylvania
$23.2M +$226K +4,534 +1%
ANB
23
Amarillo National Bank
Texas
$22.7M
CWM
24
Cahaba Wealth Management
Georgia
$22.1M +$872K +17,502 +4%
PFM
25
Phillips Financial Management
Indiana
$21.7M -$637K -12,784 -3%