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iShares Core International Aggregate Bond Fund

322 hedge funds and large institutions have $3.91B invested in iShares Core International Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

55% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 93

33% more capital invested

Capital invested by funds: $2.93B → $3.91B (+$980M)

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

7% more funds holding

Funds holding: 300322 (+22)

6.32% more ownership

Funds ownership: 66.69%73.01% (+6.3%)

Holders
322
Holders Change
+22
Holders Change %
+7.33%
% of All Funds
4.69%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
55
Increased
144
Reduced
93
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EFS
126
Econ Financial Services
Pennsylvania
$1.64M +$58.3K +1,179 +4%
Betterment LLC
127
Betterment LLC
New York
$1.64M +$425K +8,605 +36%
IP
128
Investment Partners
Ohio
$1.63M +$18.7K +379 +1%
OGF
129
Orin Green Financial
California
$1.63M +$49.8K +1,007 +3%
HSG
130
Helen Stephens Group
Texas
$1.62M -$24.6K -497 -2%
BL
131
BFSG LLC
California
$1.57M +$214K +4,329 +16%
AC
132
Apella Capital
Connecticut
$1.52M +$689K +13,952 +83%
EB
133
Exchange Bank
California
$1.51M +$321K +6,501 +27%
FIC
134
Family Investment Center
Missouri
$1.5M -$13K -263 -0.9%
UFA
135
US Financial Advisors
Massachusetts
$1.5M +$30.1K +610 +2%
Truist Financial
136
Truist Financial
North Carolina
$1.5M -$40.5K -820 -3%
WPC
137
Wedmont Private Capital
Pennsylvania
$1.49M +$561K +11,363 +61%
GA
138
Greenspring Advisors
Maryland
$1.47M +$295K +5,972 +25%
IFAM
139
Institutional & Family Asset Management
Colorado
$1.45M +$41.9K +848 +3%
OIA
140
OneDigital Investment Advisors
Kansas
$1.42M -$52.1K -1,054 -4%
ME
141
McIlrath & Eck
Washington
$1.42M +$83.8K +1,697 +6%
TC
142
TownSquare Capital
Utah
$1.39M -$44.6K -902 -3%
S
143
Sachetta
Massachusetts
$1.39M +$1.38M +27,840 New
QCIG
144
Quad-Cities Investment Group
Iowa
$1.37M +$693K +14,029 +103%
VA
145
Valmark Advisers
Ohio
$1.35M +$174K +3,519 +15%
CL
146
Choreo LLC
Illinois
$1.34M +$538K +10,885 +68%
AA
147
Advisory Alpha
Michigan
$1.32M +$300K +6,080 +30%
GP
148
Girard Partners
Pennsylvania
$1.31M +$826K +16,715 +173%
TWP
149
Total Wealth Planning
Ohio
$1.28M -$291K -5,883 -19%
RJFSA
150
Raymond James Financial Services Advisors
Florida
$1.27M +$265K +5,355 +27%

IAGG Hedge Fund Activity: Q4 2023 in Review

322 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2023, worth a combined $3.91B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IAGG positions and 30 closed out — a net gain of 25 holders — while 144 added to existing stakes and 93 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $570M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $66M sold.

  • 322 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2023, up from 300 in Q3 2023.
  • Funds reported $3.91B of iShares Core International Aggregate Bond Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 55 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2023 and 30 closed out, a net change of +25 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2023 was Financial Engines Advisors, an estimated $570M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2023 was SageView Advisory Group, an estimated $66M sold.

Based on aggregated 13F filings for Q4 2023.