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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
DSA
151
Droms Strauss Advisors
Missouri
$1.26M +$839K +16,985 +205%
BMD
152
Better Money Decisions
New Mexico
$1.22M +$34.7K +703 +3%
HWM
153
Horizons Wealth Management
North Carolina
$1.19M +$360K +7,277 +44%
VH
154
Visionary Horizons
Tennessee
$1.18M +$1.17M +23,672 New
FFWM
155
Future Financial Wealth Management
Ohio
$1.16M -$48.7K -986 -4%
WWM
156
Wiser Wealth Management
Georgia
$1.13M +$1.13M +22,800 New
EA
157
Eclectic Associates
California
$1.12M +$1.11M +22,421 New
PWS
158
Physician Wealth Solutions
Nevada
$1.02M +$1.01M +20,541 New
BMCM
159
Burns Matteson Capital Management
New York
$1M -$63.7K -1,289 -6%
AFTS
160
American Financial & Tax Strategies
New York
$1M +$992K +20,085 New
IA
161
IFP Advisors
Florida
$979K -$7.02K -142 -0.7%
BWM
162
Blossom Wealth Management
California
$967K -$25.3K -513 -3%
TLFA
163
True Link Financial Advisors
California
$907K -$370K -7,494 -29%
EH
164
Equitable Holdings
New York
$868K +$145K +2,927 +20%
Prudential Financial
165
Prudential Financial
New Jersey
$839K +$15.1K +306 +2%
SAM
166
Synergy Asset Management
Washington
$816K +$269K +5,448 +50%
AAS
167
Ameritas Advisory Services
Nebraska
$808K -$418K -8,465 -34%
SPIA
168
Steward Partners Investment Advisory
New York
$804K +$797K +16,140 New
FFA
169
Farther Finance Advisors
California
$723K +$717K +14,511 New
BIA
170
Bigelow Investment Advisors
Maine
$718K -$87.9K -1,780 -11%
HAIM
171
Hunter Associates Investment Management
Pennsylvania
$711K +$889 +18 +0.1%
SFS
172
Sowell Financial Services
Arkansas
$690K +$97.3K +1,969 +17%
SWP
173
Stratos Wealth Partners
Ohio
$676K -$53.6K -1,085 -7%
SCA
174
Snowden Capital Advisors
New York
$658K -$33.2K -671 -5%
DL
175
DOHJ LLC
Washington
$636K -$5.83M -117,983 -90%

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.