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iShares Core International Aggregate Bond Fund

361 hedge funds and large institutions have $5.19B invested in iShares Core International Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 173 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 101

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

15% more capital invested

Capital invested by funds: $4.53B → $5.19B (+$660M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

3% more funds holding

Funds holding: 352361 (+9)

2.19% more ownership

Funds ownership: 72.43%74.62% (+2.2%)

Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.18%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
36
Increased
173
Reduced
101
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$27.3M +$1.49M +29,203 +6%
ANB
27
Amarillo National Bank
Texas
$26.3M +$309K +6,048 +1%
SIM
28
Stratos Investment Management
Ohio
$25.8M +$4.9M +95,759 +24%
MWM
29
Modera Wealth Management
New Jersey
$25.8M +$940K +18,386 +4%
CWM
30
Cahaba Wealth Management
Georgia
$25.1M +$577K +11,284 +2%
FGC
31
Financial Gravity Companies
Texas
$24.1M +$23.8M +465,276 New
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$24M +$3.61M +70,628 +18%
ACM
33
Agincourt Capital Management
Virginia
$23.6M +$181K +3,550 +0.8%
Morgan Stanley
34
Morgan Stanley
New York
$21.2M +$62.6K +1,224 +0.3%
PIN
35
Prudent Investors Network
California
$18.9M +$3.25M +63,514 +21%
PFM
36
Phillips Financial Management
Indiana
$18.7M -$1.56M -30,573 -8%
OWA
37
Octavia Wealth Advisors
Ohio
$17.8M +$6.54M +128,008 +60%
CFG
38
Compton Financial Group
Maryland
$17.3M +$203K +3,977 +1%
Cerity Partners
39
Cerity Partners
New York
$17.2M +$1.34M +26,222 +9%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$17.1M -$149K -2,915 -0.9%
NI
41
NYL Investors
New York
$16M +$230K +4,500 +1%
UBS Group
42
UBS Group
Switzerland
$15.7M +$432K +8,450 +3%
MAV
43
Mason & Associates (Virginia)
Virginia
$15.1M +$702K +13,734 +5%
AWM
44
Apollon Wealth Management
South Carolina
$15M +$4.62M +90,399 +45%
TWM
45
Trinity Wealth Management
Pennsylvania
$14.6M +$1.37M +26,865 +11%
BC
46
Brio Consultants
California
$14.2M +$267K +5,232 +2%
AllianceBernstein
47
AllianceBernstein
Tennessee
$13.6M
FPCG
48
Forum Private Client Group
Indiana
$11.6M -$1.65M -32,193 -13%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$11.4M -$11.9M -232,095 -51%
KA
50
Kooman & Associates
Pennsylvania
$11.2M +$104K +2,027 +0.9%

IAGG Hedge Fund Activity: Q3 2024 in Review

361 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2024, worth a combined $5.19B — up 15% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IAGG positions and 22 closed out — a net gain of 14 holders — while 173 added to existing stakes and 101 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $305M. The largest seller was Jane Street, cutting an estimated $12.8M.

  • 361 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2024, up from 352 in Q2 2024.
  • Funds reported $5.19B of iShares Core International Aggregate Bond Fund stock for Q3 2024, up 15% quarter-over-quarter.
  • 36 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2024 and 22 closed out, a net change of +14 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2024 was JP Morgan Chase, an estimated $305M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2024 was Jane Street, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2024.