We are live on ! Find out more
IAGG icon

iShares Core International Aggregate Bond Fund

380 hedge funds and large institutions have $5.08B invested in iShares Core International Aggregate Bond Fund in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 164 increasing their positions, 130 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 130

5% less capital invested

Capital invested by funds: $5.33B → $5.08B (-$251M)

5% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 38

2% less funds holding

Funds holding: 388380 (-8)

4.24% less ownership

Funds ownership: 77.99%73.75% (-4.2%)

18% less funds holding in top 10

Funds holding in top 10: 2823 (-5)

32% less call options, than puts

Call options by funds: $310K | Put options by funds: $455K

Holders
380
Holders Change
-8
Holders Change %
-2.06%
% of All Funds
5.1%
Holding in Top 10
23
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-17.86%
% of All Funds
0.31%
New
36
Increased
164
Reduced
130
Closed
38
Calls
$310K
Puts
$455K
Net Calls
-$145K
Net Calls Change
-$145K
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
51
Octavia Wealth Advisors
Ohio
$10.7M -$7.28M -145,655 -41%
Corient Private Wealth
52
Corient Private Wealth
Florida
$10.3M +$9.79M +195,845 +2,126%
OAM
53
Occidental Asset Management
California
$9.86M +$213K +4,271 +2%
PP
54
PDS Planning
Ohio
$9.85M +$2.33M +46,688 +31%
Morgan Stanley
55
Morgan Stanley
New York
$9.81M -$7.04M -140,779 -42%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$9.22M -$1.48M -29,677 -14%
BW
57
BIP Wealth
Georgia
$8.62M +$274K +5,474 +3%
AP
58
Aspect Partners
Virginia
$8.39M +$817K +16,349 +11%
Osaic Holdings
59
Osaic Holdings
Arizona
$8.26M -$30.8M -616,257 -79%
TA
60
Tectonic Advisors
Texas
$8.16M +$2.49M +49,900 +44%
FPCG
61
Forum Private Client Group
Indiana
$7.75M -$1.16M -23,276 -13%
UCFA
62
United Capital Financial Advisors
Texas
$7.63M +$54K +1,081 +0.7%
AFG
63
Arkansas Financial Group
Arkansas
$7.4M -$938K -18,764 -11%
MWM
64
Modern Wealth Management
Kansas
$7.1M -$2.55M -50,952 -26%
FIM
65
Freedom Investment Management
Connecticut
$6.76M -$405K -8,106 -6%
KA
66
Kooman & Associates
Pennsylvania
$6.73M -$4.06M -81,244 -38%
SAM
67
Securian Asset Management
Minnesota
$6.66M
IA
68
IFP Advisors
Florida
$6.63M +$4.41M +88,253 +199%
CFA
69
Capstone Financial Advisors
Illinois
$6.53M -$457K -9,140 -7%
AP
70
Appleton Partners
Massachusetts
$6.15M +$334K +6,688 +6%
RF
71
Robinswood Financial
Washington
$6.03M +$271K +5,431 +5%
BF
72
Brooklyn FI
New York
$5.94M +$453K +9,068 +8%
LPAM
73
Lodestar Private Asset Management
California
$5.93M +$509K +10,183 +9%
DAS
74
Dynamic Advisor Solutions
Arizona
$5.74M +$646K +12,925 +13%
EWA
75
Exencial Wealth Advisors
Oklahoma
$5.59M -$93.6K -1,873 -2%

IAGG Hedge Fund Activity: Q1 2025 in Review

380 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2025, worth a combined $5.08B — down 4.7% from $5.33B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IAGG and 36 opened new positions — a net loss of 2 holders — while 130 trimmed existing stakes and 164 added.

The largest buyer was WealthNavi Inc, adding an estimated $42.6M. The largest seller was Jones Financial Companies, cutting an estimated $204M.

  • 380 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2025, down from 388 in Q4 2024.
  • Funds reported $5.08B of iShares Core International Aggregate Bond Fund stock for Q1 2025, down 4.7% quarter-over-quarter.
  • 36 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2025 and 38 closed out, a net change of -2 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2025 was WealthNavi Inc, an estimated $42.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2025 was Jones Financial Companies, an estimated $204M sold.

Based on aggregated 13F filings for Q1 2025.