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iShares Core International Aggregate Bond Fund

312 hedge funds and large institutions have $2.73B invested in iShares Core International Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 101

6% more funds holding

Funds holding: 295312 (+17)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

5% more capital invested

Capital invested by funds: $2.6B → $2.73B (+$124M)

6.86% less ownership

Funds ownership: 67.42%60.57% (-6.9%)

Holders
312
Holders Change
+17
Holders Change %
+5.76%
% of All Funds
4.9%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
41
Increased
123
Reduced
101
Closed
20
Calls
$261K
Puts
Net Calls
+$261K
Net Calls Change
+$271K
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
26
Modera Wealth Management
New Jersey
$19.6M +$18M +367,992 +1,270%
CAC
27
Certified Advisory Corp
Florida
$19.1M -$2.65M -54,130 -12%
GWM
28
GDS Wealth Management
Texas
$19.1M +$736K +15,004 +4%
SA
29
Stewardship Advisors
Pennsylvania
$16.9M +$2.42M +49,443 +17%
AF
30
Advisornet Financial
Minnesota
$16.6M +$725K +14,785 +5%
Jane Street
31
Jane Street
New York
$16.2M -$64.1M -1,307,525 -80%
FAAM
32
First Ascent Asset Management
Colorado
$15.9M +$687K +14,015 +5%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$15.8M +$3.68M +75,015 +31%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$15.7M +$15M +305,664 +2,159%
PIN
35
Prudent Investors Network
California
$15.7M -$264K -5,390 -2%
NI
36
NYL Investors
New York
$14.6M -$235K -4,800 -2%
CFG
37
Compton Financial Group
Maryland
$14.3M +$245K +5,001 +2%
SC
38
Savant Capital
Illinois
$13.7M +$160K +3,261 +1%
CFA
39
Capstone Financial Advisors
Illinois
$12.1M -$2.61M -53,233 -18%
UCFA
40
United Capital Financial Advisors
Texas
$12.1M -$939K -19,155 -7%
FPCG
41
Forum Private Client Group
Indiana
$11.9M +$286K +5,827 +2%
BC
42
Brio Consultants
California
$11.8M +$465K +9,486 +4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$11.6M +$1.17M +23,833 +11%
KA
44
Kooman & Associates
Pennsylvania
$10.7M -$552K -11,256 -5%
MSFS
45
Main Street Financial Solutions
Pennsylvania
$9.65M +$298K +6,085 +3%
AFG
46
Arkansas Financial Group
Arkansas
$8.89M +$177K +3,610 +2%
MML Investors Services
47
MML Investors Services
Massachusetts
$8.88M +$1.57M +31,954 +22%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$8.29M -$265K -5,401 -3%
Cerity Partners
49
Cerity Partners
New York
$8.19M +$8.14M +166,117 New
TWM
50
Trinity Wealth Management
Pennsylvania
$7.71M +$354K +7,228 +5%

IAGG Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2023, worth a combined $2.73B — up 4.7% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IAGG positions and 20 closed out — a net gain of 21 holders — while 123 added to existing stakes and 101 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $53.9M. The largest seller was Jane Street, cutting an estimated $64.1M.

  • 312 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2023, up from 295 in Q1 2023.
  • Funds reported $2.73B of iShares Core International Aggregate Bond Fund stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 41 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2023 and 20 closed out, a net change of +21 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2023 was JP Morgan Chase, an estimated $53.9M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2023 was Jane Street, an estimated $64.1M sold.

Based on aggregated 13F filings for Q2 2023.