We are live on ! Find out more
IAGG icon

iShares Core International Aggregate Bond Fund

315 hedge funds and large institutions have $2.51B invested in iShares Core International Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

26% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 100

19% more capital invested

Capital invested by funds: $2.12B → $2.51B (+$395M)

10% more funds holding

Funds holding: 286315 (+29)

0.88% less ownership

Funds ownership: 63.32%62.44% (-0.88%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.06%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.35%
New
57
Increased
126
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
226
Mutual Advisors
Nebraska
$234K -$197K -4,033 -45%
CFD
227
Creative Financial Designs
Indiana
$233K -$2.39K -49 -1%
CST
228
Charles Schwab Trust
Nevada
$233K -$88.7K -1,817 -27%
WIP
229
WealthCare Investment Partners
Rhode Island
$231K -$180K -3,696 -43%
BAM
230
Baldrige Asset Management
Pennsylvania
$227K -$16.5K -338 -7%
FCG
231
Financial Connections Group
California
$220K +$2.59K +53 +1%
HF
232
HRT Financial
New York
$219K +$226K +4,624 New
WCFA
233
Walkner Condon Financial Advisors
Wisconsin
$216K -$9.77K -200 -4%
HT
234
Heritage Trust
Oklahoma
$215K -$802K -16,420 -78%
FNWM
235
Financial Network Wealth Management
Utah
$212K +$218K +4,459 New
CAG
236
Curtis Advisory Group
California
$208K -$6.93K -142 -3%
Charles Schwab
237
Charles Schwab
California
$206K +$211K +4,326 New
Bank of Montreal
238
Bank of Montreal
Ontario, Canada
$196K -$370K -7,583 -65%
IHWM
239
Iron Horse Wealth Management
Iowa
$194K +$40.6K +831 +26%
HR
240
Howe & Rusling
New York
$191K +$13.4K +274 +7%
NA
241
NewEdge Advisors
Louisiana
$174K +$191K +3,916 New
GFPC
242
Global Financial Private Client
Florida
$146K -$19.9K -407 -12%
LWP
243
Laurel Wealth Planning
Minnesota
$142K -$27K -553 -16%
HS
244
Horan Securities
United States
$137K -$119K -2,443 -46%
MA
245
MCF Advisors
Kentucky
$129K -$59.3K -1,215 -31%
BAM
246
Belpointe Asset Management
Nevada
$108K -$123K -2,513 -53%
FCA
247
Fortis Capital Advisors
Kansas
$99.6K +$102K +2,095 New
WWM
248
Wolff Wiese Magana
California
$97.6K +$35K +717 +54%
MCC
249
Money Concepts Capital
Florida
$88.8K +$87.2K +1,785 +2,177%
JP Morgan Chase
250
JP Morgan Chase
New York
$82K +$1.76K +36 +2%

IAGG Hedge Fund Activity: Q4 2022 in Review

315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2022, worth a combined $2.51B — up 19% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IAGG positions and 24 closed out — a net gain of 33 holders — while 126 added to existing stakes and 100 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $184M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.9M.

  • 315 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2022, up from 286 in Q3 2022.
  • Funds reported $2.51B of iShares Core International Aggregate Bond Fund stock for Q4 2022, up 19% quarter-over-quarter.
  • 57 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2022 and 24 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2022 was Jones Financial Companies, an estimated $184M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2022.