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