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iShares Core International Aggregate Bond Fund

312 hedge funds and large institutions have $2.73B invested in iShares Core International Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 101

6% more funds holding

Funds holding: 295312 (+17)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

5% more capital invested

Capital invested by funds: $2.6B → $2.73B (+$124M)

6.86% less ownership

Funds ownership: 67.42%60.57% (-6.9%)

Holders
312
Holders Change
+17
Holders Change %
+5.76%
% of All Funds
4.9%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
41
Increased
123
Reduced
101
Closed
20
Calls
$261K
Puts
Net Calls
+$261K
Net Calls Change
+$271K
Name Holding Trade Value Shares
Change
Change in
Stake
BW
51
BIP Wealth
Georgia
$7.35M +$1.03M +21,041 +16%
PWM
52
Penobscot Wealth Management
Maine
$7.22M -$2.15M -43,849 -23%
LB
53
Leo Brokerage
Texas
$7.13M +$755K +15,404 +12%
EWA
54
Exencial Wealth Advisors
Oklahoma
$7.11M -$193K -3,935 -3%
OAM
55
Occidental Asset Management
California
$6.76M -$146K -2,981 -2%
DL
56
DOHJ LLC
Washington
$6.65M +$45.4K +926 +0.7%
AF
57
Allworth Financial
California
$6.12M -$2.21M -45,088 -27%
BWM
58
Boyd Wealth Management
California
$6.06M +$6.03M +122,969 New
PFA
59
Pure Financial Advisors
California
$5.39M -$246K -5,009 -4%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$5.37M +$735K +14,986 +16%
SAM
61
Securian Asset Management
Minnesota
$5.32M
PP
62
PDS Planning
Ohio
$5.3M -$352K -7,186 -6%
AP
63
Appleton Partners
Massachusetts
$5.17M +$68.1K +1,389 +1%
GM
64
GeoWealth Management
Illinois
$5.12M +$433K +8,835 +9%
TA
65
Tectonic Advisors
Texas
$4.95M
RF
66
Robinswood Financial
Washington
$4.5M +$4.48M +91,304 New
CFB
67
Cullen/Frost Bankers
Texas
$4.15M +$98.8K +2,016 +2%
FSC
68
Full Sail Capital
Oklahoma
$4.03M -$72.9K -1,487 -2%
LIA
69
LifePlan Investment Advisors
North Carolina
$4M +$3.98M +81,167 New
HR
70
Hardy Reed
Mississippi
$3.77M -$342K -6,976 -8%
CWP
71
Corepath Wealth Partners
Arizona
$3.61M +$220K +4,484 +7%
BF
72
Brooklyn FI
New York
$3.51M +$3.49M +71,143 New
PA
73
Paragon Advisors
Texas
$3.4M +$853K +17,389 +34%
AWM
74
AE Wealth Management
Kansas
$3.33M +$137K +2,789 +4%
LSIA
75
LaSalle St. Investment Advisors
Illinois
$3.32M -$188K -3,835 -5%

IAGG Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2023, worth a combined $2.73B — up 4.7% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IAGG positions and 20 closed out — a net gain of 21 holders — while 123 added to existing stakes and 101 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $53.9M. The largest seller was Jane Street, cutting an estimated $64.1M.

  • 312 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2023, up from 295 in Q1 2023.
  • Funds reported $2.73B of iShares Core International Aggregate Bond Fund stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 41 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2023 and 20 closed out, a net change of +21 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2023 was JP Morgan Chase, an estimated $53.9M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2023 was Jane Street, an estimated $64.1M sold.

Based on aggregated 13F filings for Q2 2023.