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iShares Core International Aggregate Bond Fund

286 hedge funds and large institutions have $2.12B invested in iShares Core International Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

1.24% more ownership

Funds ownership: 62.09%63.32% (+1.2%)

1% less capital invested

Capital invested by funds: $2.14B → $2.12B (-$20.1M)

4% less funds holding

Funds holding: 299286 (-13)

23% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 120

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

Holders
286
Holders Change
-13
Holders Change %
-4.35%
% of All Funds
4.93%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.41%
New
21
Increased
93
Reduced
120
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
101
Oarsman Capital
Wisconsin
$1.53M -$50.2K -1,002 -3%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$1.52M +$1.03M +20,557 +190%
LIM
103
Leavell Investment Management
Alabama
$1.5M -$57.5K -1,147 -4%
ACG
104
Allen Capital Group
Nebraska
$1.49M -$143K -2,853 -8%
TLFA
105
True Link Financial Advisors
California
$1.45M +$57K +1,137 +4%
DWA
106
Divergent Wealth Advisors
Utah
$1.41M -$57K -1,137 -4%
PP
107
PrairieView Partners
Minnesota
$1.4M +$183K +3,653 +14%
Neuberger Berman Group
108
Neuberger Berman Group
New York
$1.36M
AA
109
Advisory Alpha
Michigan
$1.34M -$343K -6,843 -20%
HighTower Advisors
110
HighTower Advisors
Illinois
$1.32M -$65.1K -1,300 -5%
NCM
111
New Capital Management
Texas
$1.3M +$144K +2,867 +12%
JWM
112
JGP Wealth Management
Oregon
$1.29M +$31.5K +629 +2%
SRC
113
Sage Rhino Capital
California
$1.28M -$38.2K -762 -3%
PIFP
114
Partners in Financial Planning
Virginia
$1.19M +$144K +2,868 +14%
VT
115
Vise Technologies
New York
$1.17M -$139K -2,768 -10%
IP
116
Investment Partners
Ohio
$1.14M +$157K +3,132 +15%
KF
117
Krilogy Financial
Missouri
$1.14M +$1.18M +23,553 New
TC
118
TownSquare Capital
Utah
$1.14M
Creative Planning
119
Creative Planning
Kansas
$1.1M -$19.3K -385 -2%
OGF
120
Orin Green Financial
California
$1.08M +$175K +3,498 +18%
VA
121
Valmark Advisers
Ohio
$1.04M +$47.6K +950 +5%
SPC
122
Sigma Planning Corp
Michigan
$1.02M -$74K -1,476 -7%
HT
123
Heritage Trust
Oklahoma
$1.01M
PA
124
Paragon Advisors
Texas
$976K +$1.01M +20,191 New
WPC
125
Wedmont Private Capital
Pennsylvania
$973K +$166K +3,317 +20%

IAGG Hedge Fund Activity: Q3 2022 in Review

286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2022, worth a combined $2.12B — down 0.94% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IAGG and 21 opened new positions — a net loss of 11 holders — while 120 trimmed existing stakes and 93 added.

The largest buyer was Mather Group, opening a new position worth an estimated $69.6M. The largest seller was BlackRock, cutting an estimated $16.6M.

  • 286 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2022, down from 299 in Q2 2022.
  • Funds reported $2.12B of iShares Core International Aggregate Bond Fund stock for Q3 2022, down 0.94% quarter-over-quarter.
  • 21 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2022 and 32 closed out, a net change of -11 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2022 was Mather Group, an estimated $69.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2022 was BlackRock, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2022.