We are live on ! Find out more
IAGG icon

iShares Core International Aggregate Bond Fund

299 hedge funds and large institutions have $2.14B invested in iShares Core International Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 117 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 287299 (+12)

1.07% more ownership

Funds ownership: 61.02%62.09% (+1.1%)

3% less capital invested

Capital invested by funds: $2.2B → $2.14B (-$65.7M)

18% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 117

Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
5.04%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.39%
New
37
Increased
96
Reduced
117
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJT
226
Raymond James Trust
Florida
$204K
HR
227
Howe & Rusling
New York
$198K -$10K -198 -5%
MG
228
MilWealth Group
Wisconsin
$188K -$490K -9,682 -72%
LWP
229
Laurel Wealth Planning
Minnesota
$182K -$341K -6,738 -65%
PFA
230
Professional Financial Advisors
Nebraska
$161K -$110K -2,166 -40%
AssetMark Inc
231
AssetMark Inc
California
$160K -$26.6K -526 -14%
LFA
232
Level Financial Advisors
New York
$153K -$8K -158 -5%
AIP
233
Ameritas Investment Partners
Nebraska
$132K +$135K +2,670 New
EA
234
Evolution Advisers
Virginia
$122K +$123K +2,432 New
HWMA
235
Heritage Wealth Management (Arizona)
Arizona
$103K
FWP
236
FAS Wealth Partners
Kansas
$82K -$37.8K -747 -31%
ASBI
237
American State Bank (Iowa)
Iowa
$73.2K +$7.19K +142 +11%
PTC
238
Private Trust Company
Ohio
$66K +$66.7K +1,317 New
APC
239
Aspire Private Capital
North Carolina
$64K +$43.7K +864 +208%
AAP
240
Arax Advisory Partners
Colorado
$64K +$64.6K +1,276 New
RCC
241
Red Cedar Capital
Nebraska
$62K
IA
242
IFP Advisors
Florida
$51K
WWM
243
Wolff Wiese Magana
California
$50K -$225K -4,437 -81%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$50K +$45K +890 +832%
HBW
245
Hazlett, Burt & Watson
West Virginia
$49K
OAJ
246
Ogorek Anthony Joseph
New York
$45K -$15.9K -314 -26%
FGAM
247
Financial Gravity Asset Management
Texas
$43.6K +$5.16M +101,877 +109%
KFO
248
Kopp Family Office
Minnesota
$43K
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$38K
JP Morgan Chase
250
JP Morgan Chase
New York
$35K -$78.9K -1,558 -69%

IAGG Hedge Fund Activity: Q2 2022 in Review

299 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2022, worth a combined $2.14B — down 3% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 24 closed out — a net gain of 13 holders — while 96 added to existing stakes and 117 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $23.5M. The largest seller was Bank of America, cutting an estimated $21.8M.

  • 299 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2022, up from 287 in Q1 2022.
  • Funds reported $2.14B of iShares Core International Aggregate Bond Fund stock for Q2 2022, down 3% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2022 and 24 closed out, a net change of +13 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2022 was Osaic Holdings, an estimated $23.5M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2022 was Bank of America, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.