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iShares Core International Aggregate Bond Fund

315 hedge funds and large institutions have $2.51B invested in iShares Core International Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

26% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 100

19% more capital invested

Capital invested by funds: $2.12B → $2.51B (+$395M)

10% more funds holding

Funds holding: 286315 (+29)

0.88% less ownership

Funds ownership: 63.32%62.44% (-0.88%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.06%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.35%
New
57
Increased
126
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIFP
101
Partners in Financial Planning
Virginia
$2.01M +$867K +17,753 +74%
HSG
102
Helen Stephens Group
Texas
$1.97M -$1.45M -29,716 -42%
FF
103
Fluent Financial
Texas
$1.95M +$48.9K +1,001 +3%
OIA
104
OneDigital Investment Advisors
Kansas
$1.94M +$253K +5,183 +15%
SRC
105
Sage Rhino Capital
California
$1.89M +$650K +13,312 +50%
CA
106
CGN Advisors
Kansas
$1.89M +$247K +5,056 +15%
BIP
107
Blueprint Investment Partners
North Carolina
$1.85M -$287K -5,876 -13%
TAIM
108
TD Ameritrade Investment Management
Nebraska
$1.77M -$155K -3,164 -8%
TDWM
109
Topel & Distasi Wealth Management
California
$1.75M
BMD
110
Better Money Decisions
New Mexico
$1.65M +$52.9K +1,083 +3%
RWPA
111
Richard W. Paul & Associates
Michigan
$1.6M +$1.65M +33,719 New
DSA
112
Droms Strauss Advisors
Missouri
$1.56M +$961K +19,678 +149%
NCM
113
New Capital Management
Texas
$1.55M +$278K +5,695 +21%
MOS
114
MGO One Seven
Ohio
$1.53M -$536K -10,981 -25%
TWP
115
Total Wealth Planning
Ohio
$1.51M +$1.29M +26,415 +502%
HighTower Advisors
116
HighTower Advisors
Illinois
$1.47M +$173K +3,541 +13%
JJBC
117
James J. Burns & Company
New York
$1.45M -$111K -2,281 -7%
PP
118
Prosperity Planning
Missouri
$1.44M
TC
119
TownSquare Capital
Utah
$1.38M +$274K +5,603 +24%
LIM
120
Leavell Investment Management
Alabama
$1.34M -$132K -2,700 -9%
EL
121
EQ LLC
Washington
$1.34M +$1.14M +23,363 +479%
Neuberger Berman Group
122
Neuberger Berman Group
New York
$1.34M
MWM
123
Modera Wealth Management
New Jersey
$1.32M +$1.02M +20,858 +302%
PIMG
124
Patriot Investment Management Group
Tennessee
$1.29M +$484K +9,921 +60%
SPWM
125
Spartan Planning & Wealth Management
North Carolina
$1.28M +$518K +10,612 +65%

IAGG Hedge Fund Activity: Q4 2022 in Review

315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2022, worth a combined $2.51B — up 19% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IAGG positions and 24 closed out — a net gain of 33 holders — while 126 added to existing stakes and 100 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $184M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.9M.

  • 315 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2022, up from 286 in Q3 2022.
  • Funds reported $2.51B of iShares Core International Aggregate Bond Fund stock for Q4 2022, up 19% quarter-over-quarter.
  • 57 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2022 and 24 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2022 was Jones Financial Companies, an estimated $184M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2022.