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iShares Core International Aggregate Bond Fund

287 hedge funds and large institutions have $2.2B invested in iShares Core International Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1.61% more ownership

Funds ownership: 59.41%61.02% (+1.6%)

0% more funds holding

Funds holding: 286287 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

2% less capital invested

Capital invested by funds: $2.25B → $2.2B (-$42.5M)

8% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 108

Holders
287
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
99
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
Atria Wealth Solutions
New York
$5.32M +$5.43M +102,058 New
FF
52
Friedenthal Financial
New Jersey
$5.14M +$352K +6,618 +7%
AP
53
Appleton Partners
Massachusetts
$5.06M +$188K +3,525 +4%
TA
54
Tectonic Advisors
Texas
$4.37M +$782K +14,700 +21%
AWM
55
AE Wealth Management
Kansas
$4.22M +$239K +4,484 +6%
LB
56
Leo Brokerage
Texas
$4.17M +$4.26M +80,036 New
SC
57
Savant Capital
Illinois
$4.17M +$38.6K +726 +0.9%
GM
58
GeoWealth Management
Illinois
$4.07M +$389K +7,301 +10%
GA
59
Greenspring Advisors
Maryland
$3.99M +$3.71M +69,748 +1,027%
AFG
60
Allegheny Financial Group
Pennsylvania
$3.97M -$223K -4,191 -5%
CFGS
61
Concourse Financial Group Securities
Alabama
$3.94M -$475K -8,924 -11%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$3.9M +$49.8K +936 +1%
OAM
63
Occidental Asset Management
California
$3.85M -$11.4K -214 -0.3%
ACA
64
Ackerman Capital Advisors
Texas
$3.66M -$2.05M -38,481 -35%
MFG
65
Merit Financial Group
Georgia
$3.55M +$3.62M +68,114 New
PWM
66
Penobscot Wealth Management
Maine
$3.33M +$3.4M +63,853 New
SA
67
Shilanski & Associates
Alaska
$3.25M +$249K +4,670 +8%
CWP
68
Corepath Wealth Partners
Arizona
$3.24M -$1.04M -19,514 -24%
PFG
69
PAX Financial Group
Texas
$3.21M +$135K +2,531 +4%
BWG
70
Beta Wealth Group
California
$3.18M -$514K -9,658 -14%
TDWM
71
Topel & Distasi Wealth Management
California
$3.08M +$3.15M +59,135 New
BWA
72
Burt Wealth Advisors
Maryland
$2.99M +$2.12M +39,850 +228%
CA
73
Continuum Advisory
Idaho
$2.92M +$45.7K +859 +2%
MWM
74
McNaughton Wealth Management
California
$2.9M +$59.7K +1,122 +2%
AWA
75
Aletheian Wealth Advisors
Washington
$2.87M +$2.2M +41,381 +302%

IAGG Hedge Fund Activity: Q1 2022 in Review

287 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2022, worth a combined $2.2B — down 1.9% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 31 closed out — a net gain of 6 holders — while 99 added to existing stakes and 108 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $52.4M. The largest seller was Ameriprise, cutting an estimated $26.6M.

  • 287 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2022, up from 286 in Q4 2021.
  • Funds reported $2.2B of iShares Core International Aggregate Bond Fund stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2022 was Commonwealth Equity Services, an estimated $52.4M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2022 was Ameriprise, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2022.