ISHARES INTL AGGREGATE BOND (IAGG) Institutional Ownership Changes & 13F Activity

ISHARES INTL AGGREGATE BOND (IAGG). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jones Financial Companies Lllp, Mercer Global Advisors Inc, Janus Henderson Group Plc, Morgan Stanley, and Cerity Partners Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Mirae Asset Global Investments Co., Ltd.Sell-26,786-2.8%919,620$46.02MQ1 2026Aug 12, 2026
Capital Advisor Network LlcBuy+2,143—2,143$107.24KQ1 2026Aug 06, 2026
Vawter Financial, Ltd.Buy+4,027+10.2%43,327$2.17MQ1 2026Aug 04, 2026
Robinswood Financial LlcBuy+7,626+5.8%140,026$7.01MQ1 2026Jul 13, 2026
Verus Capital Partners, LlcSell-25,234-100.0%0$0.00Q1 2026Jul 09, 2026
Wells Fargo & Company/MnBuy+32,768+29.4%144,375$7.22MQ1 2026Jul 08, 2026
Wealthpoint Financial, LlcBuy+1,681+7.6%23,814$1.19MQ1 2026Jun 26, 2026
Soa Wealth Advisors, Llc.Buy+1+0.1%1,337$66.89KQ1 2026May 20, 2026
Western Wealth Management, LlcBuy+37,762+730.7%42,930$2.15MQ1 2026May 19, 2026
Mcilrath & Eck, LlcBuy+6,081+11.5%58,904$2.95MQ1 2026May 19, 2026
Bank Of America CorpSell-359,779-8.6%3,820,820$191.19MQ1 2026May 18, 2026
Ashton Thomas Securities, LlcBuy+46,622—46,622$2.33MQ1 2026May 18, 2026
Vestwell Advisors, LlcBuy+26,526+16.7%185,085$9.26MQ1 2026May 18, 2026
Strategic Investment Advisors / MiBuy+15,061+135.1%26,212$1.31MQ1 2026May 18, 2026
Arkadios Wealth AdvisorsBuy+4,125+49.5%12,457$623.36KQ1 2026May 18, 2026
Arete Wealth Advisors, LlcSell-2,251-12.9%15,249$763.08KQ1 2026May 18, 2026
Barnes Wealth Management Group, IncBuy+786+3.3%24,864$1.24MQ1 2026May 18, 2026
Jones Financial Companies LllpBuy+3,095,044+128.0%5,513,003$273.89MQ1 2026May 15, 2026
Mercer Global Advisors IncBuy+744,780+194.2%1,128,239$56.46MQ1 2026May 15, 2026
Janus Henderson Group PlcBuy+710,944+29.1%3,157,170$157.98MQ1 2026May 15, 2026
Morgan StanleyBuy+478,434+14.9%3,679,041$184.10MQ1 2026May 15, 2026
Cerity Partners LlcBuy+378,218+67.5%938,550$46.97MQ1 2026May 15, 2026
Us Bancorp \De\Sell-276,660-98.4%4,529$226.64KQ1 2026May 15, 2026
Iht Wealth Management, LlcSell-262,710-80.2%64,743$3.24MQ1 2026May 15, 2026
Royal Bank Of CanadaBuy+196,229+18.5%1,258,169$62.96MQ1 2026May 15, 2026
Synergy Investment Management, LlcBuy+75,436+673.5%86,636$4.34MQ1 2026May 15, 2026
Gateway Wealth Partners, LlcBuy+75,304+257.9%104,499$5.23MQ1 2026May 15, 2026
Harbour Investments, Inc.Buy+58,302+310.6%77,070$3.86MQ1 2026May 15, 2026
United Capital Financial Advisors, LlcBuy+57,107+6.6%922,432$45.99MQ1 2026May 15, 2026
Osaic Holdings, Inc.Buy+56,359+7.5%810,366$40.58MQ1 2026May 15, 2026
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Frequently asked questions about IAGG activity

  • Which institutional owners are buying IAGG?

    Institutional owners buying IAGG include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in IAGG activity?

    "Buy" means an investor increased their reported position in IAGG compared to the prior reporting period. This reflects growing exposure to ISHARES INTL AGGREGATE BOND (IAGG) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in IAGG increasing?

    Institutional interest in IAGG can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.