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iShares Core International Aggregate Bond Fund

287 hedge funds and large institutions have $2.2B invested in iShares Core International Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1.61% more ownership

Funds ownership: 59.41%61.02% (+1.6%)

0% more funds holding

Funds holding: 286287 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

2% less capital invested

Capital invested by funds: $2.25B → $2.2B (-$42.5M)

8% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 108

Holders
287
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
99
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OGF
126
Orin Green Financial
California
$932K +$1.49K +28 +0.2%
AAS
127
Avantax Advisory Services
Texas
$906K +$65.1K +1,224 +8%
JWCA
128
J.W. Cole Advisors
Florida
$902K -$43.5K -818 -5%
BWM
129
Blossom Wealth Management
California
$873K +$133K +2,498 +18%
AAS
130
Ameritas Advisory Services
Nebraska
$868K +$30.5K +574 +4%
FWI
131
Facet Wealth Inc
Maryland
$851K -$1.97M -36,989 -69%
FFWM
132
Future Financial Wealth Management
Ohio
$850K +$867K +16,296 New
BF
133
Brooklyn FI
New York
$845K +$863K +16,215 New
TP
134
Tranquility Partners
Tennessee
$835K
SPWM
135
Spartan Planning & Wealth Management
North Carolina
$834K +$851K +16,000 New
Kovitz Investment Group Partners
136
Kovitz Investment Group Partners
Illinois
$804K +$2.71K +51 +0.3%
TC
137
Tenret Company
Florida
$798K +$815K +15,309 New
RA
138
RFG Advisory
Alabama
$796K +$2.45K +46 +0.3%
EWA
139
Exencial Wealth Advisors
Oklahoma
$740K -$31.3K -588 -4%
Prudential Financial
140
Prudential Financial
New Jersey
$715K +$277K +5,208 +61%
5L
141
55I LLC
Massachusetts
$703K +$122K +2,285 +20%
MG
142
MilWealth Group
Wisconsin
$701K +$716K +13,453 New
HSG
143
Helen Stephens Group
Texas
$696K +$710K +13,349 New
AFAS
144
Acorn Financial Advisory Services
Virginia
$687K -$92.8K -1,744 -12%
MWM
145
MBE Wealth Management
Wisconsin
$678K -$46.3K -870 -6%
WIP
146
WealthCare Investment Partners
Rhode Island
$677K -$283K -5,314 -29%
FTUS
147
Flow Traders U.S.
New York
$665K +$679K +12,751 New
FA
148
Flagstar Advisors
New York
$636K +$58.2K +1,093 +10%
GRP
149
Global Retirement Partners
California
$628K +$656K +12,334 New
PP
150
Prosperity Planning
Missouri
$607K

IAGG Hedge Fund Activity: Q1 2022 in Review

287 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2022, worth a combined $2.2B — down 1.9% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 31 closed out — a net gain of 6 holders — while 99 added to existing stakes and 108 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $52.4M. The largest seller was Ameriprise, cutting an estimated $26.6M.

  • 287 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2022, up from 286 in Q4 2021.
  • Funds reported $2.2B of iShares Core International Aggregate Bond Fund stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2022 was Commonwealth Equity Services, an estimated $52.4M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2022 was Ameriprise, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2022.