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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
RPG
176
Resource Planning Group
Georgia
$574K +$589K +12,061 New
MWM
177
MBE Wealth Management
Wisconsin
$566K -$58.8K -1,205 -9%
JCIA
178
Jackson Creek Investment Advisors
Colorado
$555K -$977 -20 -0.2%
FWP
179
Falcon Wealth Planning
California
$546K +$48K +983 +9%
SAM
180
Synergy Asset Management
Washington
$540K +$122K +2,498 +28%
NB
181
NBT Bank
New York
$540K +$155K +3,175 +39%
Prudential Financial
182
Prudential Financial
New Jersey
$525K +$33.1K +677 +7%
GJIA
183
Glass Jacobson Investment Advisors
Maryland
$518K +$532K +10,890 New
Susquehanna International Group
184
Susquehanna International Group
Pennsylvania
$508K +$319K +6,541 +158%
AFAS
185
Acorn Financial Advisory Services
Virginia
$498K +$2.59K +53 +0.5%
CPG
186
Cornerstone Planning Group
New Jersey
$457K +$457K +9,353 New
GRP
187
Global Retirement Partners
California
$454K +$111K +2,274 +31%
KWM
188
Kingsview Wealth Management
Oregon
$454K +$244 +5 +0.1%
IPW
189
Intergy Private Wealth
Colorado
$431K +$61.4K +1,257 +16%
TSS
190
Two Sigma Securities
New York
$429K +$441K +9,031 New
LA
191
LexAurum Advisors
Kansas
$423K -$1.22K -25 -0.3%
TW
192
Towerpoint Wealth
California
$422K -$470K -9,617 -52%
HDIM
193
Hanson & Doremus Investment Management
Vermont
$416K +$23.8K +488 +6%
SCA
194
Snowden Capital Advisors
New York
$412K -$24.6K -504 -5%
EH
195
Equitable Holdings
New York
$406K +$34.7K +711 +9%
AT
196
American Trust
Kentucky
$403K +$7.76K +159 +2%
FAIM
197
Financial Advocates Investment Management
Washington
$387K +$398K +8,145 New
PWM
198
Perigon Wealth Management
California
$371K -$11.3K -231 -3%
HCP
199
Hexagon Capital Partners
Arkansas
$365K -$93.9K -1,922 -20%
OC
200
Oarsman Capital
Wisconsin
$362K -$1.17M -23,986 -76%

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.