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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
HWM
151
Horizons Wealth Management
North Carolina
$796K +$8.04K +164 +1%
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$785K +$405K +8,254 New
BA
153
Bridge Advisory
California
$784K -$8.09K -165 -1%
RWM
154
Revisor Wealth Management
Ohio
$752K -$16.6K -339 -2%
SWP
155
Stratos Wealth Partners
Ohio
$749K +$93.6K +1,909 +14%
PP
156
PrairieView Partners
Minnesota
$744K -$52.4K -1,069 -7%
Creative Planning
157
Creative Planning
Kansas
$713K +$27.8K +568 +4%
JWCA
158
J.W. Cole Advisors
Florida
$705K +$75.5K +1,540 +12%
Prudential Financial
159
Prudential Financial
New Jersey
$682K +$12.5K +255 +2%
CW
160
CreativeOne Wealth
Kansas
$680K -$4.85K -99 -0.7%
KBFS
161
Kohmann Bosshard Financial Services
Ohio
$676K -$20.1K -409 -3%
SCA
162
Snowden Capital Advisors
New York
$657K +$70.8K +1,443 +12%
HAIM
163
Hunter Associates Investment Management
Pennsylvania
$644K +$294K +5,991 +85%
BSWA
164
Bromfield Sneider Wealth Advisors
Massachusetts
$640K +$99.3K +2,025 +18%
AFG
165
Altiora Financial Group
Ohio
$638K
NB
166
NBT Bank
New York
$619K +$30.9K +630 +5%
JCIA
167
Jackson Creek Investment Advisors
Colorado
$594K +$6.91K +141 +1%
VAF
168
Values Added Financial
District of Columbia
$590K +$587K +11,972 New
WPC
169
Wedmont Private Capital
Pennsylvania
$581K -$4.17K -85 -0.7%
MPPLM
170
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$577K -$294 -6 -0.1%
SB
171
Strategic Blueprint
Georgia
$559K -$85.1K -1,735 -13%
Kovitz Investment Group Partners
172
Kovitz Investment Group Partners
Illinois
$552K -$4.07K -83 -0.7%
CAG
173
Csenge Advisory Group
Florida
$551K +$548K +11,182 New
KF
174
Krilogy Financial
Missouri
$544K -$16.4K -335 -3%
SFS
175
Sowell Financial Services
Arkansas
$536K +$93.4K +1,904 +21%

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.