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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
Citigroup
251
Citigroup
New York
$75.7K +$77.7K +1,592 +159,200%
ASBI
252
American State Bank (Iowa)
Iowa
$72.6K -$2K -41 -3%
LFA
253
Level Financial Advisors
New York
$71K +$39.8K +816 +119%
AF
254
Affiance Financial
Minnesota
$63.2K +$65K +1,330 New
RCC
255
Red Cedar Capital
Nebraska
$59K
AAP
256
Arax Advisory Partners
Colorado
$55.3K +$1.27K +26 +2%
PWS
257
Paragon Wealth Strategies
Florida
$49.4K +$50.7K +1,039 New
APC
258
Aspire Private Capital
North Carolina
$43K -$19.2K -394 -30%
OAJ
259
Ogorek Anthony Joseph
New York
$40K -$3.42K -70 -8%
RFA
260
Resurgent Financial Advisors
Georgia
$38.3K +$39.3K +805 New
KFO
261
Kopp Family Office
Minnesota
$38K -$2.73K -56 -6%
SWA
262
SOA Wealth Advisors
New York
$36.6K +$1.22K +25 +3%
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$36.3K
ZC
264
Zeit Capital
Colorado
$36.3K +$37.3K +764 New
National Bank of Canada
265
National Bank of Canada
Quebec, Canada
$32.9K
AWM
266
Activest Wealth Management
Florida
$29.7K
FGAM
267
Financial Gravity Asset Management
Texas
$28.5K -$35.4K -724 -0.8%
TFA
268
Transamerica Financial Advisors
Florida
$26K -$244 -5 -0.9%
Rockefeller Capital Management
269
Rockefeller Capital Management
New York
$25K +$537 +11 +2%
Wells Fargo
270
Wells Fargo
California
$24.9K +$1.07K +22 +4%
HI
271
Harbour Investments
Wisconsin
$24.7K
CS
272
Comerica Securities
Michigan
$22K +$22.6K +463 New
PTC
273
Private Trust Company
Ohio
$22K -$28.8K -590 -56%
HWMA
274
Heritage Wealth Management (Arizona)
Arizona
$20.4K +$10.5K +215 +100%
GEA
275
Glen Eagle Advisors
New Jersey
$20.2K

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.