We are live on ! Find out more
IAGG icon

iShares Core International Aggregate Bond Fund

300 hedge funds and large institutions have $2.93B invested in iShares Core International Aggregate Bond Fund in 2023 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 126 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 102

7% more capital invested

Capital invested by funds: $2.73B → $2.93B (+$204M)

6.12% more ownership

Funds ownership: 60.57%66.69% (+6.1%)

0% more funds holding in top 10

Funds holding in top 10: 2323 (0)

4% less funds holding

Funds holding: 312300 (-12)

24% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 38

Holders
300
Holders Change
-12
Holders Change %
-3.85%
% of All Funds
4.76%
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.37%
New
29
Increased
126
Reduced
102
Closed
38
Calls
$107K
Puts
Net Calls
+$107K
Net Calls Change
-$154K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
Blossom Wealth Management
California
$972K +$9.91K +202 +1%
IA
152
IFP Advisors
Florida
$966K +$732K +14,913 +305%
Deutsche Bank
153
Deutsche Bank
Germany
$933K
WPC
154
Wedmont Private Capital
Pennsylvania
$909K +$335K +6,826 +58%
OMC
155
Old Mission Capital
Illinois
$882K +$888K +18,090 New
Lido Advisors
156
Lido Advisors
California
$875K +$33.3K +679 +4%
Rockefeller Capital Management
157
Rockefeller Capital Management
New York
$864K +$870K +17,721 New
AC
158
Apella Capital
Connecticut
$819K -$6.58K -134 -0.8%
HWM
159
Horizons Wealth Management
North Carolina
$814K +$27K +550 +3%
Prudential Financial
160
Prudential Financial
New Jersey
$807K +$133K +2,709 +20%
BIA
161
Bigelow Investment Advisors
Maine
$790K -$22.9K -467 -3%
CL
162
Choreo LLC
Illinois
$779K +$481K +9,796 +159%
BA
163
Bridge Advisory
California
$769K -$6.38K -130 -0.8%
SWP
164
Stratos Wealth Partners
Ohio
$715K -$26.2K -533 -4%
EH
165
Equitable Holdings
New York
$708K +$186K +3,784 +35%
HAIM
166
Hunter Associates Investment Management
Pennsylvania
$694K +$55.5K +1,131 +9%
JWCA
167
J.W. Cole Advisors
Florida
$694K -$4.22K -86 -0.6%
SCA
168
Snowden Capital Advisors
New York
$678K +$27.7K +565 +4%
QCIG
169
Quad-Cities Investment Group
Iowa
$662K +$666K +13,578 New
NB
170
NBT Bank
New York
$651K +$38K +775 +6%
AFG
171
Altiora Financial Group
Ohio
$632K
JCIA
172
Jackson Creek Investment Advisors
Colorado
$587K -$883 -18 -0.1%
SFS
173
Sowell Financial Services
Arkansas
$580K +$49.7K +1,013 +9%
KBFS
174
Kohmann Bosshard Financial Services
Ohio
$578K -$91.2K -1,859 -14%
PTC
175
Private Trust Company
Ohio
$571K +$210K +4,281 +58%

IAGG Hedge Fund Activity: Q3 2023 in Review

300 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2023, worth a combined $2.93B — up 7.5% from $2.73B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IAGG and 29 opened new positions — a net loss of 9 holders — while 102 trimmed existing stakes and 126 added.

The largest buyer was Financial Gravity Asset Management, adding an estimated $261M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $15.1M.

  • 300 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2023, down from 312 in Q2 2023.
  • Funds reported $2.93B of iShares Core International Aggregate Bond Fund stock for Q3 2023, up 7.5% quarter-over-quarter.
  • 29 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2023 and 38 closed out, a net change of -9 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2023 was Financial Gravity Asset Management, an estimated $261M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2023 was Thrivent Financial for Lutherans, an estimated $15.1M sold.

Based on aggregated 13F filings for Q3 2023.