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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
AIP
201
Ameritas Investment Partners
Nebraska
$359K +$4.66K +95 +1%
BRWA
202
B. Riley Wealth Advisors
Florida
$344K +$342K +6,981 New
EWS
203
Evergreen Wealth Solutions
Pennsylvania
$335K +$111K +2,262 +50%
Corient Private Wealth
204
Corient Private Wealth
Florida
$334K +$27.3K +557 +9%
PAG
205
Private Advisor Group
New Jersey
$322K +$41.8K +852 +15%
NL
206
NWAM LLC
Washington
$322K
TFO
207
Tarbox Family Office
California
$320K +$2.84K +58 +0.9%
PWM
208
Perigon Wealth Management
California
$319K -$49.9K -1,018 -14%
TC
209
Tenret Company
Florida
$318K
Financial Engines Advisors
210
Financial Engines Advisors
California
$308K -$23.6K -482 -7%
CST
211
Charles Schwab Trust
Nevada
$306K +$32.7K +666 +12%
CL
212
Choreo LLC
Illinois
$304K +$303K +6,172 New
HDIM
213
Hanson & Doremus Investment Management
Vermont
$303K -$2.21K -45 -0.7%
GPA
214
Garrison Point Advisors
California
$296K -$7.35K -150 -2%
LNC
215
Lincoln National Corp
Pennsylvania
$296K +$295K +6,010 New
AAS
216
Ameritas Advisory Services
Nebraska
$294K -$668K -13,621 -69%
SC
217
Scotia Capital
Ontario, Canada
$290K
MAM
218
Milestone Asset Management
Pennsylvania
$283K +$281K +5,740 New
BCM
219
Brookstone Capital Management
Illinois
$282K +$17.5K +356 +7%
ACG
220
Allen Capital Group
Nebraska
$275K -$11K -225 -4%
CBFP
221
Cedar Brook Financial Partners
Ohio
$263K -$7.45K -152 -3%
JJBC
222
James J. Burns & Company
New York
$262K -$980K -19,981 -79%
HPM
223
Hoxton Planning & Management
West Virginia
$248K -$26.2K -535 -10%
LW
224
Linscomb Wealth
Texas
$247K +$246K +5,013 New
SFG
225
Summit Financial Group
West Virginia
$246K

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.