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iShares Core International Aggregate Bond Fund
IAGG

295 hedge funds and large institutions have $2.6B invested in iShares Core International Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 98

4.98% more ownership

Funds ownership: 62.44% → 67.42% (+5%)

4% more capital invested

Capital invested by funds: $2.51B → $2.6B (+$91.1M)

0% more funds holding in top 10

Funds holding in top 10: 22 → 22 (0)

6% less funds holding

Funds holding: 315 → 295 (-20)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
295
Holders Change
-20
Holders Change %
-6.35%
% of All Funds
4.7%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
30
Increased
126
Reduced
98
Closed
42
Calls
–
Puts
$10K
Net Calls
-$10K
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$134M
2
Jane Street
Jane Street
New York
+$76M
3
SWG
Summit Wealth Group
Vermont
+$57.2M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$36.3M
5
SAG
SageView Advisory Group
California
+$13.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$139M
2
Bank of America
Bank of America
North Carolina
-$38.5M
3
BAAM
Baker Avenue Asset Management
California
-$13.4M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$9.3M
5
Morgan Stanley
Morgan Stanley
New York
-$7.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMB
276
Field & Main Bank
Kentucky
$4.65K – – –
NECFA
277
New England Capital Financial Advisors
Connecticut
$4.62K -$824 -17 -15%
SSC
278
Syverson Strege & Co
Iowa
$4.21K – – –
RG
279
Retirement Group
California
$4K – – –
SFG
280
Steward Financial Group
Texas
$4K +$4.36K +90 New
Simplex Trading
281
Simplex Trading
Illinois
$4K +$4.85K +100 New
GWM
282
Geneos Wealth Management
Colorado
$3.98K +$630 +13 +19%
ACA
283
Aptus Capital Advisors
Alabama
$3.92K +$3.88K +80 New
PGAM
284
Princeton Global Asset Management
New Jersey
$2.92K +$1.94K +40 +200%
Fidelity Investments
285
Fidelity Investments
Massachusetts
$2.55K +$1.6K +33 +174%
AA
286
Ancora Advisors
Ohio
$2.45K – – –
VCM
287
Versant Capital Management
Arizona
$2.35K – – –
EBA
288
Eagle Bay Advisors
New York
$2.2K – – –
CSPIA
289
Cary Street Partners Investment Advisory
Virginia
$2.19K – – –
TRCT
290
Tower Research Capital (TRC)
New York
$2K +$1.79K +37 New
BFPW
291
BOK Financial Private Wealth
Colorado
$1.96K -$2.23K -46 -53%
LFG
292
Larson Financial Group
Missouri
$1.47K – – –
HIA
293
Harbor Investment Advisory
Maryland
$881 – – –
GI
294
Gradient Investments
Minnesota
$490 -$291 -6 -38%
NMG
295
New Millennium Group
Utah
$490 – – –
FWM
296
Focused Wealth Management
New York
$294 – – –
QCG
297
Quadrant Capital Group
Ohio
$149 – – –
HNB
298
Huntington National Bank
Ohio
$49 – – –
BAAM
299
Baker Avenue Asset Management
California
– -$13.4M -281,934 Closed
ACA
300
Ackerman Capital Advisors
Texas
– -$5.99M -126,020 Closed
10 11
12
13 14

IAGG Hedge Fund Activity: Q1 2023 in Review

295 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2023, worth a combined $2.6B — up 3.6% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of IAGG and 30 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 126 added.

The largest buyer was JP Morgan Chase, adding an estimated $134M. The largest seller was BlackRock, cutting an estimated $139M.

  • 295 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2023, down from 315 in Q4 2022.
  • Funds reported $2.6B of iShares Core International Aggregate Bond Fund stock for Q1 2023, up 3.6% quarter-over-quarter.
  • 30 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2023 and 42 closed out, a net change of -12 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2023 was JP Morgan Chase, an estimated $134M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2023 was BlackRock, an estimated $139M sold.

Based on aggregated 13F filings for Q1 2023.