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iShares Core International Aggregate Bond Fund

345 hedge funds and large institutions have $4.16B invested in iShares Core International Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 101

7% more funds holding

Funds holding: 322345 (+23)

6% more capital invested

Capital invested by funds: $3.91B → $4.16B (+$253M)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

1% less ownership

Funds ownership: 73.01%72.01% (-1%)

Holders
345
Holders Change
+23
Holders Change %
+7.14%
% of All Funds
4.97%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
45
Increased
151
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
76
LifePlan Investment Advisors
North Carolina
$4.33M +$225K +4,538 +6%
ZIMP
77
Zimmermann Investment Management & Planning
Pennsylvania
$4.3M +$391K +7,896 +10%
FSC
78
Full Sail Capital
Oklahoma
$4.23M -$6.98K -141 -0.2%
BWA
79
Burt Wealth Advisors
Maryland
$4.21M -$39.3K -793 -0.9%
LWL
80
Leo Wealth LLC
Texas
$4.2M +$361K +7,297 +10%
CAC
81
Certified Advisory Corp
Florida
$4.09M +$209K +4,219 +5%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$4.02M +$3.42M +69,114 +606%
CM
83
Columbus Macro
Pennsylvania
$3.99M +$494K +9,981 +14%
SWG
84
Summit Wealth Group
Vermont
$3.82M -$61.4K -1,240 -2%
CWM
85
Comprehensive Wealth Management
Washington
$3.69M +$1.03M +20,854 +39%
PA
86
Paragon Advisors
Texas
$3.62M -$1.13M -22,833 -24%
CA
87
Continuum Advisory
Idaho
$3.54M +$274K +5,530 +8%
HR
88
Hardy Reed
Mississippi
$3.41M -$139K -2,812 -4%
PS
89
Portfolio Strategies
New York
$3.41M +$3.38M +68,237 New
9WM
90
9258 Wealth Management
Ohio
$3.41M +$10.6K +214 +0.3%
AFG
91
Allegheny Financial Group
Pennsylvania
$3.36M +$70.8K +1,429 +2%
PS
92
Principal Securities
Iowa
$3.3M +$405K +8,168 +14%
DAS
93
Dynamic Advisor Solutions
Arizona
$3.19M +$217K +4,373 +7%
Mariner
94
Mariner
Kansas
$3.18M +$3.15M +63,612 New
RFP
95
RCS Financial Planning
Maryland
$3.13M +$3.1M +62,625 New
BSWA
96
Bromfield Sneider Wealth Advisors
Massachusetts
$3.06M +$341K +6,880 +13%
MWM
97
McNaughton Wealth Management
California
$2.85M +$90.3K +1,824 +3%
MOS
98
MGO One Seven
Ohio
$2.81M +$1.04M +21,013 +60%
FFM
99
Forum Financial Management
Illinois
$2.63M +$2.61M +52,619 New
JWM
100
JGP Wealth Management
Oregon
$2.6M +$389K +7,856 +18%

IAGG Hedge Fund Activity: Q1 2024 in Review

345 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2024, worth a combined $4.16B — up 6.5% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IAGG positions and 18 closed out — a net gain of 27 holders — while 151 added to existing stakes and 101 trimmed.

The largest buyer was BNP Paribas Asset Management, opening a new position worth an estimated $191M. The largest seller was Financial Gravity Asset Management, cutting an estimated $251M.

  • 345 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2024, up from 322 in Q4 2023.
  • Funds reported $4.16B of iShares Core International Aggregate Bond Fund stock for Q1 2024, up 6.5% quarter-over-quarter.
  • 45 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2024 and 18 closed out, a net change of +27 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2024 was BNP Paribas Asset Management, an estimated $191M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2024 was Financial Gravity Asset Management, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2024.