PI Global Investments
Alternative Investments

Fund Update: 1,001,984 $IAGG shares added to WealthNavi Inc. portfolio


WealthNavi Inc. has added 1,001,984 shares of $IAGG to their portfolio, per a new SEC 13F filing. This disclosure reflects the funds’ holdings for the 03-31-2026 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 446 institutional investors add shares of $IAGG stock to their portfolio, and 162 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

  • JPMORGAN CHASE & CO removed 9,281,555 shares (-47.8%) from their portfolio in Q4 2025, for an estimated $464,170,565
  • NATIONWIDE FUND ADVISORS added 5,351,620 shares (+1026.2%) to their portfolio in Q4 2025, for an estimated $267,634,516
  • JANE STREET GROUP, LLC added 1,661,785 shares (+153.9%) to their portfolio in Q4 2025, for an estimated $83,105,867
  • ANNEX ADVISORY SERVICES, LLC added 1,346,915 shares (+inf%) to their portfolio in Q1 2026, for an estimated $67,399,626
  • VALPEY FINANCIAL SERVICES, LLC added 1,080,574 shares (+5384.0%) to their portfolio in Q4 2025, for an estimated $54,039,505
  • WEALTHNAVI INC. added 1,001,984 shares (+19.9%) to their portfolio in Q1 2026, for an estimated $50,139,279
  • BANK OF AMERICA CORP /DE/ added 883,025 shares (+26.8%) to their portfolio in Q4 2025, for an estimated $44,160,080

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

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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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