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iShares Core International Aggregate Bond Fund
IAGG

322 hedge funds and large institutions have $3.91B invested in iShares Core International Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

55% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 93

33% more capital invested

Capital invested by funds: $2.93B → $3.91B (+$980M)

17% more funds holding in top 10

Funds holding in top 10: 23 → 27 (+4)

7% more funds holding

Funds holding: 300 → 322 (+22)

6.32% more ownership

Funds ownership: 66.69% → 73.01% (+6.3%)

Holders
322
Holders Change
+22
Holders Change %
+7.33%
% of All Funds
4.69%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
55
Increased
144
Reduced
93
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$570M
2
BlackRock
BlackRock
New York
+$118M
3
SC
Syon Capital
California
+$59.7M
4
Bank of America
Bank of America
North Carolina
+$28.3M
5
Morgan Stanley
Morgan Stanley
New York
+$26M

Top Sellers

Rank Fund Capital Flow
1
SAG
SageView Advisory Group
California
-$66M
2
Jane Street
Jane Street
New York
-$22.8M
3
AF
Advisornet Financial
Minnesota
-$17.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$12.8M
5
MMI
Matson Money Inc
Ohio
-$11.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
51
Creative Financial Designs
Indiana
$7.8M +$7.52M +152,260 +3,516%
PP
52
PDS Planning
Ohio
$7.67M +$2.22M +44,995 +41%
BW
53
BIP Wealth
Georgia
$7.63M +$121K +2,441 +2%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$7.61M +$6.67M +135,004 +762%
CFA
55
Capstone Financial Advisors
Illinois
$7.57M -$2.26M -45,651 -23%
PWM
56
Penobscot Wealth Management
Maine
$7.53M +$201K +4,064 +3%
APW
57
Acima Private Wealth
Virginia
$7.34M +$7.29M +147,464 New
OAM
58
Occidental Asset Management
California
$7.34M +$465K +9,420 +7%
EWA
59
Exencial Wealth Advisors
Oklahoma
$7.06M -$36.2K -733 -0.5%
AWM
60
Apollon Wealth Management
South Carolina
$7.01M +$2.64M +53,437 +61%
AP
61
Aspect Partners
Virginia
$6.87M +$6.81M +137,872 New
SA
62
Strategic Advocates
Utah
$6.39M +$4.54M +91,930 +253%
SAM
63
Securian Asset Management
Minnesota
$5.93M +$336K +6,800 +6%
AP
64
Appleton Partners
Massachusetts
$5.55M +$73.5K +1,487 +1%
TA
65
Tectonic Advisors
Texas
$5.4M – – –
GWM
66
Grand Wealth Management
Michigan
$5.36M +$1.74M +35,221 +49%
ACA
67
Ackerman Capital Advisors
Texas
$5.34M +$5.3M +107,216 New
GM
68
GeoWealth Management
Illinois
$5.21M -$26.2K -530 -0.5%
PFA
69
Pure Financial Advisors
California
$5.15M -$227K -4,599 -4%
BF
70
Brooklyn FI
New York
$5.11M +$2.83M +57,328 +126%
LPAM
71
Lodestar Private Asset Management
California
$5.11M +$778K +15,743 +18%
RF
72
Robinswood Financial
Washington
$4.91M +$161K +3,262 +3%
PA
73
Paragon Advisors
Texas
$4.74M +$494K +10,003 +12%
BWA
74
Burt Wealth Advisors
Maryland
$4.24M -$731K -14,786 -15%
FSC
75
Full Sail Capital
Oklahoma
$4.22M +$144K +2,912 +4%
1 2
3
4 5

IAGG Hedge Fund Activity: Q4 2023 in Review

322 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2023, worth a combined $3.91B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IAGG positions and 30 closed out — a net gain of 25 holders — while 144 added to existing stakes and 93 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $570M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $66M sold.

  • 322 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2023, up from 300 in Q3 2023.
  • Funds reported $3.91B of iShares Core International Aggregate Bond Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 55 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2023 and 30 closed out, a net change of +25 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2023 was Financial Engines Advisors, an estimated $570M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2023 was SageView Advisory Group, an estimated $66M sold.

Based on aggregated 13F filings for Q4 2023.