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iShares Core International Aggregate Bond Fund
IAGG

345 hedge funds and large institutions have $4.16B invested in iShares Core International Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 101

7% more funds holding

Funds holding: 322 → 345 (+23)

6% more capital invested

Capital invested by funds: $3.91B → $4.16B (+$253M)

0% more funds holding in top 10

Funds holding in top 10: 27 → 27 (0)

1% less ownership

Funds ownership: 73.01% → 72.01% (-1%)

Holders
345
Holders Change
+23
Holders Change %
+7.14%
% of All Funds
4.97%
Holding in Top 10
27
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
45
Increased
151
Reduced
101
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$191M
2
Betterment LLC
Betterment LLC
New York
+$57.9M
3
JP Morgan Chase
JP Morgan Chase
New York
+$52.9M
4
WI
WealthNavi Inc
Japan
+$44.8M
5
Jane Street
Jane Street
New York
+$42M

Top Sellers

Rank Fund Capital Flow
1
FGAM
Financial Gravity Asset Management
Texas
-$251M
2
SC
Syon Capital
California
-$51.3M
3
BlackRock
BlackRock
New York
-$47.3M
4
Morgan Stanley
Morgan Stanley
New York
-$27.3M
5
Goldman Sachs
Goldman Sachs
New York
-$17.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$24.4M +$3.59M +72,497 +17%
CAL
27
Capital Analysts LLC
Pennsylvania
$24M +$748K +15,109 +3%
GWM
28
GDS Wealth Management
Texas
$23.6M +$2.12M +42,734 +10%
CWM
29
Cahaba Wealth Management
Georgia
$22.7M +$515K +10,400 +2%
ANB
30
Amarillo National Bank
Texas
$22.7M -$103K -2,080 -0.5%
ACM
31
Agincourt Capital Management
Virginia
$22.4M +$1.12M +22,600 +5%
Morgan Stanley
32
Morgan Stanley
New York
$21M -$27.3M -550,425 -57%
MWM
33
Modera Wealth Management
New Jersey
$20.9M -$11.2K -227 -0.1%
PFM
34
Phillips Financial Management
Indiana
$20.6M -$1.14M -23,053 -5%
DC
35
Dorval Corp
Minnesota
$18M +$443K +8,939 +3%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$16.5M +$2.32M +46,782 +17%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$16M +$13.9M +280,120 +692%
NI
38
NYL Investors
New York
$15.8M +$1.42M +28,700 +10%
CFG
39
Compton Financial Group
Maryland
$15.6M -$2.72K -55 -0%
PIN
40
Prudent Investors Network
California
$14.3M +$14.2M +286,716 New
Cerity Partners
41
Cerity Partners
New York
$14.2M +$1.06M +21,365 +8%
CAN
42
Cetera Advisor Networks
California
$13.5M -$5.45M -110,011 -29%
BC
43
Brio Consultants
California
$13.3M +$1.35M +27,279 +11%
SIM
44
Stratos Investment Management
Ohio
$12.7M +$12.6M +253,944 New
FPCG
45
Forum Private Client Group
Indiana
$12.5M +$389K +7,847 +3%
UBS Group
46
UBS Group
Switzerland
$12.1M -$524K -10,589 -4%
TWM
47
Trinity Wealth Management
Pennsylvania
$12.1M +$4M +80,666 +50%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$11.1M +$699K +14,109 +7%
KA
49
Kooman & Associates
Pennsylvania
$10.5M +$293K +5,910 +3%
MSFS
50
Main Street Financial Solutions
Pennsylvania
$10.3M +$957K +19,314 +10%
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IAGG Hedge Fund Activity: Q1 2024 in Review

345 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2024, worth a combined $4.16B — up 6.5% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IAGG positions and 18 closed out — a net gain of 27 holders — while 151 added to existing stakes and 101 trimmed.

The largest buyer was BNP Paribas Asset Management, opening a new position worth an estimated $191M. The largest seller was Financial Gravity Asset Management, cutting an estimated $251M.

  • 345 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2024, up from 322 in Q4 2023.
  • Funds reported $4.16B of iShares Core International Aggregate Bond Fund stock for Q1 2024, up 6.5% quarter-over-quarter.
  • 45 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2024 and 18 closed out, a net change of +27 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2024 was BNP Paribas Asset Management, an estimated $191M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2024 was Financial Gravity Asset Management, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2024.