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iShares Core International Aggregate Bond Fund

322 hedge funds and large institutions have $3.91B invested in iShares Core International Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

55% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 93

33% more capital invested

Capital invested by funds: $2.93B → $3.91B (+$980M)

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

7% more funds holding

Funds holding: 300322 (+22)

6.32% more ownership

Funds ownership: 66.69%73.01% (+6.3%)

Holders
322
Holders Change
+22
Holders Change %
+7.33%
% of All Funds
4.69%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
55
Increased
144
Reduced
93
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
76
LifePlan Investment Advisors
North Carolina
$4.09M +$70.4K +1,424 +2%
ZIMP
77
Zimmermann Investment Management & Planning
Pennsylvania
$3.9M +$164K +3,322 +4%
CAC
78
Certified Advisory Corp
Florida
$3.87M -$1.88M -37,950 -33%
SWG
79
Summit Wealth Group
Vermont
$3.87M +$2.7M +54,629 +237%
LWL
80
Leo Wealth LLC
Texas
$3.82M +$3.79M +76,785 New
ACM
81
AlphaStar Capital Management
North Carolina
$3.8M +$1.69M +34,234 +81%
CWP
82
Corepath Wealth Partners
Arizona
$3.73M +$24.4K +493 +0.7%
AWM
83
AE Wealth Management
Kansas
$3.57M +$222K +4,494 +7%
HR
84
Hardy Reed
Mississippi
$3.54M -$650K -13,153 -16%
CM
85
Columbus Macro
Pennsylvania
$3.48M -$21K -425 -0.6%
9WM
86
9258 Wealth Management
Ohio
$3.39M +$165K +3,342 +5%
AFG
87
Allegheny Financial Group
Pennsylvania
$3.28M +$202K +4,082 +7%
CA
88
Continuum Advisory
Idaho
$3.26M +$449K +9,092 +16%
AF
89
Allworth Financial
California
$2.98M -$580K -11,733 -16%
DAS
90
Dynamic Advisor Solutions
Arizona
$2.94M +$487K +9,858 +20%
PS
91
Principal Securities
Iowa
$2.89M +$2.86M +57,983 New
MWM
92
McNaughton Wealth Management
California
$2.76M +$21.8K +442 +0.8%
BSWA
93
Bromfield Sneider Wealth Advisors
Massachusetts
$2.71M +$450K +9,098 +20%
CWM
94
Comprehensive Wealth Management
Washington
$2.64M +$1.25M +25,223 +91%
PFG
95
PAX Financial Group
Texas
$2.6M -$138K -2,801 -5%
Cambridge Investment Research Advisors
96
Cambridge Investment Research Advisors
Iowa
$2.56M -$2.36M -47,720 -48%
MML Investors Services
97
MML Investors Services
Massachusetts
$2.34M -$5.91M -119,698 -72%
CFGS
98
Concourse Financial Group Securities
Alabama
$2.27M -$170K -3,432 -7%
AWA
99
Aletheian Wealth Advisors
Washington
$2.24M +$603K +12,207 +37%
FA
100
FC Advisory
Pennsylvania
$2.23M -$12.2K -247 -0.5%

IAGG Hedge Fund Activity: Q4 2023 in Review

322 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2023, worth a combined $3.91B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IAGG positions and 30 closed out — a net gain of 25 holders — while 144 added to existing stakes and 93 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $570M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $66M sold.

  • 322 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2023, up from 300 in Q3 2023.
  • Funds reported $3.91B of iShares Core International Aggregate Bond Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 55 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2023 and 30 closed out, a net change of +25 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2023 was Financial Engines Advisors, an estimated $570M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2023 was SageView Advisory Group, an estimated $66M sold.

Based on aggregated 13F filings for Q4 2023.