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iShares Core International Aggregate Bond Fund

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: 286315 (+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: 2422 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
26
GDS Wealth Management
Texas
$15.9M +$1.73M +35,433 +12%
AF
27
Advisornet Financial
Minnesota
$15.8M +$604K +12,378 +4%
CFA
28
Capstone Financial Advisors
Illinois
$15.1M +$5.05M +103,360 +48%
FAAM
29
First Ascent Asset Management
Colorado
$14.4M -$161K -3,307 -1%
ANB
30
Amarillo National Bank
Texas
$14.1M -$3.27M -67,011 -18%
CFG
31
Compton Financial Group
Maryland
$13.5M +$705K +14,437 +5%
BAAM
32
Baker Avenue Asset Management
California
$13.4M +$13.8M +281,934 New
NI
33
NYL Investors
New York
$13.4M -$303K -6,200 -2%
PIN
34
Prudent Investors Network
California
$13.2M +$579K +11,864 +4%
UCFA
35
United Capital Financial Advisors
Texas
$12.4M -$3.94M -80,754 -24%
SA
36
Stewardship Advisors
Pennsylvania
$12.2M -$34.4K -705 -0.3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$11M +$3.01M +61,579 +36%
FPCG
38
Forum Private Client Group
Indiana
$11M +$7.13K +146 +0.1%
KA
39
Kooman & Associates
Pennsylvania
$10.6M +$10.8M +222,014 New
BC
40
Brio Consultants
California
$10.5M +$463K +9,474 +4%
Financial Engines Advisors
41
Financial Engines Advisors
California
$9.44M +$9.7M +198,626 New
MSFS
42
Main Street Financial Solutions
Pennsylvania
$8.52M -$162K -3,323 -2%
AFG
43
Arkansas Financial Group
Arkansas
$8.48M -$1.6M -32,682 -15%
AF
44
Allworth Financial
California
$8.39M -$6.31M -129,150 -42%
SC
45
Savant Capital
Illinois
$8.29M +$770K +15,774 +9%
PCIA
46
Prime Capital Investment Advisors
Kansas
$8.12M +$525K +10,747 +7%
MML Investors Services
47
MML Investors Services
Massachusetts
$7.81M -$67.6K -1,384 -0.8%
Ameriprise
48
Ameriprise
Minnesota
$7.65M +$787K +16,119 +11%
CPO
49
Cerity Partners OCIO
New York
$6.96M -$149K -3,045 -2%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$6.87M +$407K +8,336 +6%

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.