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iShares Core International Aggregate Bond Fund

361 hedge funds and large institutions have $5.19B invested in iShares Core International Aggregate Bond Fund in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 173 increasing their positions, 101 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 101

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

15% more capital invested

Capital invested by funds: $4.53B → $5.19B (+$660M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

3% more funds holding

Funds holding: 352361 (+9)

2.19% more ownership

Funds ownership: 72.43%74.62% (+2.2%)

Holders
361
Holders Change
+9
Holders Change %
+2.56%
% of All Funds
5.18%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.37%
New
36
Increased
173
Reduced
101
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
126
Sanctuary Advisors
Indiana
$2.18M +$2.15M +41,986 New
SRC
127
Sage Rhino Capital
California
$2.17M -$30.5K -597 -1%
BBWP
128
Beacon Bridge Wealth Partners
Pennsylvania
$2.17M +$107K +2,088 +5%
CWM
129
Congress Wealth Management
Massachusetts
$2.14M +$26.3K +514 +1%
AWA
130
Aletheian Wealth Advisors
Washington
$2.14M -$155K -3,037 -7%
CTA
131
Camelot Technology Advisors
California
$2.12M -$58.9K -1,152 -3%
ULWM
132
Upper Left Wealth Management
Florida
$2.09M +$2.08M +40,767 New
IA
133
IFP Advisors
Florida
$2.08M +$350K +6,839 +20%
RWPA
134
Richard W. Paul & Associates
Michigan
$2.03M +$33.5K +655 +2%
SI
135
Stonekeep Investments
New Mexico
$2M +$195K +3,820 +11%
IP
136
Investment Partners
Ohio
$1.99M +$68.5K +1,340 +4%
PIMG
137
Patriot Investment Management Group
Tennessee
$1.99M +$86.9K +1,700 +5%
FF
138
Friedenthal Financial
New Jersey
$1.95M -$326K -6,386 -15%
PP
139
Prosperity Planning
Missouri
$1.92M -$1.9M -37,162 Closed
CSB
140
City State Bank
Iowa
$1.86M +$488K +9,550 +36%
BL
141
BFSG LLC
California
$1.73M +$23.6K +461 +1%
UFA
142
US Financial Advisors
Massachusetts
$1.73M -$10.5K -206 -0.6%
LIM
143
Leavell Investment Management
Alabama
$1.72M +$85.8K +1,678 +5%
CWP
144
Corepath Wealth Partners
Arizona
$1.68M +$52.9K +1,034 +3%
AA
145
Addison Advisors
Vermont
$1.66M +$57.5K +1,125 +4%
Truist Financial
146
Truist Financial
North Carolina
$1.66M +$218K +4,263 +15%
VA
147
Valmark Advisers
Ohio
$1.58M -$4.45K -87 -0.3%
SAM
148
Synergy Asset Management
Washington
$1.57M +$255K +4,989 +20%
CFB
149
Cullen/Frost Bankers
Texas
$1.56M -$3.45M -67,487 -69%
VH
150
Visionary Horizons
Tennessee
$1.55M +$158K +3,085 +11%

IAGG Hedge Fund Activity: Q3 2024 in Review

361 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2024, worth a combined $5.19B — up 15% from $4.53B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IAGG positions and 22 closed out — a net gain of 14 holders — while 173 added to existing stakes and 101 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $305M. The largest seller was Jane Street, cutting an estimated $12.8M.

  • 361 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2024, up from 352 in Q2 2024.
  • Funds reported $5.19B of iShares Core International Aggregate Bond Fund stock for Q3 2024, up 15% quarter-over-quarter.
  • 36 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2024 and 22 closed out, a net change of +14 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2024 was JP Morgan Chase, an estimated $305M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2024 was Jane Street, an estimated $12.8M sold.

Based on aggregated 13F filings for Q3 2024.