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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
EH
176
Equitable Holdings
New York
$529K +$88.3K +1,800 +20%
GP
177
Girard Partners
Pennsylvania
$525K -$353K -7,208 -40%
GVAG
178
Great Valley Advisor Group
Delaware
$514K +$2.06K +42 +0.4%
AFAS
179
Acorn Financial Advisory Services
Virginia
$513K
GJIA
180
Glass Jacobson Investment Advisors
Maryland
$508K +$505K +10,309 New
IPW
181
Intergy Private Wealth
Colorado
$496K +$17K +346 +4%
MWM
182
MBE Wealth Management
Wisconsin
$494K -$1.08K -22 -0.2%
BWA
183
Burt Wealth Advisors
Maryland
$493K -$46.3K -944 -9%
KWM
184
Kingsview Wealth Management
Oregon
$486K +$21.3K +435 +5%
FWP
185
Falcon Wealth Planning
California
$460K -$41.7K -850 -8%
RCAG
186
Rehmann Capital Advisory Group
Michigan
$459K +$392 +8 +0.1%
LA
187
LexAurum Advisors
Kansas
$451K +$69.7K +1,421 +18%
CPG
188
Cornerstone Planning Group
New Jersey
$414K +$411K +8,392 New
FA
189
Flagstar Advisors
New York
$412K -$177K -3,603 -30%
GRP
190
Global Retirement Partners
California
$408K -$72.3K -1,474 -15%
Mariner
191
Mariner
Kansas
$408K -$45.9K -937 -10%
FAIM
192
Financial Advocates Investment Management
Washington
$401K
DSA
193
Droms Strauss Advisors
Missouri
$401K -$16.4K -335 -4%
BWP
194
Balboa Wealth Partners
Arizona
$399K +$122K +2,485 +44%
CA
195
Corrado Advisors
New Jersey
$398K +$17.8K +364 +5%
Goldman Sachs
196
Goldman Sachs
New York
$396K
HCP
197
Hexagon Capital Partners
Arkansas
$387K +$11.9K +243 +3%
CWA
198
Clarus Wealth Advisors
Arizona
$371K -$11.5K -235 -3%
PTC
199
Private Trust Company
Ohio
$366K +$339K +6,905 +1,346%
Wealthfront Advisers
200
Wealthfront Advisers
California
$364K +$39.6K +807 +12%

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.