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iShares Core International Aggregate Bond Fund

345 hedge funds and large institutions have $4.16B invested in iShares Core International Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 101

7% more funds holding

Funds holding: 322345 (+23)

6% more capital invested

Capital invested by funds: $3.91B → $4.16B (+$253M)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

1% less ownership

Funds ownership: 73.01%72.01% (-1%)

Holders
345
Holders Change
+23
Holders Change %
+7.14%
% of All Funds
4.97%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
45
Increased
151
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
226
Falcon Wealth Planning
California
$398K -$113K -2,284 -22%
TFO
227
Tarbox Family Office
California
$393K +$64.8K +1,308 +20%
AWM
228
Avaii Wealth Management
Wisconsin
$391K +$54.3K +1,097 +16%
JWCA
229
J.W. Cole Advisors
Florida
$388K -$208K -4,197 -35%
RB
230
Renasant Bank
Mississippi
$387K -$37.8K -763 -9%
SAM
231
Smartleaf Asset Management
Massachusetts
$387K +$10.5K +213 +3%
FAIM
232
Financial Advocates Investment Management
Washington
$381K -$38.3K -773 -9%
AF
233
Apollon Financial
South Carolina
$380K +$56K +1,130 +17%
CWA
234
Clarus Wealth Advisors
Arizona
$380K +$5.1K +103 +1%
COCM
235
Charter Oak Capital Management
New Hampshire
$376K -$128K -2,591 -26%
RCAG
236
Rehmann Capital Advisory Group
Michigan
$369K +$12K +243 +3%
KBFS
237
Kohmann Bosshard Financial Services
Ohio
$351K -$214K -4,326 -38%
PWM
238
Perigon Wealth Management
California
$348K +$36.6K +739 +12%
IHWM
239
Iron Horse Wealth Management
Iowa
$337K +$89.1K +1,800 +36%
PAG
240
Private Advisor Group
New Jersey
$331K -$14.8K -298 -4%
SFP
241
Strategic Financial Partners
Oregon
$326K +$323K +6,526 New
NL
242
NWAM LLC
Washington
$325K
TC
243
Tenret Company
Florida
$322K
MFG
244
Merit Financial Group
Georgia
$321K -$68.9K -1,392 -18%
PA
245
PFG Advisors
Arizona
$316K +$33.3K +672 +12%
HS
246
Horan Securities
United States
$315K +$313K +6,316 New
VF
247
Vawter Financial
Ohio
$305K +$80.9K +1,633 +36%
Empower Advisory Group
248
Empower Advisory Group
Colorado
$305K +$302K +6,106 New
FTS
249
Fifth Third Securities
Ohio
$305K +$46.8K +945 +18%
Corient Private Wealth
250
Corient Private Wealth
Florida
$304K

IAGG Hedge Fund Activity: Q1 2024 in Review

345 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2024, worth a combined $4.16B — up 6.5% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IAGG positions and 18 closed out — a net gain of 27 holders — while 151 added to existing stakes and 101 trimmed.

The largest buyer was BNP Paribas Asset Management, opening a new position worth an estimated $191M. The largest seller was Financial Gravity Asset Management, cutting an estimated $251M.

  • 345 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2024, up from 322 in Q4 2023.
  • Funds reported $4.16B of iShares Core International Aggregate Bond Fund stock for Q1 2024, up 6.5% quarter-over-quarter.
  • 45 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2024 and 18 closed out, a net change of +27 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2024 was BNP Paribas Asset Management, an estimated $191M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2024 was Financial Gravity Asset Management, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2024.