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iShares Core International Aggregate Bond Fund

315 hedge funds and large institutions have $2.51B invested in iShares Core International Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

26% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 100

19% more capital invested

Capital invested by funds: $2.12B → $2.51B (+$395M)

10% more funds holding

Funds holding: 286315 (+29)

0.88% less ownership

Funds ownership: 63.32%62.44% (-0.88%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.06%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.35%
New
57
Increased
126
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
151
PFG Advisors
Arizona
$876K +$89.7K +1,836 +11%
RCAG
152
Rehmann Capital Advisory Group
Michigan
$836K +$509K +10,432 +146%
Deutsche Bank
153
Deutsche Bank
Germany
$829K +$253K +5,178 +42%
SWP
154
Stratos Wealth Partners
Ohio
$826K -$21.6K -442 -2%
Thrivent Financial for Lutherans
155
Thrivent Financial for Lutherans
Minnesota
$800K -$62.1K -1,271 -7%
IFAM
156
Institutional & Family Asset Management
Colorado
$797K -$21.7K -445 -3%
AssetMark Inc
157
AssetMark Inc
California
$794K +$439K +8,992 +117%
PP
158
PrairieView Partners
Minnesota
$792K -$599K -12,276 -42%
BIA
159
Bigelow Investment Advisors
Maine
$792K +$75.9K +1,554 +10%
ASN
160
Advisory Services Network
Georgia
$775K +$516K +10,571 +185%
BA
161
Bridge Advisory
California
$762K -$150K -3,063 -16%
SWA
162
Stratos Wealth Advisors
Ohio
$752K -$123K -2,519 -14%
WWM
163
Wiser Wealth Management
Georgia
$736K +$454K +9,297 +150%
FFWM
164
Future Financial Wealth Management
Ohio
$723K -$8.55K -175 -1%
HWM
165
Horizons Wealth Management
North Carolina
$704K -$8.64K -177 -1%
Creative Planning
166
Creative Planning
Kansas
$682K -$410K -8,403 -37%
ACM
167
AlphaStar Capital Management
North Carolina
$670K +$688K +14,090 New
KBFS
168
Kohmann Bosshard Financial Services
Ohio
$662K -$86.8K -1,778 -11%
AFG
169
Altiora Financial Group
Ohio
$616K +$632K +12,950 New
JWCA
170
J.W. Cole Advisors
Florida
$607K -$173K -3,533 -22%
BMCM
171
Burns Matteson Capital Management
New York
$607K +$624K +12,768 New
Kovitz Investment Group Partners
172
Kovitz Investment Group Partners
Illinois
$593K -$131K -2,676 -18%
FA
173
Flagstar Advisors
New York
$591K +$15.1K +310 +3%
CW
174
CreativeOne Wealth
Kansas
$583K -$196K -4,020 -25%
SB
175
Strategic Blueprint
Georgia
$579K +$594K +12,167 New

IAGG Hedge Fund Activity: Q4 2022 in Review

315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2022, worth a combined $2.51B — up 19% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IAGG positions and 24 closed out — a net gain of 33 holders — while 126 added to existing stakes and 100 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $184M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.9M.

  • 315 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2022, up from 286 in Q3 2022.
  • Funds reported $2.51B of iShares Core International Aggregate Bond Fund stock for Q4 2022, up 19% quarter-over-quarter.
  • 57 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2022 and 24 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2022 was Jones Financial Companies, an estimated $184M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2022.