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iShares Core International Aggregate Bond Fund

312 hedge funds and large institutions have $2.73B invested in iShares Core International Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 101

6% more funds holding

Funds holding: 295312 (+17)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

5% more capital invested

Capital invested by funds: $2.6B → $2.73B (+$124M)

6.86% less ownership

Funds ownership: 67.42%60.57% (-6.9%)

Holders
312
Holders Change
+17
Holders Change %
+5.76%
% of All Funds
4.9%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
41
Increased
123
Reduced
101
Closed
20
Calls
$261K
Puts
Net Calls
+$261K
Net Calls Change
+$271K
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
101
Strategic Financial Partners
Oregon
$1.84M +$1.83M +37,306 New
AWS
102
Atria Wealth Solutions
New York
$1.82M -$16.5K -336 -0.9%
TDWM
103
Topel & Distasi Wealth Management
California
$1.81M
HighTower Advisors
104
HighTower Advisors
Illinois
$1.8M +$124K +2,534 +7%
ASN
105
Advisory Services Network
Georgia
$1.78M +$167K +3,397 +10%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$1.75M -$53.2K -1,086 -3%
RWPA
107
Richard W. Paul & Associates
Michigan
$1.71M +$19.4K +395 +1%
PP
108
Prosperity Planning
Missouri
$1.65M
LIM
109
Leavell Investment Management
Alabama
$1.64M
AWA
110
Aletheian Wealth Advisors
Washington
$1.64M +$91K +1,857 +6%
HSG
111
Helen Stephens Group
Texas
$1.63M -$182K -3,709 -10%
TAIM
112
TD Ameritrade Investment Management
Nebraska
$1.57M -$100K -2,048 -6%
TWP
113
Total Wealth Planning
Ohio
$1.55M -$2.6K -53 -0.2%
Truist Financial
114
Truist Financial
North Carolina
$1.55M +$277K +5,655 +22%
OIA
115
OneDigital Investment Advisors
Kansas
$1.53M -$509K -10,379 -25%
VT
116
Vise Technologies
New York
$1.52M +$243K +4,947 +19%
FIC
117
Family Investment Center
Missouri
$1.48M +$132K +2,702 +10%
CA
118
CGN Advisors
Kansas
$1.44M -$25.4K -518 -2%
TC
119
TownSquare Capital
Utah
$1.42M -$5.05K -103 -0.4%
PIMG
120
Patriot Investment Management Group
Tennessee
$1.4M +$75.2K +1,534 +6%
GA
121
Greenspring Advisors
Maryland
$1.39M -$2.81M -57,264 -67%
IFAM
122
Institutional & Family Asset Management
Colorado
$1.39M -$87.9K -1,793 -6%
OGF
123
Orin Green Financial
California
$1.38M +$18.9K +385 +1%
CCFM
124
Clear Creek Financial Management
Washington
$1.37M +$383K +7,803 +39%
JWM
125
JGP Wealth Management
Oregon
$1.35M +$68.3K +1,393 +5%

IAGG Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2023, worth a combined $2.73B — up 4.7% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IAGG positions and 20 closed out — a net gain of 21 holders — while 123 added to existing stakes and 101 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $53.9M. The largest seller was Jane Street, cutting an estimated $64.1M.

  • 312 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2023, up from 295 in Q1 2023.
  • Funds reported $2.73B of iShares Core International Aggregate Bond Fund stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 41 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2023 and 20 closed out, a net change of +21 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2023 was JP Morgan Chase, an estimated $53.9M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2023 was Jane Street, an estimated $64.1M sold.

Based on aggregated 13F filings for Q2 2023.