We are live on ! Find out more
IAGG icon

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
NB
176
NBT Bank
New York
$619K -$44.8K -907 -7%
GFPC
177
Global Financial Private Client
Florida
$619K +$481K +9,741 +363%
RIA
178
Retirement Investment Advisors
Oklahoma
$601K +$596K +12,070 New
HCP
179
Hexagon Capital Partners
Arkansas
$600K +$240K +4,858 +68%
KAS
180
Kestra Advisory Services
Texas
$596K +$242K +4,906 +69%
JWCA
181
J.W. Cole Advisors
Florida
$596K -$112K -2,266 -16%
JCIA
182
Jackson Creek Investment Advisors
Colorado
$595K -$4.35K -88 -0.7%
BMC
183
Bear Mountain Capital
Washington
$587K +$588K +11,902 New
Envestnet Portfolio Solutions
184
Envestnet Portfolio Solutions
Illinois
$581K +$576K +11,663 New
Bank of Montreal
185
Bank of Montreal
Ontario, Canada
$576K -$11.1M -224,313 -95%
VAF
186
Values Added Financial
District of Columbia
$571K -$10K -203 -2%
Thrivent Financial for Lutherans
187
Thrivent Financial for Lutherans
Minnesota
$568K -$9.93K -201 -2%
KBFS
188
Kohmann Bosshard Financial Services
Ohio
$566K -$24.6K -497 -4%
PTC
189
Private Trust Company
Ohio
$565K -$17.2K -348 -3%
Wealthfront Advisers
190
Wealthfront Advisers
California
$548K +$126K +2,554 +30%
CAG
191
Csenge Advisory Group
Florida
$547K +$117K +2,368 +27%
IC
192
Innealta Capital
Texas
$532K +$527K +10,674 New
IPW
193
Intergy Private Wealth
Colorado
$531K +$17.2K +349 +3%
Deutsche Bank
194
Deutsche Bank
Germany
$528K -$421K -8,526 -45%
KWM
195
Kingsview Wealth Management
Oregon
$528K +$10.6K +215 +2%
BFA
196
Brown Financial Advisory
Alabama
$527K -$3.43M -69,473 -87%
RWM
197
Revisor Wealth Management
Ohio
$527K -$564K -11,416 -52%
AFAS
198
Acorn Financial Advisory Services
Virginia
$522K +$57.5K +1,163 +12%
GJIA
199
Glass Jacobson Investment Advisors
Maryland
$518K +$445 +9 +0.1%
FWP
200
Falcon Wealth Planning
California
$511K +$154K +3,121 +44%

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.