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iShares Core International Aggregate Bond Fund

286 hedge funds and large institutions have $2.25B invested in iShares Core International Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

39% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 84

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

10% more funds holding

Funds holding: 260286 (+26)

2.25% more ownership

Funds ownership: 57.17%59.41% (+2.2%)

1% more capital invested

Capital invested by funds: $2.23B → $2.25B (+$15.7M)

Holders
286
Holders Change
+26
Holders Change %
+10%
% of All Funds
4.4%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
49
Increased
117
Reduced
84
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
176
Insight Wealth Partners
Texas
$390K +$14.7K +266 +4%
PAG
177
Private Advisor Group
New Jersey
$383K +$16.4K +298 +4%
HCP
178
Hexagon Capital Partners
Arkansas
$377K +$8.7K +158 +2%
CBFP
179
Cedar Brook Financial Partners
Ohio
$376K +$79K +1,434 +26%
CWA
180
Clarus Wealth Advisors
Arizona
$375K -$98.1K -1,781 -20%
CAG
181
Curtis Advisory Group
California
$371K +$374K +6,795 New
GA
182
Greenspring Advisors
Maryland
$370K +$374K +6,792 New
PMG
183
ProVise Management Group
Florida
$369K +$95.3K +1,730 +34%
ODFS
184
O'Donnell Financial Services
California
$362K
EFSCE
185
Enterprise Financial Services Corp (EFSC)
Missouri
$361K -$8.6M -156,197 -96%
PFM
186
Peak Financial Management
Massachusetts
$357K +$360K +6,545 New
EWS
187
Evergreen Wealth Solutions
Pennsylvania
$354K +$358K +6,500 New
NB
188
NBT Bank
New York
$351K +$15K +272 +4%
SHFA
189
SC&H Financial Advisors
Maryland
$333K +$337K +6,113 New
SC
190
Scotia Capital
Ontario, Canada
$321K -$716 -13 -0.2%
WWM
191
Wolff Wiese Magana
California
$314K +$33K +600 +12%
Bank of Montreal
192
Bank of Montreal
Ontario, Canada
$303K -$19.6M -356,037 -98%
CFD
193
Creative Financial Designs
Indiana
$298K +$1.32K +24 +0.4%
FWP
194
FAS Wealth Partners
Kansas
$297K -$3.3M -59,834 -92%
AWM
195
Apollon Wealth Management
South Carolina
$296K -$31.3K -569 -9%
AII
196
AGF Investments Inc
Ontario, Canada
$294K -$230K -4,183 -44%
BRWA
197
B. Riley Wealth Advisors
Florida
$288K -$7.43K -135 -2%
MCWS
198
McKinley Carter Wealth Services
West Virginia
$283K -$936 -17 -0.3%
PIFP
199
Partners in Financial Planning
Virginia
$283K +$3.36K +61 +1%
KAS
200
Kestra Advisory Services
Texas
$279K -$244K -4,435 -46%

IAGG Hedge Fund Activity: Q4 2021 in Review

286 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2021, worth a combined $2.25B — up 0.71% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IAGG positions and 19 closed out — a net gain of 30 holders — while 117 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $60.2M. The largest seller was Jane Street, exiting entirely with an estimated $52.9M sold.

  • 286 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $2.25B of iShares Core International Aggregate Bond Fund stock for Q4 2021, up 0.71% quarter-over-quarter.
  • 49 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2021 and 19 closed out, a net change of +30 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2021 was BlackRock, an estimated $60.2M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2021 was Jane Street, an estimated $52.9M sold.

Based on aggregated 13F filings for Q4 2021.