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iShares Core International Aggregate Bond Fund

286 hedge funds and large institutions have $2.12B invested in iShares Core International Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

1.24% more ownership

Funds ownership: 62.09%63.32% (+1.2%)

1% less capital invested

Capital invested by funds: $2.14B → $2.12B (-$20.1M)

4% less funds holding

Funds holding: 299286 (-13)

23% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 120

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

Holders
286
Holders Change
-13
Holders Change %
-4.35%
% of All Funds
4.93%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.41%
New
21
Increased
93
Reduced
120
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Trinity Wealth Management
Pennsylvania
$6.05M -$137K -2,729 -2%
SAM
52
Securian Asset Management
Minnesota
$5.22M +$356K +7,096 +7%
AWS
53
Atria Wealth Solutions
New York
$5M -$20.8K -415 -0.4%
DL
54
DOHJ LLC
Washington
$4.95M -$1.64M -32,695 -24%
ACA
55
Ackerman Capital Advisors
Texas
$4.93M +$1.63M +32,472 +47%
GA
56
Greenspring Advisors
Maryland
$4.89M -$59.5K -1,187 -1%
AP
57
Appleton Partners
Massachusetts
$4.88M +$121K +2,408 +2%
PFA
58
Pure Financial Advisors
California
$4.87M -$395K -7,888 -7%
PP
59
PDS Planning
Ohio
$4.64M -$2.42M -48,227 -33%
FIM
60
Freedom Investment Management
Connecticut
$4.61M -$243K -4,846 -5%
GM
61
GeoWealth Management
Illinois
$4.09M +$215K +4,283 +5%
TA
62
Tectonic Advisors
Texas
$4.05M
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$3.88M +$12.5K +249 +0.3%
TC
64
Tenret Company
Florida
$3.86M +$3.15M +62,950 +370%
FSC
65
Full Sail Capital
Oklahoma
$3.58M -$40K -798 -1%
HR
66
Hardy Reed
Mississippi
$3.47M +$283K +5,652 +9%
HSG
67
Helen Stephens Group
Texas
$3.44M +$2.17M +43,265 +155%
CFGS
68
Concourse Financial Group Securities
Alabama
$3.37M -$232K -4,636 -6%
CWP
69
Corepath Wealth Partners
Arizona
$3.13M +$71.1K +1,419 +2%
AFG
70
Allegheny Financial Group
Pennsylvania
$3.12M -$235K -4,693 -7%
AWM
71
AE Wealth Management
Kansas
$3.09M -$456K -9,100 -12%
PWM
72
Penobscot Wealth Management
Maine
$3.07M -$70.5K -1,406 -2%
PFG
73
PAX Financial Group
Texas
$2.94M -$106K -2,113 -3%
CA
74
Continuum Advisory
Idaho
$2.86M +$51.1K +1,020 +2%
MWM
75
McNaughton Wealth Management
California
$2.7M -$902 -18 -0%

IAGG Hedge Fund Activity: Q3 2022 in Review

286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2022, worth a combined $2.12B — down 0.94% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IAGG and 21 opened new positions — a net loss of 11 holders — while 120 trimmed existing stakes and 93 added.

The largest buyer was Mather Group, opening a new position worth an estimated $69.6M. The largest seller was BlackRock, cutting an estimated $16.6M.

  • 286 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2022, down from 299 in Q2 2022.
  • Funds reported $2.12B of iShares Core International Aggregate Bond Fund stock for Q3 2022, down 0.94% quarter-over-quarter.
  • 21 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2022 and 32 closed out, a net change of -11 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2022 was Mather Group, an estimated $69.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2022 was BlackRock, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2022.