We are live on ! Find out more
IAGG icon

iShares Core International Aggregate Bond Fund

312 hedge funds and large institutions have $2.73B invested in iShares Core International Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 101

6% more funds holding

Funds holding: 295312 (+17)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

5% more capital invested

Capital invested by funds: $2.6B → $2.73B (+$124M)

6.86% less ownership

Funds ownership: 67.42%60.57% (-6.9%)

Holders
312
Holders Change
+17
Holders Change %
+5.76%
% of All Funds
4.9%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
41
Increased
123
Reduced
101
Closed
20
Calls
$261K
Puts
Net Calls
+$261K
Net Calls Change
+$271K
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Brown Financial Advisory
Alabama
$3.25M +$417K +8,512 +15%
9WM
77
9258 Wealth Management
Ohio
$3.23M +$326K +6,656 +11%
COCM
78
Charter Oak Capital Management
New Hampshire
$3.16M -$831K -16,950 -21%
CM
79
Columbus Macro
Pennsylvania
$3.05M +$1.49M +30,463 +97%
GWM
80
Grand Wealth Management
Michigan
$2.91M -$231K -4,719 -7%
CA
81
Continuum Advisory
Idaho
$2.81M -$26.2K -535 -0.9%
LPAM
82
Lodestar Private Asset Management
California
$2.78M +$48.3K +986 +2%
PFG
83
PAX Financial Group
Texas
$2.77M +$41.4K +844 +2%
MWM
84
McNaughton Wealth Management
California
$2.7M -$25.9K -529 -1%
BBWP
85
Beacon Bridge Wealth Partners
Pennsylvania
$2.64M +$2.62M +53,485 New
CFGS
86
Concourse Financial Group Securities
Alabama
$2.43M -$861K -17,569 -26%
AFG
87
Allegheny Financial Group
Pennsylvania
$2.42M -$664K -13,534 -22%
DAS
88
Dynamic Advisor Solutions
Arizona
$2.38M +$1.46M +29,777 +160%
WAS
89
Wealth Advisory Solutions
Indiana
$2.31M -$36.7K -749 -2%
FF
90
Friedenthal Financial
New Jersey
$2.22M +$30.5K +623 +1%
BMD
91
Better Money Decisions
New Mexico
$2.19M +$528K +10,778 +32%
CWM
92
Congress Wealth Management
Massachusetts
$2.18M -$14.2K -289 -0.7%
FA
93
FC Advisory
Pennsylvania
$2.17M +$4.22K +86 +0.2%
FF
94
Fluent Financial
Texas
$2.1M +$71.4K +1,457 +4%
SRC
95
Sage Rhino Capital
California
$2.1M -$158K -3,223 -7%
FIM
96
Freedom Investment Management
Connecticut
$2.06M -$106K -2,159 -5%
BBW
97
Blue Barn Wealth
Utah
$2.04M -$453K -9,244 -18%
EFS
98
Econ Financial Services
Pennsylvania
$2.03M +$55.8K +1,139 +3%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$1.94M +$732K +14,929 +61%
PIFP
100
Partners in Financial Planning
Virginia
$1.94M -$57.2K -1,167 -3%

IAGG Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2023, worth a combined $2.73B — up 4.7% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IAGG positions and 20 closed out — a net gain of 21 holders — while 123 added to existing stakes and 101 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $53.9M. The largest seller was Jane Street, cutting an estimated $64.1M.

  • 312 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2023, up from 295 in Q1 2023.
  • Funds reported $2.73B of iShares Core International Aggregate Bond Fund stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 41 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2023 and 20 closed out, a net change of +21 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2023 was JP Morgan Chase, an estimated $53.9M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2023 was Jane Street, an estimated $64.1M sold.

Based on aggregated 13F filings for Q2 2023.