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iShares Core International Aggregate Bond Fund
IAGG

315 hedge funds and large institutions have $2.51B invested in iShares Core International Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

26% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 100

19% more capital invested

Capital invested by funds: $2.12B → $2.51B (+$395M)

10% more funds holding

Funds holding: 286 → 315 (+29)

0.88% less ownership

Funds ownership: 63.32% → 62.44% (-0.88%)

8% less funds holding in top 10

Funds holding in top 10: 24 → 22 (-2)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.06%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.35%
New
57
Increased
126
Reduced
100
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$184M
2
BlackRock
BlackRock
New York
+$52.6M
3
Bank of America
Bank of America
North Carolina
+$38.3M
4
Morgan Stanley
Morgan Stanley
New York
+$22.6M
5
CAN
Cetera Advisor Networks
California
+$18.2M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.9M
2
Jane Street
Jane Street
New York
-$6.74M
3
AF
Allworth Financial
California
-$6.31M
4
COCM
Charter Oak Capital Management
New Hampshire
-$6.15M
5
UCFA
United Capital Financial Advisors
Texas
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
301
Versant Capital Management
Arizona
$2.28K +$2.34K +48 New
EBA
302
Eagle Bay Advisors
New York
$2.14K – – –
CSPIA
303
Cary Street Partners Investment Advisory
Virginia
$2.13K +$2.2K +45 New
AA
304
Ancora Advisors
Ohio
$2K – – –
LFG
305
Larson Financial Group
Missouri
$1.43K – – –
PFA
306
Pathway Financial Advisers
Indiana
$1.26K +$1.32K +27 New
BCMIO
307
Beacon Capital Management Inc (Ohio)
Ohio
$1.26K +$1.32K +27 New
USCWA
308
U.S. Capital Wealth Advisors
Texas
$1.19K +$1.22K +25 New
PGAM
309
Princeton Global Asset Management
New Jersey
$1K +$977 +20 New
Fidelity Investments
310
Fidelity Investments
Massachusetts
$903 -$21.8K -446 -96%
CI
311
Cordant Inc
Oregon
$880 +$928 +19 New
HIA
312
Harbor Investment Advisory
Maryland
$856 – – –
GI
313
Gradient Investments
Minnesota
$761 – – –
NMG
314
New Millennium Group
Utah
$476 – – –
FWM
315
Focused Wealth Management
New York
$285 – – –
QCG
316
Quadrant Capital Group
Ohio
$145 – – –
HNB
317
Huntington National Bank
Ohio
$48 – – –
ACG
318
Allen Capital Group
Nebraska
– -$1.49M -30,849 Closed
RA
319
RFG Advisory
Alabama
– -$933K -19,184 Closed
EWS
320
Evergreen Wealth Solutions
Pennsylvania
– -$324K -6,695 Closed
HWM
321
Hemington Wealth Management
Virginia
– -$319K -6,610 Closed
PAG
322
Private Advisor Group
New Jersey
– -$289K -5,985 Closed
VFPW
323
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$267K -5,515 Closed
TA
324
TrueWealth Advisors
Alabama
– -$263K -5,447 Closed
WWM
325
Western Wealth Management
Colorado
– -$262K -5,422 Closed
10 11 12
13
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IAGG Hedge Fund Activity: Q4 2022 in Review

315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2022, worth a combined $2.51B — up 19% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IAGG positions and 24 closed out — a net gain of 33 holders — while 126 added to existing stakes and 100 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $184M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.9M.

  • 315 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2022, up from 286 in Q3 2022.
  • Funds reported $2.51B of iShares Core International Aggregate Bond Fund stock for Q4 2022, up 19% quarter-over-quarter.
  • 57 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2022 and 24 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2022 was Jones Financial Companies, an estimated $184M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2022.