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iShares Core International Aggregate Bond Fund

287 hedge funds and large institutions have $2.2B invested in iShares Core International Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1.61% more ownership

Funds ownership: 59.41%61.02% (+1.6%)

0% more funds holding

Funds holding: 286287 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

2% less capital invested

Capital invested by funds: $2.25B → $2.2B (-$42.5M)

8% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 108

Holders
287
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
99
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IHWM
201
Iron Horse Wealth Management
Iowa
$268K +$20.1K +378 +8%
FA
202
Fermata Advisors
California
$266K -$398K -7,478 -59%
AWM
203
Apollon Wealth Management
South Carolina
$266K -$17.3K -326 -6%
IP
204
Investment Partners
Ohio
$263K +$268K +5,045 New
MCWS
205
McKinley Carter Wealth Services
West Virginia
$261K -$9.21K -173 -3%
SFG
206
Summit Financial Group
West Virginia
$261K
ONB
207
Old National Bancorp
Indiana
$254K
ASN
208
Advisory Services Network
Georgia
$253K -$1.81K -34 -0.7%
BC
209
Brio Consultants
California
$250K +$6.49K +122 +3%
QCIG
210
Quad-Cities Investment Group
Iowa
$233K -$338K -6,345 -59%
BRWA
211
B. Riley Wealth Advisors
Florida
$230K -$46.1K -867 -16%
EWS
212
Evergreen Wealth Solutions
Pennsylvania
$229K -$112K -2,110 -32%
VCP
213
Vista Capital Partners
Oregon
$227K +$231K +4,350 New
BAM
214
Baldrige Asset Management
Pennsylvania
$225K +$76.9K +1,445 +50%
HFS
215
Horizon Financial Services
North Carolina
$222K -$273K -5,138 -55%
LWM
216
Laidlaw Wealth Management
New York
$221K -$450K -8,464 -67%
Bank of Montreal
217
Bank of Montreal
Ontario, Canada
$219K -$77.5K -1,457 -26%
HR
218
Howe & Rusling
New York
$218K -$3.3K -62 -1%
CIBC World Market
219
CIBC World Market
Ontario, Canada
$218K
RJT
220
Raymond James Trust
Florida
$213K -$23.9K -450 -10%
RJA
221
Raymond James & Associates
Florida
$212K -$2.4M -45,144 -92%
PMG
222
ProVise Management Group
Florida
$207K -$148K -2,787 -41%
KBFS
223
Kohmann Bosshard Financial Services
Ohio
$206K +$210K +3,943 New
TFO
224
Tarbox Family Office
California
$203K +$7.13K +134 +4%
FWP
225
Falcon Wealth Planning
California
$203K +$208K +3,900 New

IAGG Hedge Fund Activity: Q1 2022 in Review

287 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2022, worth a combined $2.2B — down 1.9% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 31 closed out — a net gain of 6 holders — while 99 added to existing stakes and 108 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $52.4M. The largest seller was Ameriprise, cutting an estimated $26.6M.

  • 287 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2022, up from 286 in Q4 2021.
  • Funds reported $2.2B of iShares Core International Aggregate Bond Fund stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2022 was Commonwealth Equity Services, an estimated $52.4M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2022 was Ameriprise, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2022.