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iShares Core International Aggregate Bond Fund

388 hedge funds and large institutions have $5.33B invested in iShares Core International Aggregate Bond Fund in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 208 increasing their positions, 86 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 86

115% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 27

8% more funds holding in top 10

Funds holding in top 10: 2628 (+2)

7% more funds holding

Funds holding: 361388 (+27)

3.37% more ownership

Funds ownership: 74.62%77.99% (+3.4%)

3% more capital invested

Capital invested by funds: $5.19B → $5.33B (+$135M)

Holders
388
Holders Change
+27
Holders Change %
+7.48%
% of All Funds
5.11%
Holding in Top 10
28
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.69%
% of All Funds
0.37%
New
58
Increased
208
Reduced
86
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
26
Capital Analysts LLC
Pennsylvania
$30.7M +$4.54M +87,971 +17%
SC
27
Savant Capital
Illinois
$29.9M +$2.54M +49,241 +9%
AllianceBernstein
28
AllianceBernstein
Tennessee
$29.6M +$17.1M +332,319 +127%
CWM
29
Cahaba Wealth Management
Georgia
$25.8M +$1.68M +32,656 +7%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$25.6M +$2.54M +49,187 +11%
ANB
31
Amarillo National Bank
Texas
$25.3M
MWM
32
Modera Wealth Management
New Jersey
$25M +$197K +3,814 +0.8%
FGC
33
Financial Gravity Companies
Texas
$24.1M +$872K +16,894 +4%
ACM
34
Agincourt Capital Management
Virginia
$23.1M +$382K +7,400 +2%
PIN
35
Prudent Investors Network
California
$19.6M +$1.48M +28,601 +8%
Cerity Partners
36
Cerity Partners
New York
$17.9M +$1.39M +26,925 +8%
OWA
37
Octavia Wealth Advisors
Ohio
$17.9M +$835K +16,192 +5%
CFG
38
Compton Financial Group
Maryland
$17.9M +$1.29M +24,975 +7%
Morgan Stanley
39
Morgan Stanley
New York
$16.8M -$3.7M -71,728 -18%
NI
40
NYL Investors
New York
$15.7M +$294K +5,700 +2%
AWM
41
Apollon Wealth Management
South Carolina
$15.3M +$871K +16,882 +6%
Cetera Investment Advisers
42
Cetera Investment Advisers
Illinois
$15.1M -$1.42M -27,613 -8%
MAV
43
Mason & Associates (Virginia)
Virginia
$15.1M +$582K +11,275 +4%
BC
44
Brio Consultants
California
$14.4M +$789K +15,295 +6%
TWM
45
Trinity Wealth Management
Pennsylvania
$14.4M +$364K +7,062 +3%
PFM
46
Phillips Financial Management
Indiana
$13.8M -$4.3M -83,245 -23%
UBS Group
47
UBS Group
Switzerland
$13.3M -$1.94M -37,517 -12%
MSFS
48
Main Street Financial Solutions
Pennsylvania
$11.3M +$614K +11,903 +6%
KA
49
Kooman & Associates
Pennsylvania
$10.8M -$1.24K -24 -0%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$10.7M -$255K -4,934 -2%

IAGG Hedge Fund Activity: Q4 2024 in Review

388 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2024, worth a combined $5.33B — up 2.6% from $5.19B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IAGG positions and 27 closed out — a net gain of 31 holders — while 208 added to existing stakes and 86 trimmed.

The largest buyer was BlackRock, adding an estimated $75.3M. The largest seller was Mirae Asset Global Investments, cutting an estimated $32.2M.

  • 388 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2024, up from 361 in Q3 2024.
  • Funds reported $5.33B of iShares Core International Aggregate Bond Fund stock for Q4 2024, up 2.6% quarter-over-quarter.
  • 58 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2024 and 27 closed out, a net change of +31 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2024 was BlackRock, an estimated $75.3M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2024 was Mirae Asset Global Investments, an estimated $32.2M sold.

Based on aggregated 13F filings for Q4 2024.