We are live on ! Find out more
IAGG icon

iShares Core International Aggregate Bond Fund

380 hedge funds and large institutions have $5.08B invested in iShares Core International Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 164 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 130

5% less capital invested

Capital invested by funds: $5.33B → $5.08B (-$251M)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 388380 (-8)

4.24% less ownership

Funds ownership: 77.99%73.75% (-4.2%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

32% less call options, than puts

Call options by funds: $310K | Put options by funds: $455K

Holders
380
Holders Change
-8
Holders Change %
-2.06%
% of All Funds
5.1%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.31%
New
36
Increased
164
Reduced
130
Closed
38
Calls
$310K
Puts
$455K
Net Calls
-$145K
Net Calls Change
-$145K
Name Holding Trade Value Shares
Change
Change in
Stake
BSWM
26
Boston Standard Wealth Management
Massachusetts
$29.7M -$4.79M -95,776 -14%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$28.5M +$2.88M +57,554 +11%
ANB
28
Amarillo National Bank
Texas
$26.7M +$1.33M +26,535 +5%
CWM
29
Cahaba Wealth Management
Georgia
$26.7M +$852K +17,053 +3%
FGAM
30
Financial Gravity Asset Management
Texas
$26.1M +$26.1M +522,072 New
CAL
31
Capital Analysts LLC
Pennsylvania
$25.8M -$4.93M -98,652 -16%
MWM
32
Modera Wealth Management
New Jersey
$25.6M +$526K +10,525 +2%
MCWS
33
McKinley Carter Wealth Services
West Virginia
$21.6M +$21.6M +431,744 New
AWM
34
Apollon Wealth Management
South Carolina
$20.4M +$5.07M +101,493 +33%
Cerity Partners
35
Cerity Partners
New York
$20.4M +$2.41M +48,159 +13%
SC
36
Syon Capital
California
$16.9M -$18.2M -364,322 -52%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$16.7M +$1.55M +30,942 +10%
NI
38
NYL Investors
New York
$16.2M +$500K +10,000 +3%
MAV
39
Mason & Associates (Virginia)
Virginia
$15.8M +$677K +13,542 +4%
BC
40
Brio Consultants
California
$14.8M +$321K +6,426 +2%
TWM
41
Trinity Wealth Management
Pennsylvania
$14.5M +$11.4K +228 +0.1%
LWMI
42
Landmark Wealth Management (Illinois)
Illinois
$14.4M +$8.76M +175,227 +156%
PFM
43
Phillips Financial Management
Indiana
$13.1M -$787K -15,749 -6%
Ameriprise
44
Ameriprise
Minnesota
$12.1M +$3.38M +67,711 +39%
MSFS
45
Main Street Financial Solutions
Pennsylvania
$11.9M +$546K +10,915 +5%
UBS Group
46
UBS Group
Switzerland
$11.7M -$1.53M -30,574 -12%
PWM
47
Penobscot Wealth Management
Maine
$11.3M +$949K +18,983 +9%
AFS
48
Anderson Financial Strategies
Ohio
$10.9M +$324K +6,488 +3%
DC
49
Dorval Corp
Minnesota
$10.9M +$290K +5,808 +3%
AC
50
Apella Capital
Connecticut
$10.7M +$7.7M +154,073 +261%

IAGG Hedge Fund Activity: Q1 2025 in Review

380 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2025, worth a combined $5.08B — down 4.7% from $5.33B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IAGG and 36 opened new positions — a net loss of 2 holders — while 130 trimmed existing stakes and 164 added.

The largest buyer was WealthNavi Inc, adding an estimated $42.6M. The largest seller was Jones Financial Companies, cutting an estimated $204M.

  • 380 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2025, down from 388 in Q4 2024.
  • Funds reported $5.08B of iShares Core International Aggregate Bond Fund stock for Q1 2025, down 4.7% quarter-over-quarter.
  • 36 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2025 and 38 closed out, a net change of -2 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2025 was WealthNavi Inc, an estimated $42.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2025 was Jones Financial Companies, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2025.