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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
NC
251
Napatree Capital
Rhode Island
$228K +$226K +4,569 New
VF
252
Vawter Financial
Ohio
$223K +$11K +222 +5%
HR
253
Howe & Rusling
New York
$219K +$13.7K +278 +7%
Citigroup
254
Citigroup
New York
$212K -$19.7K -398 -9%
SFS
255
Summit Financial Strategies
Ohio
$212K +$210K +4,258 New
CIC
256
Cutler Investment Counsel
Oregon
$204K -$3.21K -65 -2%
MA
257
MCF Advisors
Kentucky
$204K -$741 -15 -0.4%
EWA
258
EverSource Wealth Advisors
Alabama
$184K +$183K +3,702 New
RFG
259
RFP Financial Group
Georgia
$182K +$53.7K +1,087 +42%
AssetMark Inc
260
AssetMark Inc
California
$162K +$55.3K +1,120 +52%
FCG
261
Financial Connections Group
California
$136K -$93.1K -1,885 -41%
Comerica Bank
262
Comerica Bank
Texas
$135K -$1.09K -22 -0.8%
DZ Bank
263
DZ Bank
Germany
$132K +$64K +1,296 +96%
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$125K -$6.28K -127 -5%
HIA
265
Harbor Investment Advisory
Maryland
$125K +$123K +2,486 +13,811%
SHIM
266
Stone House Investment Management
Pennsylvania
$109K -$198 -4 -0.2%
FW
267
Fairway Wealth
Ohio
$95.7K +$94.9K +1,921 New
TCG
268
Transcendent Capital Group
Oklahoma
$81.4K +$80.7K +1,634 New
PS
269
Planned Solutions
California
$79.2K +$78.6K +1,591 New
ASBI
270
American State Bank (Iowa)
Iowa
$77.8K
HDIM
271
Hanson & Doremus Investment Management
Vermont
$77K
GWM
272
Geneos Wealth Management
Colorado
$74.4K +$68.9K +1,394 +1,380%
CJ
273
Caitlin John
Michigan
$67.5K +$67K +1,356 New
Fidelity Investments
274
Fidelity Investments
Massachusetts
$65.3K +$45.5K +920 +235%
AAM
275
Advisors Asset Management
Colorado
$64.6K +$64.1K +1,298 New

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.