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iShares Core International Aggregate Bond Fund

286 hedge funds and large institutions have $2.12B invested in iShares Core International Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

1.24% more ownership

Funds ownership: 62.09%63.32% (+1.2%)

1% less capital invested

Capital invested by funds: $2.14B → $2.12B (-$20.1M)

4% less funds holding

Funds holding: 299286 (-13)

23% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 120

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

Holders
286
Holders Change
-13
Holders Change %
-4.35%
% of All Funds
4.93%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.41%
New
21
Increased
93
Reduced
120
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
201
Summit Financial Group
West Virginia
$242K
ONB
202
Old National Bancorp
Indiana
$241K +$5.76K +115 +2%
CFD
203
Creative Financial Designs
Indiana
$239K -$3.76K -75 -1%
EL
204
EQ LLC
Washington
$236K -$851K -16,979 -78%
TCM
205
Traynor Capital Management
Pennsylvania
$234K -$7.82K -156 -3%
BAM
206
Belpointe Asset Management
Nevada
$231K -$4.46K -89 -2%
WCFA
207
Walkner Condon Financial Advisors
Wisconsin
$230K -$82.7K -1,650 -26%
SHFA
208
SC&H Financial Advisors
Maryland
$230K -$13.4K -267 -5%
KAS
209
Kestra Advisory Services
Texas
$227K -$752 -15 -0.3%
FCG
210
Financial Connections Group
California
$221K +$6.51K +130 +3%
CAG
211
Curtis Advisory Group
California
$219K -$12.8K -255 -5%
TFO
212
Tarbox Family Office
California
$211K -$61.5K -1,227 -22%
MCWS
213
McKinley Carter Wealth Services
West Virginia
$204K -$31.5K -628 -13%
CIBC World Market
214
CIBC World Market
Ontario, Canada
$202K
CWA
215
Canvas Wealth Advisors
Kansas
$201K -$50.8K -1,014 -20%
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$200K +$208K +4,148 New
MA
217
MCF Advisors
Kentucky
$190K +$197K +3,935 New
HR
218
Howe & Rusling
New York
$181K -$12K -239 -6%
AIP
219
Ameritas Investment Partners
Nebraska
$172K +$45.1K +900 +34%
LWP
220
Laurel Wealth Planning
Minnesota
$171K -$5.86K -117 -3%
GFPC
221
Global Financial Private Client
Florida
$169K -$149K -2,981 -46%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$157K -$330K -6,588 -67%
IHWM
223
Iron Horse Wealth Management
Iowa
$157K -$95.4K -1,903 -37%
PFA
224
Professional Financial Advisors
Nebraska
$156K
CWM
225
Castle Wealth Management
Florida
$145K -$907K -18,095 -86%

IAGG Hedge Fund Activity: Q3 2022 in Review

286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2022, worth a combined $2.12B — down 0.94% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IAGG and 21 opened new positions — a net loss of 11 holders — while 120 trimmed existing stakes and 93 added.

The largest buyer was Mather Group, opening a new position worth an estimated $69.6M. The largest seller was BlackRock, cutting an estimated $16.6M.

  • 286 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2022, down from 299 in Q2 2022.
  • Funds reported $2.12B of iShares Core International Aggregate Bond Fund stock for Q3 2022, down 0.94% quarter-over-quarter.
  • 21 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2022 and 32 closed out, a net change of -11 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2022 was Mather Group, an estimated $69.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2022 was BlackRock, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2022.