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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
LFA
276
Level Financial Advisors
New York
$62.4K +$6.47K +131 +12%
NA
277
NewEdge Advisors
Louisiana
$62.1K +$12K +243 +24%
AAP
278
Arax Advisory Partners
Colorado
$62K +$939 +19 +2%
PNC Financial Services Group
279
PNC Financial Services Group
Pennsylvania
$61.4K -$33.1K -670 -35%
SWA
280
SOA Wealth Advisors
New York
$49.4K +$1.63K +33 +3%
APC
281
Aspire Private Capital
North Carolina
$45.6K -$148 -3 -0.3%
KFO
282
Kopp Family Office
Minnesota
$40K
SS
283
Sunbelt Securities
Texas
$40K -$42.4K -858 -52%
ANBT
284
American National Bank & Trust
Texas
$39K +$31K +628 +405%
ZC
285
Zeit Capital
Colorado
$38.1K
HI
286
Harbour Investments
Wisconsin
$37K +$494 +10 +1%
CAS
287
Coppell Advisory Solutions
Texas
$34.3K +$34K +689 New
PA
288
Pineridge Advisors
Missouri
$30.7K +$30.5K +617 New
NS
289
NBC Securities
Alabama
$24K
HBW
290
Hazlett, Burt & Watson
West Virginia
$22K +$7.12K +144 +48%
AIC
291
Archer Investment Corporation
Indiana
$21.9K +$1.78K +36 +9%
AF
292
Advisornet Financial
Minnesota
$19.1K -$17.1M -346,577 -100%
SWM
293
Spire Wealth Management
Virginia
$18.5K -$98.8K -2,000 -84%
HF
294
Halpern Financial
Virginia
$16K +$15.9K +322 New
KFS
295
Kelly Financial Services
Massachusetts
$12.5K +$395 +8 +3%
JWA
296
JFS Wealth Advisors
Pennsylvania
$11.9K +$11.8K +239 New
PCA
297
Providence Capital Advisors
North Carolina
$10.8K +$10.7K +216 New
Wells Fargo
298
Wells Fargo
California
$10K -$27.2K -550 -73%
ACA
299
Aptus Capital Advisors
Alabama
$7.17K +$6.67K +135 +1,500%
TAM
300
Tucker Asset Management
Colorado
$7.07K

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.