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iShares Core International Aggregate Bond ETF (IAGG) Institutional Ownership

$49.78
-0.08 (-0.16%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Core International Aggregate Bond ETF (BATS:IAGG)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$250.41M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$286.83M
Skip Chart & View Institutional Buying and Selling Data

IAGG Institutional Buying and Selling by Quarter

iShares Core International Aggregate Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Aspect Partners LLC140,736$7.03M5.6%+2.1%0.120%
5/17/2024 Comerica Bank1,406$70K0.0%-48.0%0.001%
5/16/2024 Global Financial Private Client LLC5,316$265K0.1%-57.2%0.005%
5/14/2024 Burns Matteson Capital Management LLC16,008$800K0.5%-20.3%0.014%
5/13/2024 Financial Gravity Asset Management Inc.463,602$23.16M5.9%-91.6%0.394%
5/11/2024 NYL Investors LLC315,400$15.75M0.6%+10.0%0.268%
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5/4/2024 9258 Wealth Management LLC68,211$3.41M0.5%+0.3%0.058%
5/2/2024 Horan Securities Inc.6,316$315K0.1%N/A0.005%
5/2/2024 Hunter Associates Investment Management LLC15,134$757K0.1%+6.4%0.013%
5/1/2024 BNP Paribas Financial Markets5,139$257K0.0%N/A0.004%
4/25/2024 Bear Mountain Capital Inc.11,501$570K0.2%-3.4%0.010%
4/25/2024 Christopher J. Hasenberg Inc919$46K0.0%N/A0.001%
4/24/2024 Private Trust Co. NA11,006$550K0.1%-3.0%0.009%
4/24/2024 NBT Bank N A NY13,031$651K0.0%+4.8%0.011%
4/19/2024 Amarillo National Bank453,564$22.66M4.2%-0.5%0.488%
4/18/2024 Hexagon Capital Partners LLC12,944$647K0.1%+7.4%0.014%
4/16/2024 Arkansas Financial Group Inc.174,885$8.74M1.5%-4.9%0.188%
4/15/2024 Future Financial Wealth Managment LLC23,477$1.17M0.9%+1.0%0.025%
4/13/2024 Exchange Bank27,644$1.38M1.1%-9.1%0.030%
4/12/2024 Harbor Investment Advisory LLC842$42K0.0%-66.4%0.001%
4/12/2024 AdvisorNet Financial Inc2,589$129K0.0%+574.2%0.003%
4/11/2024 City State Bank17,550$877K0.4%+251.0%0.019%
4/3/2024 Strategic Advocates LLC13,803$689K0.3%-89.2%0.015%
4/1/2024 Appleton Partners Inc. MA112,756$5.63M0.4%+1.2%0.121%
3/1/2024 Transcendent Capital Group LLC1,634$81K0.1%N/A0.002%
2/29/2024 Acima Private Wealth LLC147,464$7.34M2.9%N/A0.159%
2/26/2024 Syon Capital LLC1,099,264$54.74M4.8%+11.0%1.182%
2/23/2024 Arkansas Financial Group Inc.183,967$9.16M1.7%+2.0%0.198%
2/16/2024 Aspect Partners LLC137,872$6.87M4.4%N/A0.148%
2/13/2024 Jones Financial Companies Lllp4,574,695$227.82M0.3%+4.6%4.919%
2/12/2024 NYL Investors LLC286,700$14.28M0.6%-0.8%0.308%
2/9/2024 EverSource Wealth Advisors LLC3,702$184K0.0%N/A0.004%
2/9/2024 Certified Advisory Corp77,698$3.87M0.6%-32.8%0.084%
2/8/2024 American National Bank783$39K0.0%+405.2%0.001%
2/8/2024Retirement Investment Advisors Inc.12,070$601K0.1%N/A0.013%
2/7/2024 Strategic Advocates LLC128,319$6.39M2.7%+252.6%0.138%
2/6/2024 Cullen Frost Bankers Inc.217,723$10.84M0.2%+268.9%0.234%
2/6/2024 9258 Wealth Management LLC67,997$3.39M0.6%+5.2%0.073%
2/5/2024 Hexagon Capital Partners LLC12,055$600K0.1%+67.5%0.013%
2/2/2024 Syon Capital LLC1,099,264$54.74M3.9%+11.0%1.182%
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2/2/2024 BIP Wealth LLC153,308$7.64M0.6%+1.6%0.165%
1/30/2024 Bear Mountain Capital Inc.11,902$587K0.2%N/A0.013%
1/26/2024 Harbor Investment Advisory LLC2,504$125K0.0%+13,811.1%0.003%
1/24/2024 Prime Capital Investment Advisors LLC711,928$35.45M0.5%+2.2%0.766%
1/24/2024 Private Trust Co. NA11,351$565K0.1%-3.0%0.012%
1/19/2024 True Link Financial Advisors LLC18,218$907K0.1%-29.1%0.020%
1/18/2024 Future Financial Wealth Managment LLC23,244$1.16M1.1%-4.1%0.025%
1/18/2024 Planned Solutions Inc.1,591$79K0.0%N/A0.002%
1/12/2024 Burns Matteson Capital Management LLC20,088$1M0.6%-6.0%0.022%
1/11/2024 Exchange Bank30,414$1.52M1.3%+27.2%0.033%
1/10/2024 Creative Financial Designs Inc. ADV156,591$7.80M0.8%+3,515.6%0.168%
1/8/2024 Horizons Wealth Management23,970$1.19M0.8%+43.6%0.026%
1/2/2024 Appleton Partners Inc. MA111,376$5.55M0.4%+1.4%0.120%
11/16/2023 Exchange Bank23,913$1.17M1.1%+47.0%0.026%
11/15/2023 JPMorgan Chase & Co.5,508,397$268.70M0.0%+42.6%5.923%
11/13/2023 Certified Advisory Corp115,648$5.64M0.6%-70.2%0.124%
11/13/2023 NYL Investors LLC288,900$14.09M0.6%-2.7%0.311%
11/9/2023 Hunter Associates Investment Management LLC14,200$694K0.1%+8.7%0.015%
11/9/2023 Prime Capital Investment Advisors LLC696,905$34.00M0.7%-3.5%0.749%
11/9/2023 BIP Wealth LLC150,867$7.36M0.7%+1.2%0.162%
11/8/2023 9258 Wealth Management LLC64,655$3.15M0.6%-1.3%0.070%
11/8/2023 Cornerstone Planning Group LLC8,744$427K0.2%+4.2%0.009%
11/4/2023 Syon Capital LLC990,313$48.31M6.0%N/A1.065%
11/2/2023 Girard Partners LTD.9,649$471K0.1%-9.4%0.010%
11/2/2023 Your Advocates Ltd. LLP1,385$68K0.0%N/A0.001%
11/2/2023 Cullen Frost Bankers Inc.59,026$2.88M0.1%-29.8%0.063%
10/30/2023 RFP Financial Group LLC2,565$125K0.1%N/A0.003%
10/30/2023 Amarillo National Bank455,644$22.23M4.7%-0.3%0.490%
10/26/2023 NBT Bank N A NY13,342$651K0.1%+6.2%0.014%
10/24/2023 Hanson & Doremus Investment Management1,537$75K0.0%-75.0%0.002%
10/23/2023 Hexagon Capital Partners LLC7,197$351K0.1%-8.3%0.008%
10/20/2023 Future Financial Wealth Managment LLC24,230$1.18M1.3%-2.1%0.026%
10/18/2023 Private Trust Co. NA11,699$571K0.1%+57.7%0.013%
10/12/2023 AdvisorNet Financial Inc346,961$16.93M1.5%+3.0%0.373%
10/12/2023 Horizons Wealth Management16,693$814K0.6%+3.4%0.018%
10/3/2023 Appleton Partners Inc. MA109,889$5.36M0.5%+4.8%0.118%
8/14/2023 United Capital Financial Advisers LLC245,593$12.11M0.1%-7.2%0.264%
8/14/2023 Certified Advisory Corp388,148$19.13M3.5%-12.2%0.417%
8/11/2023 Financial Engines Advisors L.L.C.6,258$308K0.0%-7.2%0.007%
8/11/2023 JPMorgan Chase & Co.3,862,758$190.40M0.0%+39.7%4.210%
8/9/2023 Flow Traders U.S. LLC4,244$209K0.0%-94.5%0.005%
8/8/2023 9258 Wealth Management LLC65,525$3.23M0.6%+11.3%0.071%
8/4/2023 Cullen Frost Bankers Inc.84,140$4.15M0.1%+2.5%0.092%
8/3/2023 Hunter Associates Investment Management LLC13,069$644K0.1%+84.6%0.014%
7/28/2023 Private Trust Co. NA7,418$366K0.0%+1,346.0%0.008%
7/27/2023 Horan Securities Inc.3,806$188K0.1%+59.4%0.004%
7/27/2023 BIP Wealth LLC149,144$7.35M0.6%+16.4%0.163%
7/24/2023 Hexagon Capital Partners LLC7,852$387K0.1%+3.2%0.009%
7/24/2023 NBT Bank N A NY12,567$619K0.1%+5.3%0.014%
7/18/2023 Future Financial Wealth Managment LLC24,758$1.22M1.3%-4.7%0.027%
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7/14/2023 AdvisorNet Financial Inc336,693$16.60M1.4%+4.6%0.367%
7/11/2023 Arkansas Financial Group Inc.180,355$8.89M1.8%+2.0%0.197%
7/10/2023 City State Bank5,000$246K0.1%N/A0.005%
7/10/2023 Appleton Partners Inc. MA104,857$5.17M0.4%+1.3%0.114%
5/22/2023American Trust17,133$842K0.1%+102.2%0.020%
5/15/2023 Flow Traders U.S. LLC76,876$3.76M0.2%+274.7%0.090%
5/12/2023 Girard Partners LTD.17,855$874K0.1%-72.0%0.021%
5/11/2023 NYL Investors LLC301,800$14.77M0.9%+7.4%0.352%
5/11/2023 Oarsman Capital Inc.6,086$298K0.1%-20.0%0.007%
5/10/2023 BIP Wealth LLC128,103$6.24M0.7%N/A0.149%
(Data available from 1/1/2016 forward)

IAGG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IAGG shares?

During the previous two years, 69 institutional investors and hedge funds held shares of iShares Core International Aggregate Bond ETF. The most heavily invested institutionals were JPMorgan Chase & Co. ($268.70M), Jones Financial Companies Lllp ($227.82M), Syon Capital LLC ($54.74M), Prime Capital Investment Advisors LLC ($35.45M), Financial Gravity Asset Management Inc. ($23.16M), Amarillo National Bank ($22.66M), and Cahaba Wealth Management Inc. ($18.77M).Learn more on IAGG's institutional investors.

Which institutional investors have been buying iShares Core International Aggregate Bond ETF stock?

Of the 55 institutional investors that purchased iShares Core International Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.74M), Syon Capital LLC ($1.21M), Jones Financial Companies Lllp ($389.51K), Cahaba Wealth Management Inc. ($369.08K), Amarillo National Bank ($161.64K), Cullen Frost Bankers Inc. ($160.71K), and BIP Wealth LLC ($153.31K).

How much institutional buying is happening at iShares Core International Aggregate Bond ETF?

Institutional investors have bought a total of 6,609,872 shares in the last 24 months. This purchase volume represents approximately $324.37M in transactions.

Which iShares Core International Aggregate Bond ETF major shareholders have been selling company stock?

Of the 39 institutional investors that sold iShares Core International Aggregate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Gravity Asset Management Inc. ($5.07M), Certified Advisory Corp ($393.10K), Strategic Advocates LLC ($114.52K), Cullen Frost Bankers Inc. ($104.27K), United Capital Financial Advisers LLC ($88.59K), Flow Traders U.S. LLC ($72.63K), and Amarillo National Bank ($70.41K).

How much institutional selling is happening at iShares Core International Aggregate Bond ETF?

Institutional investors have sold a total of 6,295,439 shares in the last 24 months. This volume of shares sold represents approximately $313.30M in transactions.


This page (BATS:IAGG) was last updated on 5/20/2024 by MarketBeat.com Staff

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