We are live on ! Find out more
IAGG icon

iShares Core International Aggregate Bond Fund

299 hedge funds and large institutions have $2.14B invested in iShares Core International Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 117 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 287299 (+12)

1.07% more ownership

Funds ownership: 61.02%62.09% (+1.1%)

3% less capital invested

Capital invested by funds: $2.2B → $2.14B (-$65.7M)

18% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 117

Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
5.04%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.39%
New
37
Increased
96
Reduced
117
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
76
PAX Financial Group
Texas
$3.14M +$70.7K +1,396 +2%
CA
77
Continuum Advisory
Idaho
$2.9M +$40K +791 +1%
MWM
78
McNaughton Wealth Management
California
$2.79M +$16.3K +322 +0.6%
BWG
79
Beta Wealth Group
California
$2.67M -$375K -7,418 -12%
FF
80
Friedenthal Financial
New Jersey
$2.27M -$2.68M -53,028 -54%
Betterment LLC
81
Betterment LLC
New York
$2.2M -$367K -7,242 -14%
AWA
82
Aletheian Wealth Advisors
Washington
$2.05M -$708K -13,985 -25%
FF
83
Fluent Financial
Texas
$1.92M -$169K -3,346 -8%
JCM
84
J2 Capital Management
Michigan
$1.85M -$686K -13,546 -27%
OIA
85
OneDigital Investment Advisors
Kansas
$1.85M -$60.3K -1,191 -3%
TDWM
86
Topel & Distasi Wealth Management
California
$1.83M -$1.13M -22,328 -38%
TAIM
87
TD Ameritrade Investment Management
Nebraska
$1.79M -$761K -15,028 -29%
Truist Financial
88
Truist Financial
North Carolina
$1.79M -$378K -7,473 -17%
AA
89
Advisory Alpha
Michigan
$1.72M -$101 -2 -0%
ACG
90
Allen Capital Group
Nebraska
$1.68M -$195K -3,843 -10%
9WM
91
9258 Wealth Management
Ohio
$1.68M +$768K +15,177 +82%
BMD
92
Better Money Decisions
New Mexico
$1.66M +$75.2K +1,485 +5%
SWM
93
Spire Wealth Management
Virginia
$1.63M +$448K +8,859 +37%
CWM
94
Congress Wealth Management
Massachusetts
$1.63M +$10.7K +212 +0.7%
OC
95
Oarsman Capital
Wisconsin
$1.62M +$11.7K +231 +0.7%
LIM
96
Leavell Investment Management
Alabama
$1.6M
CA
97
CGN Advisors
Kansas
$1.56M -$1.05M -20,684 -40%
WAS
98
Wealth Advisory Solutions
Indiana
$1.53M +$987K +19,490 +173%
FA
99
FC Advisory
Pennsylvania
$1.53M +$1.56M +30,778 New
DWA
100
Divergent Wealth Advisors
Utah
$1.51M -$13.6M -269,166 -90%

IAGG Hedge Fund Activity: Q2 2022 in Review

299 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2022, worth a combined $2.14B — down 3% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 24 closed out — a net gain of 13 holders — while 96 added to existing stakes and 117 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $23.5M. The largest seller was Bank of America, cutting an estimated $21.8M.

  • 299 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2022, up from 287 in Q1 2022.
  • Funds reported $2.14B of iShares Core International Aggregate Bond Fund stock for Q2 2022, down 3% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2022 and 24 closed out, a net change of +13 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2022 was Osaic Holdings, an estimated $23.5M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2022 was Bank of America, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.