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iShares Core International Aggregate Bond Fund
IAGG

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: 23 → 27 (+4)

7% more funds holding

Funds holding: 300 → 322 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$570M
2
BlackRock
BlackRock
New York
+$118M
3
SC
Syon Capital
California
+$59.7M
4
Bank of America
Bank of America
North Carolina
+$28.3M
5
Morgan Stanley
Morgan Stanley
New York
+$26M

Top Sellers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
-$66M
2
Jane Street
Jane Street
New York
-$22.8M
3
AF
Advisornet Financial
Minnesota
-$17.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$12.8M
5
MMI
Matson Money Inc
Ohio
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
301
WealthNavi Inc
Japan
$6K +$6.42K +130 New
CWM
302
Cranbrook Wealth Management
Michigan
$5.73K – – –
IGWM
303
ICA Group Wealth Management
Colorado
$5.73K +$5.68K +115 New
MIM
304
Macroview Investment Management
Maryland
$4.9K +$148 +3 +3%
FFA
305
Frazier Financial Advisors
Ohio
$4.89K +$4.84K +98 New
NCM
306
Northwest Capital Management
Oregon
$4.83K – – –
RG
307
Retirement Group
California
$3.79K – – –
MFC
308
Morris Financial Concepts
South Carolina
$3.34K +$3.31K +67 New
PGAM
309
Princeton Global Asset Management
New Jersey
$3.07K +$99 +2 +3%
AA
310
Ancora Advisors
Ohio
$2.49K – – –
VCM
311
Versant Capital Management
Arizona
$2.39K – – –
VWWMG
312
Vermillion & White Wealth Management Group
Pennsylvania
$2.34K +$2.32K +47 New
PA
313
Parallel Advisors
California
$2.29K – – –
EBA
314
Eagle Bay Advisors
New York
$2.24K -$2.22K -45 -50%
SPWM
315
Spartan Planning & Wealth Management
North Carolina
$2.24K – – –
TFGT
316
TS Financial Group (TSFG)
Illinois
$2K +$49 +1 +3%
BFPW
317
BOK Financial Private Wealth
Colorado
$1.99K – – –
LFG
318
Larson Financial Group
Missouri
$1.49K – – –
NMG
319
New Millennium Group
Utah
$498 – – –
WWM
320
Wolff Wiese Magana
California
$299 -$103K -2,089 -100%
FWM
321
Focused Wealth Management
New York
$299 – – –
QCG
322
Quadrant Capital Group
Ohio
$152 – – –
FFO
323
Fortitude Family Office
Arizona
$149 +$148 +3 New
MFT
324
Moisand Fitzgerald Tamayo
Florida
$107 – – –
HNB
325
Huntington National Bank
Ohio
$50 – – –
11 12
13
14 15

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.