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Fund Update: CWM, LLC added 2,006,214 shares of $IAGG to their portfolio

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CWM, LLC has added 2,006,214 shares of $IAGG to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IAGG.

$IAGG Hedge Fund Activity

We have seen 256 institutional investors add shares of $IAGG stock to their portfolio, and 169 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • JONES FINANCIAL COMPANIES LLLP removed 4,227,396 shares (-61.4%) from their portfolio in Q1 2025, for an estimated $211,327,526
  • BLACKROCK, INC. removed 2,862,938 shares (-18.8%) from their portfolio in Q1 2025, for an estimated $143,118,270
  • CWM, LLC added 2,006,214 shares (+96545.4%) to their portfolio in Q2 2025, for an estimated $102,497,473
  • PARK AVENUE SECURITIES LLC added 1,708,983 shares (+12542.1%) to their portfolio in Q2 2025, for an estimated $87,311,941
  • JANNEY MONTGOMERY SCOTT LLC added 943,287 shares (+inf%) to their portfolio in Q2 2025, for an estimated $48,192,532
  • JPMORGAN CHASE & CO added 756,536 shares (+5.3%) to their portfolio in Q1 2025, for an estimated $37,819,234
  • ALLIANCEBERNSTEIN L.P. added 753,838 shares (+126.9%) to their portfolio in Q1 2025, for an estimated $37,684,361

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's $IAGG ticker page for more data.

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