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iShares Core International Aggregate Bond Fund

299 hedge funds and large institutions have $2.14B invested in iShares Core International Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 117 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 287299 (+12)

1.07% more ownership

Funds ownership: 61.02%62.09% (+1.1%)

3% less capital invested

Capital invested by funds: $2.2B → $2.14B (-$65.7M)

18% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 117

Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
5.04%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.39%
New
37
Increased
96
Reduced
117
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
GDS Wealth Management
Texas
$14.4M +$1.59M +31,504 +12%
COCM
27
Charter Oak Capital Management
New Hampshire
$13.7M -$1.57M -30,942 -10%
PIN
28
Prudent Investors Network
California
$13.1M -$2.49M -49,263 -16%
CFG
29
Compton Financial Group
Maryland
$13.1M +$37.2K +734 +0.3%
Morgan Stanley
30
Morgan Stanley
New York
$12.8M -$49K -968 -0.4%
SA
31
Stewardship Advisors
Pennsylvania
$12M -$282K -5,571 -2%
CFA
32
Capstone Financial Advisors
Illinois
$11.8M -$2.81M -55,482 -19%
State Street
33
State Street
Massachusetts
$11.6M +$10.9M +214,983 +1,167%
FPCG
34
Forum Private Client Group
Indiana
$11M +$988K +19,528 +10%
AFG
35
Arkansas Financial Group
Arkansas
$10.5M +$278K +5,497 +3%
BC
36
Brio Consultants
California
$10.3M +$10.1M +199,316 +4,161%
PS
37
Portfolio Solutions
Michigan
$9.66M +$9.82M +194,047 New
MML Investors Services
38
MML Investors Services
Massachusetts
$8.4M +$52.9K +1,045 +0.6%
Ameriprise
39
Ameriprise
Minnesota
$8.31M -$803K -15,864 -9%
PCIA
40
Prime Capital Investment Advisors
Kansas
$8.22M -$7M -138,225 -46%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$7.93M +$2.07M +40,934 +35%
UBS Group
42
UBS Group
Switzerland
$7.87M +$5.39M +106,506 +207%
MSFS
43
Main Street Financial Solutions
Pennsylvania
$7.44M -$909K -17,964 -11%
PP
44
PDS Planning
Ohio
$7.18M +$5.56M +109,847 +320%
OAM
45
Occidental Asset Management
California
$6.95M +$3.32M +65,602 +89%
DL
46
DOHJ LLC
Washington
$6.73M -$564K -11,150 -8%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$6.43M +$104K +2,049 +2%
TWM
48
Trinity Wealth Management
Pennsylvania
$6.37M -$473K -9,336 -7%
CPO
49
Cerity Partners OCIO
New York
$5.88M -$1.74M -34,457 -23%
CFB
50
Cullen/Frost Bankers
Texas
$5.64M -$142K -2,811 -2%

IAGG Hedge Fund Activity: Q2 2022 in Review

299 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2022, worth a combined $2.14B — down 3% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 24 closed out — a net gain of 13 holders — while 96 added to existing stakes and 117 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $23.5M. The largest seller was Bank of America, cutting an estimated $21.8M.

  • 299 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2022, up from 287 in Q1 2022.
  • Funds reported $2.14B of iShares Core International Aggregate Bond Fund stock for Q2 2022, down 3% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2022 and 24 closed out, a net change of +13 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2022 was Osaic Holdings, an estimated $23.5M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2022 was Bank of America, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.