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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
MWM
201
MBE Wealth Management
Wisconsin
$506K -$7.46K -151 -1%
COCM
202
Charter Oak Capital Management
New Hampshire
$504K -$634K -12,834 -56%
OWA
203
Octavia Wealth Advisors
Ohio
$502K +$498K +10,075 New
MPPLM
204
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$495K -$69.2K -1,401 -12%
Creative Planning
205
Creative Planning
Kansas
$467K -$96.9K -1,961 -17%
GRP
206
Global Retirement Partners
California
$455K +$31.7K +641 +7%
FA
207
Flagstar Advisors
New York
$446K -$1.98K -40 -0.4%
LA
208
LexAurum Advisors
Kansas
$420K -$43.7K -884 -9%
FAIM
209
Financial Advocates Investment Management
Washington
$418K +$12.6K +256 +3%
RB
210
Renasant Bank
Mississippi
$416K +$420K +8,508 New
LNC
211
Lincoln National Corp
Pennsylvania
$399K +$25.2K +510 +7%
MFG
212
Merit Financial Group
Georgia
$391K -$21.5K -435 -5%
CW
213
CreativeOne Wealth
Kansas
$388K -$47.4K -959 -11%
AIP
214
Ameritas Investment Partners
Nebraska
$388K +$14K +283 +4%
SAM
215
Smartleaf Asset Management
Massachusetts
$375K +$372K +7,522 New
CPG
216
Cornerstone Planning Group
New Jersey
$374K -$60.8K -1,231 -14%
CWA
217
Clarus Wealth Advisors
Arizona
$372K +$374K +7,569 New
RCAG
218
Rehmann Capital Advisory Group
Michigan
$355K -$105K -2,120 -23%
CA
219
Cetera Advisors
Colorado
$351K +$70.1K +1,418 +25%
PAG
220
Private Advisor Group
New Jersey
$345K +$30.1K +610 +10%
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$339K +$222K +4,493 +193%
AWM
222
Avaii Wealth Management
Wisconsin
$335K +$70.3K +1,422 +27%
Renaissance Technologies
223
Renaissance Technologies
New York
$333K +$330K +6,678 New
CST
224
Charles Schwab Trust
Nevada
$327K -$10.1K -204 -3%
TFO
225
Tarbox Family Office
California
$326K -$22.7K -460 -7%

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.