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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
BL
126
BFSG LLC
California
$1.3M +$55.6K +1,133 +4%
TLFA
127
True Link Financial Advisors
California
$1.27M
AAS
128
Avantax Advisory Services
Texas
$1.25M +$248K +5,049 +25%
FFWM
129
Future Financial Wealth Management
Ohio
$1.22M -$60.1K -1,225 -5%
VA
130
Valmark Advisers
Ohio
$1.22M +$110K +2,237 +10%
ME
131
McIlrath & Eck
Washington
$1.18M +$1.18M +24,034 New
SWG
132
Summit Wealth Group
Vermont
$1.17M -$60.6M -1,236,378 -98%
Betterment LLC
133
Betterment LLC
New York
$1.13M +$36.7K +748 +3%
MOS
134
MGO One Seven
Ohio
$1.11M -$612K -12,474 -36%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$1.1M +$261K +5,333 +32%
IP
136
Investment Partners
Ohio
$1.09M +$21K +429 +2%
AA
137
Advisory Alpha
Michigan
$1.07M -$56.1K -1,145 -5%
BMCM
138
Burns Matteson Capital Management
New York
$1.06M -$8.97K -183 -0.8%
CWM
139
Comprehensive Wealth Management
Washington
$1.05M +$1.05M +21,374 New
ACM
140
AlphaStar Capital Management
North Carolina
$1.01M -$1.92M -39,210 -66%
BWM
141
Blossom Wealth Management
California
$972K +$112K +2,291 +13%
MA
142
Mutual Advisors
Nebraska
$970K +$965K +19,686 New
Deutsche Bank
143
Deutsche Bank
Germany
$943K
DWA
144
Divergent Wealth Advisors
Utah
$931K -$287K -5,861 -24%
ZIMP
145
Zimmermann Investment Management & Planning
Pennsylvania
$887K +$882K +17,998 New
Lido Advisors
146
Lido Advisors
California
$851K +$846K +17,257 New
AT
147
American Trust
Kentucky
$844K
AC
148
Apella Capital
Connecticut
$834K +$830K +16,927 New
BIA
149
Bigelow Investment Advisors
Maine
$821K +$817K +16,662 New
EB
150
Exchange Bank
California
$802K +$798K +16,266 New

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.