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iShares Core International Aggregate Bond Fund
IAGG

315 hedge funds and large institutions have $2.51B invested in iShares Core International Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

26% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 100

19% more capital invested

Capital invested by funds: $2.12B → $2.51B (+$395M)

10% more funds holding

Funds holding: 286 → 315 (+29)

0.88% less ownership

Funds ownership: 63.32% → 62.44% (-0.88%)

8% less funds holding in top 10

Funds holding in top 10: 24 → 22 (-2)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.06%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.35%
New
57
Increased
126
Reduced
100
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jones Financial Companies
Jones Financial Companies
Missouri
+$184M
2
BlackRock
BlackRock
New York
+$52.6M
3
Bank of America
Bank of America
North Carolina
+$38.3M
4
Morgan Stanley
Morgan Stanley
New York
+$22.6M
5
CAN
Cetera Advisor Networks
California
+$18.2M

Top Sellers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
-$10.9M
2
Jane Street
Jane Street
New York
-$6.74M
3
AF
Allworth Financial
California
-$6.31M
4
COCM
Charter Oak Capital Management
New Hampshire
-$6.15M
5
UCFA
United Capital Financial Advisors
Texas
-$3.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
76
Citadel Advisors
Florida
$3.2M +$571K +11,683 +21%
PWM
77
Penobscot Wealth Management
Maine
$3.18M +$167K +3,419 +5%
BWA
78
Burt Wealth Advisors
Maryland
$3.03M +$2.44M +50,005 +362%
GP
79
Girard Partners
Pennsylvania
$3.03M +$3.11M +63,729 New
AFG
80
Allegheny Financial Group
Pennsylvania
$3.01M -$61.5K -1,260 -2%
BFA
81
Brown Financial Advisory
Alabama
$2.93M +$372K +7,624 +14%
LSIA
82
LaSalle St. Investment Advisors
Illinois
$2.93M +$3.01M +61,547 New
AWM
83
AE Wealth Management
Kansas
$2.79M -$254K -5,202 -8%
PFG
84
PAX Financial Group
Texas
$2.73M -$174K -3,567 -6%
PA
85
Paragon Advisors
Texas
$2.69M +$1.77M +36,346 +180%
MWM
86
McNaughton Wealth Management
California
$2.67M +$15.3K +314 +0.6%
9WM
87
9258 Wealth Management
Ohio
$2.64M +$556K +11,383 +26%
LPAM
88
Lodestar Private Asset Management
California
$2.54M +$2.61M +53,376 New
CA
89
Continuum Advisory
Idaho
$2.53M -$297K -6,091 -10%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$2.45M +$2.36M +48,260 +1,491%
AWA
91
Aletheian Wealth Advisors
Washington
$2.43M +$292K +5,975 +13%
BWG
92
Beta Wealth Group
California
$2.32M -$31.9K -653 -1%
BBW
93
Blue Barn Wealth
Utah
$2.26M +$1.72M +35,190 +286%
WAS
94
Wealth Advisory Solutions
Indiana
$2.15M +$38.3K +785 +2%
FIM
95
Freedom Investment Management
Connecticut
$2.12M -$2.49M -50,887 -53%
CWM
96
Congress Wealth Management
Massachusetts
$2.09M +$503K +10,308 +31%
BF
97
Brooklyn FI
New York
$2.09M -$1.71M -35,019 -90%
FA
98
FC Advisory
Pennsylvania
$2.09M +$308K +6,299 +17%
GWM
99
Grand Wealth Management
Michigan
$2.08M +$334K +6,844 +18%
FF
100
Friedenthal Financial
New Jersey
$2.08M -$79.7K -1,633 -4%
2 3
4
5 6

IAGG Hedge Fund Activity: Q4 2022 in Review

315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2022, worth a combined $2.51B — up 19% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IAGG positions and 24 closed out — a net gain of 33 holders — while 126 added to existing stakes and 100 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $184M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.9M.

  • 315 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2022, up from 286 in Q3 2022.
  • Funds reported $2.51B of iShares Core International Aggregate Bond Fund stock for Q4 2022, up 19% quarter-over-quarter.
  • 57 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2022 and 24 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2022 was Jones Financial Companies, an estimated $184M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2022.