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iShares Core International Aggregate Bond Fund
IAGG

286 hedge funds and large institutions have $2.12B invested in iShares Core International Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 23 → 24 (+1)

1.24% more ownership

Funds ownership: 62.09% → 63.32% (+1.2%)

1% less capital invested

Capital invested by funds: $2.14B → $2.12B (-$20.1M)

4% less funds holding

Funds holding: 299 → 286 (-13)

23% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 120

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

Holders
286
Holders Change
-13
Holders Change %
-4.35%
% of All Funds
4.93%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.41%
New
21
Increased
93
Reduced
120
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
+$69.6M
2
CWM
Cahaba Wealth Management
Georgia
+$18.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$11.3M
4
PFM
Parsec Financial Management
North Carolina
+$6.98M
5
Bank of America
Bank of America
North Carolina
+$5.54M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$16.6M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.27M
3
MMI
Matson Money Inc
Ohio
-$6.42M
4
Jane Street
Jane Street
New York
-$5.88M
5
FGAM
Financial Gravity Asset Management
Texas
-$5.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$2.69M -$971K -19,381 -26%
CFB
77
Cullen/Frost Bankers
Texas
$2.64M -$2.94M -58,701 -52%
BFA
78
Brown Financial Advisory
Alabama
$2.6M -$1.45M -28,963 -35%
BWG
79
Beta Wealth Group
California
$2.39M -$212K -4,223 -8%
Betterment LLC
80
Betterment LLC
New York
$2.2M – – –
FF
81
Friedenthal Financial
New Jersey
$2.19M -$15.4K -308 -0.7%
AWA
82
Aletheian Wealth Advisors
Washington
$2.18M +$205K +4,089 +10%
BIP
83
Blueprint Investment Partners
North Carolina
$2.16M +$770K +15,376 +52%
WAS
84
Wealth Advisory Solutions
Indiana
$2.15M +$682K +13,613 +44%
9WM
85
9258 Wealth Management
Ohio
$2.13M +$520K +10,371 +31%
CM
86
Columbus Macro
Pennsylvania
$1.98M +$2.05M +40,914 New
TAIM
87
TD Ameritrade Investment Management
Nebraska
$1.95M +$224K +4,477 +12%
FF
88
Fluent Financial
Texas
$1.94M +$78K +1,556 +4%
EWA
89
Exencial Wealth Advisors
Oklahoma
$1.89M +$1.13M +22,645 +137%
BF
90
Brooklyn FI
New York
$1.88M +$1.88M +37,602 +2,987%
FA
91
FC Advisory
Pennsylvania
$1.82M +$343K +6,836 +22%
TDWM
92
Topel & Distasi Wealth Management
California
$1.8M – – –
GWM
93
Grand Wealth Management
Michigan
$1.79M +$1.28M +25,643 +226%
AC
94
Apella Capital
Connecticut
$1.77M +$822K +16,410 +81%
OIA
95
OneDigital Investment Advisors
Kansas
$1.72M -$82K -1,636 -4%
CA
96
CGN Advisors
Kansas
$1.67M +$170K +3,388 +11%
CWM
97
Congress Wealth Management
Massachusetts
$1.63M +$52.6K +1,049 +3%
BMD
98
Better Money Decisions
New Mexico
$1.63M +$19K +379 +1%
JJBC
99
James J. Burns & Company
New York
$1.58M +$1.64M +32,798 New
PP
100
Prosperity Planning
Missouri
$1.57M – – –
2 3
4
5 6

IAGG Hedge Fund Activity: Q3 2022 in Review

286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2022, worth a combined $2.12B — down 0.94% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IAGG and 21 opened new positions — a net loss of 11 holders — while 120 trimmed existing stakes and 93 added.

The largest buyer was Mather Group, opening a new position worth an estimated $69.6M. The largest seller was BlackRock, cutting an estimated $16.6M.

  • 286 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2022, down from 299 in Q2 2022.
  • Funds reported $2.12B of iShares Core International Aggregate Bond Fund stock for Q3 2022, down 0.94% quarter-over-quarter.
  • 21 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2022 and 32 closed out, a net change of -11 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2022 was Mather Group, an estimated $69.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2022 was BlackRock, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2022.