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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
BSWA
201
Bromfield Sneider Wealth Advisors
Massachusetts
$355K
Mariner
202
Mariner
Kansas
$345K -$69.5K -1,424 -16%
CA
203
Corrado Advisors
New Jersey
$342K -$342 -7 -0.1%
CWA
204
Clarus Wealth Advisors
Arizona
$337K +$40.4K +827 +13%
ONB
205
Old National Bancorp
Indiana
$334K +$99K +2,027 +41%
HPM
206
Hoxton Planning & Management
West Virginia
$323K +$332K +6,796 New
AIP
207
Ameritas Investment Partners
Nebraska
$319K +$153K +3,136 +88%
NL
208
NWAM LLC
Washington
$310K
TFO
209
Tarbox Family Office
California
$307K +$109K +2,227 +53%
TC
210
Tenret Company
Florida
$307K -$3.59M -73,501 -92%
KFP
211
KMG Fiduciary Partners
Ohio
$297K +$305K +6,254 New
GPA
212
Garrison Point Advisors
California
$293K
VCM
213
Vivaldi Capital Management
Illinois
$288K -$1.27K -26 -0.4%
IA
214
IFP Advisors
Florida
$284K +$200K +4,090 +421%
Wealthfront Advisers
215
Wealthfront Advisers
California
$282K +$290K +5,935 New
SC
216
Scotia Capital
Ontario, Canada
$280K
MPW
217
MGO Private Wealth
California
$261K -$2.88K -59 -1%
GVAG
218
Great Valley Advisor Group
Delaware
$255K +$262K +5,361 New
CBFP
219
Cedar Brook Financial Partners
Ohio
$253K -$11.9K -243 -4%
AM
220
AGF Management
Ontario, Canada
$252K +$259K +5,297 New
TCM
221
Traynor Capital Management
Pennsylvania
$250K +$19.4K +398 +8%
IWP
222
Insight Wealth Partners
Texas
$238K -$195 -4 -0.1%
SFG
223
Summit Financial Group
West Virginia
$238K
Qube Research & Technologies (QRT)
224
Qube Research & Technologies (QRT)
United Kingdom
$235K +$242K +4,950 New
EA
225
Echo45 Advisors
California
$234K +$241K +4,926 New

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.