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iShares Core International Aggregate Bond Fund

286 hedge funds and large institutions have $2.12B invested in iShares Core International Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

1.24% more ownership

Funds ownership: 62.09%63.32% (+1.2%)

1% less capital invested

Capital invested by funds: $2.14B → $2.12B (-$20.1M)

4% less funds holding

Funds holding: 299286 (-13)

23% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 120

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

Holders
286
Holders Change
-13
Holders Change %
-4.35%
% of All Funds
4.93%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.41%
New
21
Increased
93
Reduced
120
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$13.9M -$420K -8,376 -3%
NI
27
NYL Investors
New York
$13.9M -$516K -10,300 -3%
PS
28
Portfolio Solutions
Michigan
$13.9M +$4.65M +92,770 +48%
CFG
29
Compton Financial Group
Maryland
$13M +$378K +7,542 +3%
PIN
30
Prudent Investors Network
California
$12.8M +$63.1K +1,259 +0.5%
SA
31
Stewardship Advisors
Pennsylvania
$12.4M +$837K +16,695 +7%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$11.9M +$11.3M +224,711 +1,044%
State Street
33
State Street
Massachusetts
$11.7M +$421K +8,401 +4%
FPCG
34
Forum Private Client Group
Indiana
$11.1M +$477K +9,514 +4%
COCM
35
Charter Oak Capital Management
New Hampshire
$10.9M -$2.47M -49,201 -18%
CFA
36
Capstone Financial Advisors
Illinois
$10.3M -$1.17M -23,268 -10%
AFG
37
Arkansas Financial Group
Arkansas
$10.2M +$1.55K +31 +0%
BC
38
Brio Consultants
California
$10.2M +$409K +8,168 +4%
Jane Street
39
Jane Street
New York
$10M -$5.88M -117,425 -36%
MSFS
40
Main Street Financial Solutions
Pennsylvania
$8.82M +$1.66M +33,057 +22%
UBS Group
41
UBS Group
Switzerland
$8.35M +$742K +14,812 +9%
SC
42
Savant Capital
Illinois
$8.28M +$4.02M +80,299 +88%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$8.24M +$561K +11,191 +7%
Morgan Stanley
44
Morgan Stanley
New York
$8.13M -$4.46M -89,021 -35%
MML Investors Services
45
MML Investors Services
Massachusetts
$8.01M -$146K -2,917 -2%
PCIA
46
Prime Capital Investment Advisors
Kansas
$7.73M -$253K -5,045 -3%
CPO
47
Cerity Partners OCIO
New York
$7.22M +$1.57M +31,272 +26%
Ameriprise
48
Ameriprise
Minnesota
$6.99M -$1.09M -21,837 -13%
Mercer Global Advisors
49
Mercer Global Advisors
Colorado
$6.58M +$356K +7,114 +6%
OAM
50
Occidental Asset Management
California
$6.49M -$261K -5,217 -4%

IAGG Hedge Fund Activity: Q3 2022 in Review

286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2022, worth a combined $2.12B — down 0.94% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IAGG and 21 opened new positions — a net loss of 11 holders — while 120 trimmed existing stakes and 93 added.

The largest buyer was Mather Group, opening a new position worth an estimated $69.6M. The largest seller was BlackRock, cutting an estimated $16.6M.

  • 286 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2022, down from 299 in Q2 2022.
  • Funds reported $2.12B of iShares Core International Aggregate Bond Fund stock for Q3 2022, down 0.94% quarter-over-quarter.
  • 21 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2022 and 32 closed out, a net change of -11 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2022 was Mather Group, an estimated $69.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2022 was BlackRock, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2022.