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iShares Core International Aggregate Bond Fund
IAGG

300 hedge funds and large institutions have $2.93B invested in iShares Core International Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 102

7% more capital invested

Capital invested by funds: $2.73B → $2.93B (+$204M)

6.12% more ownership

Funds ownership: 60.57% → 66.69% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 23 → 23 (0)

4% less funds holding

Funds holding: 312 → 300 (-12)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
300
Holders Change
-12
Holders Change %
-3.85%
% of All Funds
4.76%
Holding in Top 10
23
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.37%
New
29
Increased
126
Reduced
102
Closed
38
Calls
$107K
Puts
–
Net Calls
+$107K
Net Calls Change
-$154K

Top Buyers

Rank Fund Capital Flow
1
FGAM
Financial Gravity Asset Management
Texas
+$261M
2
JP Morgan Chase
JP Morgan Chase
New York
+$80.8M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$11.4M
4
BlackRock
BlackRock
New York
+$6.93M
5
Jane Street
Jane Street
New York
+$6.82M

Top Sellers

Rank Fund Capital Flow
1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$15.1M
2
CAC
Certified Advisory Corp
Florida
-$13.4M
3
Ameriprise
Ameriprise
Minnesota
-$12.5M
4
FPCG
Forum Private Client Group
Indiana
-$11.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
276
Geneos Wealth Management
Colorado
$4.94K – – –
NCM
277
Northwest Capital Management
Oregon
$4.73K – – –
MIM
278
Macroview Investment Management
Maryland
$4.63K – – –
NECFA
279
New England Capital Financial Advisors
Connecticut
$4.6K – – –
EBA
280
Eagle Bay Advisors
New York
$4.39K +$2.21K +45 +100%
AW
281
Avion Wealth
Texas
$4K – – –
RG
282
Retirement Group
California
$3.71K – – –
National Bank of Canada
283
National Bank of Canada
Quebec, Canada
$3.01K -$2.45K -50 -45%
PGAM
284
Princeton Global Asset Management
New Jersey
$2.91K – – –
AA
285
Ancora Advisors
Ohio
$2.44K – – –
VCM
286
Versant Capital Management
Arizona
$2.34K -$6.38K -130 -73%
PA
287
Parallel Advisors
California
$2.24K -$14.3K -292 -86%
SPWM
288
Spartan Planning & Wealth Management
North Carolina
$2.19K +$2.21K +45 New
CSPIA
289
Cary Street Partners Investment Advisory
Virginia
$2.18K – – –
TFGT
290
TS Financial Group (TSFG)
Illinois
$2K – – –
BFPW
291
BOK Financial Private Wealth
Colorado
$1.95K – – –
LFG
292
Larson Financial Group
Missouri
$1.46K – – –
HIA
293
Harbor Investment Advisory
Maryland
$878 – – –
TRCT
294
Tower Research Capital (TRC)
New York
$829 +$638 +13 +325%
TLCM
295
Twin Lakes Capital Management
California
$780 +$785 +16 New
GI
296
Gradient Investments
Minnesota
$488 – – –
NMG
297
New Millennium Group
Utah
$488 – – –
ACA
298
Aptus Capital Advisors
Alabama
$439 -$3.48K -71 -89%
FWM
299
Focused Wealth Management
New York
$293 – – –
QCG
300
Quadrant Capital Group
Ohio
$149 – – –
10 11
12
13 14

IAGG Hedge Fund Activity: Q3 2023 in Review

300 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2023, worth a combined $2.93B — up 7.5% from $2.73B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IAGG and 29 opened new positions — a net loss of 9 holders — while 102 trimmed existing stakes and 126 added.

The largest buyer was Financial Gravity Asset Management, adding an estimated $261M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $15.1M.

  • 300 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2023, down from 312 in Q2 2023.
  • Funds reported $2.93B of iShares Core International Aggregate Bond Fund stock for Q3 2023, up 7.5% quarter-over-quarter.
  • 29 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2023 and 38 closed out, a net change of -9 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $261M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2023 was Thrivent Financial for Lutherans, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2023.