IAGG Institutional Ownership
iShares Core International Aggregate Bond ETF
1W: -0.0%
1M: -1.2%
3M: -2.2%
YTD: -1.9%
1Y: -1.5%
3Y: +12.2%
5Y: +2.1%
$48.99
+0.01 (+0.02%)
Weekly Expected Move ±0.5%
$49
$49
$49
$49
$49
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IAGG
731
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
8B
Total Invested
72
New Positions
205
Increased
389
Reduced
158
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (779 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Engines Advisors L.L.C. | 17,606,618 | $863M | +1,187,530 | +7.2% | 11Q | SEC ↗ |
| 2 | BlackRock, Inc. | 16,434,463 | $805M | -2,067,526 | -11.2% | 8Q | SEC ↗ |
| 3 | Matson Money. Inc. | 10,062,129 | $493M | +308,564 | +3.2% | 27Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 9,880,177 | $484M | -2,144,856 | -17.8% | 31Q | SEC ↗ |
| 5 | JONES FINANCIAL COMPANIES LLLP | 9,539,391 | $467M | +4,026,388 | +73.0% | 18Q | SEC ↗ |
| 6 | WealthNavi Inc. | 6,646,207 | $326M | +597,893 | +9.9% | 11Q | SEC ↗ |
| 7 | TIAA Wealth Investment Management LLC | 6,452,026 | $316M | +29,969 | +0.5% | 2Q | SEC ↗ |
| 8 | BNP PARIBAS ASSET MANAGEMENT Holding S | 5,175,776 | $254M | — | +0.0% | 10Q | SEC ↗ |
| 9 | LPL Financial LLC | 4,005,098 | $196M | -7,020,133 | -63.7% | 42Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 3,985,088 | $195M | +164,268 | +4.3% | 15Q | SEC ↗ |
| 11 | Nationwide Fund Advisors | 3,439,200 | $168M | -2,128,507 | -38.2% | 5Q | SEC ↗ |
| 12 | JANUS HENDERSON GROUP PLC | 3,157,170 | $155M | +710,944 | +29.1% | 14Q | SEC ↗ |
| 13 | Jupiter Topco LLC NEW | 2,995,885 | $147M | — | +0.0% | 1Q | SEC ↗ |
| 14 | MATHER GROUP, LLC. | 2,549,605 | $125M | -63,874 | -2.4% | 16Q | SEC ↗ |
| 15 | Betterment LLC | 2,517,551 | $123M | +293,998 | +13.2% | 26Q | SEC ↗ |
| 16 | CWM, LLC | 2,255,829 | $111M | +77,818 | +3.6% | 14Q | SEC ↗ |
| 17 | Creative Planning | 2,181,893 | $107M | -196,213 | -8.3% | 24Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 2,062,205 | $101M | -24,373,222 | -92.2% | 32Q | SEC ↗ |
| 19 | SageView Advisory Group, LLC | 2,023,152 | $99M | -177,839 | -8.1% | 9Q | SEC ↗ |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 1,813,439 | $89M | -317,037 | -14.9% | 35Q | SEC ↗ |
| 21 | AMERIPRISE FINANCIAL INC | 1,781,641 | $87M | -492,939 | -21.7% | 16Q | SEC ↗ |
| 22 | ASSETMARK, INC | 1,595,853 | $78M | +292,466 | +22.4% | 37Q | SEC ↗ |
| 23 | Annex Advisory Services, LLC | 1,476,042 | $72M | +129,127 | +9.6% | 2Q | SEC ↗ |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | 1,436,013 | $70M | +307,774 | +27.3% | 18Q | SEC ↗ |
| 25 | ALLIANCEBERNSTEIN L.P. | 1,421,097 | $70M | -154,847 | -9.8% | 9Q | SEC ↗ |
| 26 | N.E.W. Advisory Services LLC | 1,307,184 | $64M | +96,775 | +8.0% | 25Q | SEC ↗ |
| 27 | ROYAL BANK OF CANADA | 1,113,905 | $55M | -144,264 | -11.5% | 43Q | SEC ↗ |
| 28 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 1,095,863 | $54M | +33,662 | +3.2% | 9Q | SEC ↗ |
| 29 | Sixth Street Partners Management Compa NEW | 1,095,863 | $54M | — | +0.0% | 1Q | SEC ↗ |
| 30 | Prime Capital Investment Advisors, LLC | 1,088,753 | $53M | +192,684 | +21.5% | 35Q | SEC ↗ |
| 31 | GeoWealth Management, LLC | 1,063,816 | $52M | +22,367 | +2.1% | 21Q | SEC ↗ |
| 32 | GDS Wealth Management | 1,038,310 | $51M | +109,576 | +11.8% | 19Q | SEC ↗ |
| 33 | Stratos Investment Management, LLC | 1,021,366 | $50M | +28,016 | +2.8% | 10Q | SEC ↗ |
| 34 | MORGAN STANLEY | 972,564 | $48M | -2,706,477 | -73.6% | 38Q | SEC ↗ |
| 35 | Savant Capital, LLC | 968,201 | $47M | +137,889 | +16.6% | 29Q | SEC ↗ |
| 36 | Mirae Asset Global Investments Co., Lt | 966,880 | $47M | +47,260 | +5.1% | 31Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC NEW | 934,984 | $46M | — | +0.0% | 1Q | SEC ↗ |
| 38 | True Link Financial Advisors, LLC | 933,341 | $46M | +35,681 | +4.0% | 3Q | SEC ↗ |
| 39 | RAFFA WEALTH MANAGEMENT, LLC | 880,019 | $43M | +117,195 | +15.4% | 7Q | SEC ↗ |
| 40 | PRUDENT INVESTORS NETWORK, INC. | 872,594 | $43M | +4,689 | +0.5% | 10Q | SEC ↗ |
| 41 | Apella Capital, LLC | 861,066 | $42M | +143,758 | +20.0% | 13Q | SEC ↗ |
| 42 | OSAIC HOLDINGS, INC. | 858,382 | $42M | +48,016 | +5.9% | 26Q | SEC ↗ |
| 43 | Boston Standard Wealth Management, LLC | 849,268 | $42M | +36,210 | +4.5% | 32Q | SEC ↗ |
| 44 | Kestra Investment Management, LLC | 804,432 | $39M | +68,086 | +9.2% | 2Q | SEC ↗ |
| 45 | Cerity Partners LLC | 800,318 | $39M | -138,232 | -14.7% | 13Q | SEC ↗ |
| 46 | NewEdge Advisors, LLC | 685,777 | $34M | -335,748 | -32.9% | 15Q | SEC ↗ |
| 47 | Savvy Advisors, Inc. | 649,771 | $32M | +104,016 | +19.1% | 5Q | SEC ↗ |
| 48 | Capital Analysts, LLC | 642,283 | $31M | -40,021 | -5.9% | 17Q | SEC ↗ |
| 49 | Financial Gravity Companies, Inc. NEW | 640,614 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 50 | Financial Gravity Asset Management, In | 629,064 | $31M | +16,398 | +2.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jupiter Topco LLC | 2,995,885 | $147M |
| Sixth Street Partners Management Co | 1,095,863 | $54M |
| JANE STREET GROUP, LLC | 934,984 | $46M |
| Financial Gravity Companies, Inc. | 640,614 | $31M |
| SAX WEALTH ADVISORS, LLC | 173,620 | $9M |
| Silver Coast Investments LLC | 139,466 | $7M |
| Ellenbecker Investment Group | 98,413 | $5M |
| FPC INVESTMENT ADVISORY, INC. | 59,388 | $3M |
| IFG Advisory, LLC | 58,694 | $3M |
| Kroeger Financial Partners | 57,250 | $3M |
| Arax Advisory Partners | 50,908 | $2M |
| ALONGSIDE, LLC | 50,313 | $2M |
| 49 WEALTH MANAGEMENT, LLC | 50,313 | $2M |
| Global Retirement Partners, LLC | 45,509 | $2M |
| KEYBANK NATIONAL ASSOCIATION/OH | 43,643 | $2M |
| Veratis Advisors, Inc. | 36,022 | $2M |
| Qube Research & Technologies Ltd | 22,082 | $1M |
| ZENITH SOLUTIONS, INC. | 21,460 | $1M |
| CENTAURUS FINANCIAL, INC. | 20,705 | $1M |
| LaSalle St. Investment Advisors, LL | 19,506 | $956K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 2,470,476 | $121M |
| SAGESPRING WEALTH PARTNERS, LLC | 1,432,000 | $70M |
| JB Capital LLC | 597,376 | $29M |
| Kelly Financial Services LLC | 232,388 | $11M |
| SteelPeak Wealth, LLC | 211,579 | $10M |
| INTEGRITY ALLIANCE, LLC. | 184,882 | $9M |
| MLG Wealth Management DBA Pine Grov | 167,133 | $8M |
| Boyd Wealth Management, LLC | 165,810 | $8M |
| One Wealth Advisors, LLC | 157,788 | $8M |
| OLD MISSION CAPITAL LLC | 151,847 | $7M |
| Orion Porfolio Solutions, LLC | 140,031 | $7M |
| Trek Financial, LLC | 133,372 | $7M |
| Leo Wealth, LLC | 131,450 | $6M |
| JT Stratford LLC | 122,897 | $6M |
| MILESTONE ASSET MANAGEMENT, LLC | 118,899 | $6M |
| Brookstone Capital Management | 104,313 | $5M |
| BlueStem Wealth Partners, LLC | 103,537 | $5M |
| Regal Investment Advisors LLC | 97,909 | $5M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 93,719 | $5M |
| Invst, LLC | 92,114 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | +4,026,388 | +73.0% | 9,539,391 |
| Financial Engines Advisors L.L.C. | +1,187,530 | +7.2% | 17,606,618 |
| JANUS HENDERSON GROUP PLC | +710,944 | +29.1% | 3,157,170 |
| WealthNavi Inc. | +597,893 | +9.9% | 6,646,207 |
| Matson Money. Inc. | +308,564 | +3.2% | 10,062,129 |
| MERCER GLOBAL ADVISORS INC /ADV | +307,774 | +27.3% | 1,436,013 |
| Betterment LLC | +293,998 | +13.2% | 2,517,551 |
| ASSETMARK, INC | +292,466 | +22.4% | 1,595,853 |
| KICKSTAND VENTURES, LLC. | +221,464 | +3315.8% | 228,143 |
| WELLS FARGO & COMPANY/MN | +195,095 | +135.1% | 339,470 |
| Prime Capital Investment Advisors, | +192,684 | +21.5% | 1,088,753 |
| BANK OF AMERICA CORP /DE | +164,268 | +4.3% | 3,985,088 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +148,504 | +33.2% | 595,447 |
| Apella Capital, LLC | +143,758 | +20.0% | 861,066 |
| Savant Capital, LLC | +137,889 | +16.6% | 968,201 |
| Annex Advisory Services, LLC | +129,127 | +9.6% | 1,476,042 |
| RAFFA WEALTH MANAGEMENT, LLC | +117,195 | +15.4% | 880,019 |
| GDS Wealth Management | +109,576 | +11.8% | 1,038,310 |
| Vise Technologies, Inc. | +104,951 | +92.1% | 218,843 |
| Savvy Advisors, Inc. | +104,016 | +19.1% | 649,771 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | -24,373,222 | -92.2% | 2,062,205 |
| LPL Financial LLC | -7,020,133 | -63.7% | 4,005,098 |
| MORGAN STANLEY | -2,706,477 | -73.6% | 972,564 |
| JPMORGAN CHASE & CO | -2,144,856 | -17.8% | 9,880,177 |
| Nationwide Fund Advisors | -2,128,507 | -38.2% | 3,439,200 |
| BlackRock, Inc. | -2,067,526 | -11.2% | 16,434,463 |
| PARK AVENUE SECURITIES LLC | -1,847,135 | -92.8% | 144,065 |
| Cetera Investment Advisers | -1,808,128 | -78.9% | 483,840 |
| Janney Montgomery Scott LLC | -1,449,879 | -99.6% | 5,817 |
| Bank of New York Mellon Corp | -1,424,392 | -89.7% | 164,165 |
| MML INVESTORS SERVICES, LLC | -1,339,116 | -90.2% | 145,273 |
| Merit Financial Group, LLC | -814,659 | -90.0% | 90,353 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -754,920 | -81.8% | 167,512 |
| Foundations Investment Advisors, LL | -728,168 | -98.8% | 9,126 |
| STIFEL FINANCIAL CORP | -521,399 | -90.2% | 56,898 |
| AMERIPRISE FINANCIAL INC | -492,939 | -21.7% | 1,781,641 |
| Sanctuary Advisors, LLC | -471,207 | -84.8% | 84,496 |
| NewEdge Advisors, LLC | -335,748 | -32.9% | 685,777 |
| COMMONWEALTH EQUITY SERVICES, LLC | -317,037 | -14.9% | 1,813,439 |
| TRUIST FINANCIAL CORP | -313,782 | -86.3% | 49,963 |