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iShares Core International Aggregate Bond Fund

312 hedge funds and large institutions have $2.73B invested in iShares Core International Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 101

6% more funds holding

Funds holding: 295312 (+17)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

5% more capital invested

Capital invested by funds: $2.6B → $2.73B (+$124M)

6.86% less ownership

Funds ownership: 67.42%60.57% (-6.9%)

Holders
312
Holders Change
+17
Holders Change %
+5.76%
% of All Funds
4.9%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
41
Increased
123
Reduced
101
Closed
20
Calls
$261K
Puts
Net Calls
+$261K
Net Calls Change
+$271K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$144K -$88.3K -1,800 -38%
GFPC
252
Global Financial Private Client
Florida
$137K
DZ Bank
253
DZ Bank
Germany
$135K -$14.9K -303 -10%
AssetMark Inc
254
AssetMark Inc
California
$112K -$883 -18 -0.8%
Belvedere Trading
255
Belvedere Trading
Illinois
$108K +$108K +2,200 New
Carson Wealth (CWM LLC)
256
Carson Wealth (CWM LLC)
Nebraska
$107K +$79.3K +1,617 +290%
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$103K -$5.59K -114 -5%
WWM
258
Wolff Wiese Magana
California
$101K -$539 -11 -0.5%
SS
259
Sunbelt Securities
Texas
$85K -$5.83K -119 -6%
ASBI
260
American State Bank (Iowa)
Iowa
$79.2K +$3.92K +80 +5%
Wells Fargo
261
Wells Fargo
California
$75.5K +$45.5K +929 +154%
AAP
262
Arax Advisory Partners
Colorado
$57.4K
LFA
263
Level Financial Advisors
New York
$55.3K -$12K -245 -18%
SWA
264
SOA Wealth Advisors
New York
$46.5K +$1.47K +30 +3%
APC
265
Aspire Private Capital
North Carolina
$44K -$539 -11 -1%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$40.7K +$37.9K +774 +1,488%
KFO
267
Kopp Family Office
Minnesota
$40K
ZC
268
Zeit Capital
Colorado
$37.7K
NA
269
NewEdge Advisors
Louisiana
$36.8K
FGAM
270
Financial Gravity Asset Management
Texas
$36.4K +$322K +6,568 +3%
PG
271
Prostatis Group
Maryland
$36.2K +$1.77M +36,179 New
HI
272
Harbour Investments
Wisconsin
$36.1K -$25.5K -520 -42%
RI
273
Ridgewood Investments
New Jersey
$29.6K +$14.7K +300 +100%
AIC
274
Archer Investment Corporation
Indiana
$19.9K +$981 +20 +5%
VWM
275
Venturi Wealth Management
Texas
$17.5K

IAGG Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2023, worth a combined $2.73B — up 4.7% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IAGG positions and 20 closed out — a net gain of 21 holders — while 123 added to existing stakes and 101 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $53.9M. The largest seller was Jane Street, cutting an estimated $64.1M.

  • 312 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2023, up from 295 in Q1 2023.
  • Funds reported $2.73B of iShares Core International Aggregate Bond Fund stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 41 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2023 and 20 closed out, a net change of +21 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2023 was JP Morgan Chase, an estimated $53.9M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2023 was Jane Street, an estimated $64.1M sold.

Based on aggregated 13F filings for Q2 2023.