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iShares Core International Aggregate Bond Fund

286 hedge funds and large institutions have $2.12B invested in iShares Core International Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

1.24% more ownership

Funds ownership: 62.09%63.32% (+1.2%)

1% less capital invested

Capital invested by funds: $2.14B → $2.12B (-$20.1M)

4% less funds holding

Funds holding: 299286 (-13)

23% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 120

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

Holders
286
Holders Change
-13
Holders Change %
-4.35%
% of All Funds
4.93%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.41%
New
21
Increased
93
Reduced
120
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OPW
226
Oxler Private Wealth
New York
$138K +$51.6K +1,029 New
JP Morgan Chase
227
JP Morgan Chase
New York
$82K +$49.6K +989 +142%
ASBI
228
American State Bank (Iowa)
Iowa
$75.7K +$4.91K +98 +7%
EA
229
Evolution Advisers
Virginia
$69K -$49.5K -988 -41%
WWM
230
Wolff Wiese Magana
California
$65K +$16.4K +327 +32%
APC
231
Aspire Private Capital
North Carolina
$63K +$952 +19 +1%
FWP
232
FAS Wealth Partners
Kansas
$62K -$18.4K -368 -22%
RCC
233
Red Cedar Capital
Nebraska
$60K
AAP
234
Arax Advisory Partners
Colorado
$55K -$6.92K -138 -11%
PTC
235
Private Trust Company
Ohio
$51K -$12.8K -255 -19%
IA
236
IFP Advisors
Florida
$51K
OAJ
237
Ogorek Anthony Joseph
New York
$44K
HBW
238
Hazlett, Burt & Watson
West Virginia
$43K -$5.01K -100 -10%
KFO
239
Kopp Family Office
Minnesota
$42K
FGAM
240
Financial Gravity Asset Management
Texas
$37.2K -$5.3M -105,770 -54%
PNC Financial Services Group
241
PNC Financial Services Group
Pennsylvania
$37K
SWA
242
SOA Wealth Advisors
New York
$35K +$2.86K +57 +8%
LFA
243
Level Financial Advisors
New York
$33K -$119K -2,378 -78%
National Bank of Canada
244
National Bank of Canada
Quebec, Canada
$33K +$30.4K +606 +977%
AWM
245
Activest Wealth Management
Florida
$30K +$31.3K +625 New
TFA
246
Transamerica Financial Advisors
Florida
$27K -$200 -4 -0.7%
MOS
247
MGO One Seven
Ohio
$26.6K +$2.17M +43,230 New
HI
248
Harbour Investments
Wisconsin
$26K
RPCA
249
Running Point Capital Advisors
California
$26K
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$25K +$26.4K +527 New

IAGG Hedge Fund Activity: Q3 2022 in Review

286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2022, worth a combined $2.12B — down 0.94% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IAGG and 21 opened new positions — a net loss of 11 holders — while 120 trimmed existing stakes and 93 added.

The largest buyer was Mather Group, opening a new position worth an estimated $69.6M. The largest seller was BlackRock, cutting an estimated $16.6M.

  • 286 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2022, down from 299 in Q2 2022.
  • Funds reported $2.12B of iShares Core International Aggregate Bond Fund stock for Q3 2022, down 0.94% quarter-over-quarter.
  • 21 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2022 and 32 closed out, a net change of -11 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2022 was Mather Group, an estimated $69.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2022 was BlackRock, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2022.