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iShares Core International Aggregate Bond Fund

322 hedge funds and large institutions have $3.91B invested in iShares Core International Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

55% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 93

33% more capital invested

Capital invested by funds: $2.93B → $3.91B (+$980M)

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

7% more funds holding

Funds holding: 300322 (+22)

6.32% more ownership

Funds ownership: 66.69%73.01% (+6.3%)

Holders
322
Holders Change
+22
Holders Change %
+7.33%
% of All Funds
4.69%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
55
Increased
144
Reduced
93
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NL
226
NWAM LLC
Washington
$325K
AF
227
Apollon Financial
South Carolina
$323K +$320K +6,480 New
TC
228
Tenret Company
Florida
$321K +$319K +6,453 New
BSW
229
Buckingham Strategic Wealth
Missouri
$315K +$313K +6,329 New
PWM
230
Perigon Wealth Management
California
$310K -$12.6K -254 -4%
US Bancorp
231
US Bancorp
Minnesota
$307K +$275K +5,565 +915%
PAS
232
Park Avenue Securities
New York
$306K +$17.8K +360 +6%
Corient Private Wealth
233
Corient Private Wealth
Florida
$304K -$6.72K -136 -2%
EA
234
Emerald Advisors
Washington
$301K +$298K +6,039 New
SC
235
Scotia Capital
Ontario, Canada
$293K
GPA
236
Garrison Point Advisors
California
$290K
AAS
237
Avantax Advisory Services
Texas
$284K -$757K -15,313 -73%
SWC
238
Spectrum Wealth Counsel
Indiana
$284K +$282K +5,703 New
CIBC Asset Management
239
CIBC Asset Management
Ontario, Canada
$284K +$282K +5,703 New
PA
240
PFG Advisors
Arizona
$281K +$19.6K +397 +8%
CBFP
241
Cedar Brook Financial Partners
Ohio
$274K +$247 +5 +0.1%
Qube Research & Technologies (QRT)
242
Qube Research & Technologies (QRT)
United Kingdom
$272K +$270K +5,458 New
FTS
243
Fifth Third Securities
Ohio
$257K +$255K +5,160 New
CSB
244
City State Bank
Iowa
$249K
SFG
245
Summit Financial Group
West Virginia
$249K
ONB
246
Old National Bancorp
Indiana
$248K
HPM
247
Hoxton Planning & Management
West Virginia
$247K -$15.7K -317 -6%
IHWM
248
Iron Horse Wealth Management
Iowa
$246K -$395 -8 -0.2%
Susquehanna International Group
249
Susquehanna International Group
Pennsylvania
$234K +$232K +4,692 New
UB
250
UMB Bank
Missouri
$232K +$1.93K +39 +0.8%

IAGG Hedge Fund Activity: Q4 2023 in Review

322 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2023, worth a combined $3.91B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IAGG positions and 30 closed out — a net gain of 25 holders — while 144 added to existing stakes and 93 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $570M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $66M sold.

  • 322 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2023, up from 300 in Q3 2023.
  • Funds reported $3.91B of iShares Core International Aggregate Bond Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 55 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2023 and 30 closed out, a net change of +25 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2023 was Financial Engines Advisors, an estimated $570M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2023 was SageView Advisory Group, an estimated $66M sold.

Based on aggregated 13F filings for Q4 2023.