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iShares Core International Aggregate Bond Fund

286 hedge funds and large institutions have $2.25B invested in iShares Core International Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

39% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 84

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

10% more funds holding

Funds holding: 260286 (+26)

2.25% more ownership

Funds ownership: 57.17%59.41% (+2.2%)

1% more capital invested

Capital invested by funds: $2.23B → $2.25B (+$15.7M)

Holders
286
Holders Change
+26
Holders Change %
+10%
% of All Funds
4.4%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
49
Increased
117
Reduced
84
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$1.38M -$7.6K -138 -0.5%
SWM
102
Spire Wealth Management
Virginia
$1.38M +$1.21K +22 +0.1%
VA
103
Valmark Advisers
Ohio
$1.32M -$65.9K -1,197 -5%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$1.31M +$1.05M +18,979 +377%
JWM
105
JGP Wealth Management
Oregon
$1.28M +$246K +4,463 +23%
TC
106
TownSquare Capital
Utah
$1.28M
SFS
107
Sowell Financial Services
Arkansas
$1.27M +$15.1K +275 +1%
Qube Research & Technologies (QRT)
108
Qube Research & Technologies (QRT)
United Kingdom
$1.26M -$12.1M -220,153 -91%
CST
109
Charles Schwab Trust
Nevada
$1.22M -$124K -2,258 -9%
EL
110
EQ LLC
Washington
$1.22M +$1.23M +22,395 New
NCM
111
New Capital Management
Texas
$1.2M +$55.3K +1,005 +5%
SWP
112
Stratos Wealth Partners
Ohio
$1.16M -$13.2K -239 -1%
SPC
113
Sigma Planning Corp
Michigan
$1.15M -$9.36K -170 -0.8%
Goldman Sachs
114
Goldman Sachs
New York
$1.11M -$40.8K -741 -4%
9WM
115
9258 Wealth Management
Ohio
$1.05M +$80K +1,452 +8%
IFAM
116
Institutional & Family Asset Management
Colorado
$1.03M +$3.14K +57 +0.3%
DAS
117
Dynamic Advisor Solutions
Arizona
$1.02M -$837K -15,198 -45%
WIP
118
WealthCare Investment Partners
Rhode Island
$1.01M +$1.02M +18,466 New
JWCA
119
J.W. Cole Advisors
Florida
$988K +$998K +18,125 New
BWM
120
Boyd Wealth Management
California
$966K +$975K +17,711 New
RJFSA
121
Raymond James Financial Services Advisors
Florida
$962K -$12.5M -227,515 -93%
SWA
122
Stratos Wealth Advisors
Ohio
$962K +$169K +3,065 +21%
BWA
123
Burt Wealth Advisors
Maryland
$954K -$4.69M -85,086 -83%
OGF
124
Orin Green Financial
California
$943K +$79.2K +1,438 +9%
CWM
125
Cornerstone Wealth Management
Missouri
$902K -$59.5K -1,080 -6%

IAGG Hedge Fund Activity: Q4 2021 in Review

286 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2021, worth a combined $2.25B — up 0.71% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IAGG positions and 19 closed out — a net gain of 30 holders — while 117 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $60.2M. The largest seller was Jane Street, exiting entirely with an estimated $52.9M sold.

  • 286 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $2.25B of iShares Core International Aggregate Bond Fund stock for Q4 2021, up 0.71% quarter-over-quarter.
  • 49 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2021 and 19 closed out, a net change of +30 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2021 was BlackRock, an estimated $60.2M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2021 was Jane Street, an estimated $52.9M sold.

Based on aggregated 13F filings for Q4 2021.