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iShares Core International Aggregate Bond Fund

299 hedge funds and large institutions have $2.14B invested in iShares Core International Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 117 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 287299 (+12)

1.07% more ownership

Funds ownership: 61.02%62.09% (+1.1%)

3% less capital invested

Capital invested by funds: $2.2B → $2.14B (-$65.7M)

18% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 117

Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
5.04%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.39%
New
37
Increased
96
Reduced
117
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWI
126
Facet Wealth Inc
Maryland
$1.01M +$203K +4,008 +25%
AC
127
Apella Capital
Connecticut
$1.01M -$555K -10,962 -35%
SWP
128
Stratos Wealth Partners
Ohio
$981K -$70.8K -1,398 -7%
RA
129
RFG Advisory
Alabama
$977K +$195K +3,856 +25%
Goldman Sachs
130
Goldman Sachs
New York
$962K -$61.1K -1,208 -6%
CWM
131
Cahaba Wealth Management
Georgia
$961K -$1.14M -22,448 -54%
OGF
132
Orin Green Financial
California
$944K +$54.3K +1,073 +6%
IFAM
133
Institutional & Family Asset Management
Colorado
$930K -$5.77K -114 -0.6%
AAS
134
Avantax Advisory Services
Texas
$897K +$30.2K +596 +3%
Prudential Financial
135
Prudential Financial
New Jersey
$896K +$222K +4,378 +32%
AAS
136
Ameritas Advisory Services
Nebraska
$873K +$44.8K +885 +5%
BWM
137
Blossom Wealth Management
California
$853K +$18.7K +370 +2%
FFWM
138
Future Financial Wealth Management
Ohio
$850K
TC
139
Tenret Company
Florida
$847K +$85.8K +1,695 +11%
DAS
140
Dynamic Advisor Solutions
Arizona
$838K -$75.4K -1,490 -8%
WPC
141
Wedmont Private Capital
Pennsylvania
$837K -$199K -3,929 -19%
EWA
142
Exencial Wealth Advisors
Oklahoma
$824K +$119K +2,346 +17%
CW
143
CreativeOne Wealth
Kansas
$814K -$1.1M -21,811 -57%
JWCA
144
J.W. Cole Advisors
Florida
$812K -$50.8K -1,003 -6%
TWP
145
Total Wealth Planning
Ohio
$797K +$810K +16,004 New
RIA
146
Regal Investment Advisors
Michigan
$765K -$10.2M -201,476 -93%
Kovitz Investment Group Partners
147
Kovitz Investment Group Partners
Illinois
$761K -$6.83K -135 -0.9%
HWM
148
Horizons Wealth Management
North Carolina
$761K +$758K +14,984 New
SPWM
149
Spartan Planning & Wealth Management
North Carolina
$756K -$42.1K -832 -5%
FWP
150
Falcon Wealth Planning
California
$743K +$558K +11,017 +282%

IAGG Hedge Fund Activity: Q2 2022 in Review

299 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2022, worth a combined $2.14B — down 3% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 24 closed out — a net gain of 13 holders — while 96 added to existing stakes and 117 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $23.5M. The largest seller was Bank of America, cutting an estimated $21.8M.

  • 299 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2022, up from 287 in Q1 2022.
  • Funds reported $2.14B of iShares Core International Aggregate Bond Fund stock for Q2 2022, down 3% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2022 and 24 closed out, a net change of +13 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2022 was Osaic Holdings, an estimated $23.5M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2022 was Bank of America, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.