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iShares Core International Aggregate Bond Fund

287 hedge funds and large institutions have $2.2B invested in iShares Core International Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1.61% more ownership

Funds ownership: 59.41%61.02% (+1.6%)

0% more funds holding

Funds holding: 286287 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

2% less capital invested

Capital invested by funds: $2.25B → $2.2B (-$42.5M)

8% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 108

Holders
287
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
99
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Capstone Financial Advisors
Illinois
$15.3M +$11.3M +212,040 +263%
CFG
27
Compton Financial Group
Maryland
$13.6M +$738K +13,866 +6%
Morgan Stanley
28
Morgan Stanley
New York
$13.5M -$1.65M -31,071 -11%
GWM
29
GDS Wealth Management
Texas
$13.2M +$814K +15,303 +6%
SA
30
Stewardship Advisors
Pennsylvania
$12.8M +$3.11M +58,404 +31%
RIA
31
Regal Investment Advisors
Michigan
$11.3M +$84.1K +1,581 +0.7%
Jane Street
32
Jane Street
New York
$10.9M +$11.2M +209,917 New
AFG
33
Arkansas Financial Group
Arkansas
$10.7M +$3.18M +59,699 +41%
FPCG
34
Forum Private Client Group
Indiana
$10.5M +$10.7M +201,329 New
Ameriprise
35
Ameriprise
Minnesota
$9.51M -$26.6M -499,161 -73%
MML Investors Services
36
MML Investors Services
Massachusetts
$8.73M +$75.6K +1,421 +0.9%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$8.72M +$781K +14,677 +10%
KCM
38
Karp Capital Management
California
$8.62M -$2.61M -48,986 -23%
CPO
39
Cerity Partners OCIO
New York
$7.96M +$845K +15,886 +12%
DL
40
DOHJ LLC
Washington
$7.62M -$57.4K -1,079 -0.7%
PFM
41
Parsec Financial Management
North Carolina
$7.29M -$139K -2,604 -2%
TWM
42
Trinity Wealth Management
Pennsylvania
$7.15M -$2.26M -42,467 -24%
FSC
43
Full Sail Capital
Oklahoma
$6.77M +$2.99M +56,184 +76%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$6.62M +$6.76M +127,046 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$6.17M -$269K -5,064 -4%
CFB
46
Cullen/Frost Bankers
Texas
$6.05M -$191K -3,594 -3%
FIM
47
Freedom Investment Management
Connecticut
$5.76M -$2.45M -46,103 -29%
SAM
48
Securian Asset Management
Minnesota
$5.65M -$89.4K -1,680 -2%
Osaic Holdings
49
Osaic Holdings
Arizona
$5.52M -$3.43M -64,422 -35%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$5.48M +$5.62M +105,563 New

IAGG Hedge Fund Activity: Q1 2022 in Review

287 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2022, worth a combined $2.2B — down 1.9% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 31 closed out — a net gain of 6 holders — while 99 added to existing stakes and 108 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $52.4M. The largest seller was Ameriprise, cutting an estimated $26.6M.

  • 287 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2022, up from 286 in Q4 2021.
  • Funds reported $2.2B of iShares Core International Aggregate Bond Fund stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2022 was Commonwealth Equity Services, an estimated $52.4M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2022 was Ameriprise, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2022.