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iShares Core International Aggregate Bond Fund

295 hedge funds and large institutions have $2.6B invested in iShares Core International Aggregate Bond Fund in 2023 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 98

4.98% more ownership

Funds ownership: 62.44%67.42% (+5%)

4% more capital invested

Capital invested by funds: $2.51B → $2.6B (+$91.1M)

0% more funds holding in top 10

Funds holding in top 10: 2222 (0)

6% less funds holding

Funds holding: 315295 (-20)

29% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 42

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $10K

Holders
295
Holders Change
-20
Holders Change %
-6.35%
% of All Funds
4.7%
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
30
Increased
126
Reduced
98
Closed
42
Calls
Puts
$10K
Net Calls
-$10K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
76
Allegheny Financial Group
Pennsylvania
$3.06M -$32.4K -669 -1%
ACM
77
AlphaStar Capital Management
North Carolina
$2.92M +$2.21M +45,594 +324%
9WM
78
9258 Wealth Management
Ohio
$2.88M +$167K +3,446 +6%
CA
79
Continuum Advisory
Idaho
$2.82M +$216K +4,452 +8%
BFA
80
Brown Financial Advisory
Alabama
$2.81M -$202K -4,167 -7%
LPAM
81
Lodestar Private Asset Management
California
$2.72M +$102K +2,094 +4%
PFG
82
PAX Financial Group
Texas
$2.71M -$93.7K -1,933 -3%
MWM
83
McNaughton Wealth Management
California
$2.71M -$45.2K -932 -2%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$2.7M +$2.16M +44,494 +416%
PA
85
Paragon Advisors
Texas
$2.53M -$238K -4,908 -9%
BBW
86
Blue Barn Wealth
Utah
$2.48M +$153K +3,165 +7%
WAS
87
Wealth Advisory Solutions
Indiana
$2.33M +$120K +2,470 +5%
SRC
88
Sage Rhino Capital
California
$2.24M +$295K +6,076 +15%
CWM
89
Congress Wealth Management
Massachusetts
$2.18M +$18.9K +390 +0.9%
FF
90
Friedenthal Financial
New Jersey
$2.17M +$36.8K +759 +2%
FA
91
FC Advisory
Pennsylvania
$2.15M +$1.6K +33 +0.1%
FIM
92
Freedom Investment Management
Connecticut
$2.15M -$31.9K -657 -1%
OIA
93
OneDigital Investment Advisors
Kansas
$2.03M +$34.9K +720 +2%
FF
94
Fluent Financial
Texas
$2.02M +$9.31K +192 +0.5%
PIFP
95
Partners in Financial Planning
Virginia
$1.98M -$65.7K -1,355 -3%
EFS
96
Econ Financial Services
Pennsylvania
$1.96M +$1.94M +39,984 New
AWS
97
Atria Wealth Solutions
New York
$1.82M -$3.82M -78,813 -68%
TDWM
98
Topel & Distasi Wealth Management
California
$1.8M
HSG
99
Helen Stephens Group
Texas
$1.8M -$226K -4,657 -11%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$1.79M -$5.23M -107,871 -75%

IAGG Hedge Fund Activity: Q1 2023 in Review

295 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2023, worth a combined $2.6B — up 3.6% from $2.51B a quarter earlier.

Sellers outnumbered buyers: 42 funds closed out of IAGG and 30 opened new positions — a net loss of 12 holders — while 98 trimmed existing stakes and 126 added.

The largest buyer was JP Morgan Chase, adding an estimated $134M. The largest seller was BlackRock, cutting an estimated $139M.

  • 295 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2023, down from 315 in Q4 2022.
  • Funds reported $2.6B of iShares Core International Aggregate Bond Fund stock for Q1 2023, up 3.6% quarter-over-quarter.
  • 30 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2023 and 42 closed out, a net change of -12 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2023 was JP Morgan Chase, an estimated $134M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2023 was BlackRock, an estimated $139M sold.

Based on aggregated 13F filings for Q1 2023.