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iShares Core International Aggregate Bond Fund

315 hedge funds and large institutions have $2.51B invested in iShares Core International Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

26% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 100

19% more capital invested

Capital invested by funds: $2.12B → $2.51B (+$395M)

10% more funds holding

Funds holding: 286315 (+29)

0.88% less ownership

Funds ownership: 63.32%62.44% (-0.88%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.06%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.35%
New
57
Increased
126
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
51
Exencial Wealth Advisors
Oklahoma
$6.83M +$5.1M +104,352 +266%
TWM
52
Trinity Wealth Management
Pennsylvania
$6.7M +$773K +15,833 +13%
ACA
53
Ackerman Capital Advisors
Texas
$5.99M +$1.17M +23,917 +23%
DL
54
DOHJ LLC
Washington
$5.9M +$1.06M +21,646 +21%
PP
55
PDS Planning
Ohio
$5.75M +$1.22M +24,935 +26%
PFA
56
Pure Financial Advisors
California
$5.65M +$880K +18,024 +18%
AWS
57
Atria Wealth Solutions
New York
$5.52M +$612K +12,528 +12%
OAM
58
Occidental Asset Management
California
$5.37M -$1.04M -21,398 -16%
SAM
59
Securian Asset Management
Minnesota
$4.98M -$159K -3,260 -3%
AP
60
Appleton Partners
Massachusetts
$4.83M +$27.7K +568 +0.6%
COCM
61
Charter Oak Capital Management
New Hampshire
$4.76M -$6.15M -125,981 -56%
CFB
62
Cullen/Frost Bankers
Texas
$4.74M +$2.21M +45,156 +83%
GA
63
Greenspring Advisors
Maryland
$4.59M -$222K -4,553 -5%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$4.44M +$638K +13,057 +16%
HR
65
Hardy Reed
Mississippi
$4.37M +$986K +20,192 +28%
GM
66
GeoWealth Management
Illinois
$4.14M +$120K +2,457 +3%
TA
67
Tectonic Advisors
Texas
$3.99M
APW
68
Acima Private Wealth
Virginia
$3.96M +$4.06M +83,185 New
FSC
69
Full Sail Capital
Oklahoma
$3.94M +$430K +8,813 +12%
EA
70
Eclectic Associates
California
$3.89M +$3.65M +74,717 +1,039%
SWG
71
Summit Wealth Group
Vermont
$3.8M +$3.9M +79,826 New
Janus Henderson Group
72
Janus Henderson Group
United Kingdom
$3.62M +$3.72M +76,155 New
CFGS
73
Concourse Financial Group Securities
Alabama
$3.3M -$17.6K -361 -0.5%
CWP
74
Corepath Wealth Partners
Arizona
$3.28M +$149K +3,047 +5%
Jane Street
75
Jane Street
New York
$3.27M -$6.74M -137,987 -67%

IAGG Hedge Fund Activity: Q4 2022 in Review

315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2022, worth a combined $2.51B — up 19% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IAGG positions and 24 closed out — a net gain of 33 holders — while 126 added to existing stakes and 100 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $184M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.9M.

  • 315 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2022, up from 286 in Q3 2022.
  • Funds reported $2.51B of iShares Core International Aggregate Bond Fund stock for Q4 2022, up 19% quarter-over-quarter.
  • 57 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2022 and 24 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2022 was Jones Financial Companies, an estimated $184M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2022.