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iShares Core International Aggregate Bond Fund

345 hedge funds and large institutions have $4.16B invested in iShares Core International Aggregate Bond Fund in 2024 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 151 increasing their positions, 101 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 18

50% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 101

7% more funds holding

Funds holding: 322345 (+23)

6% more capital invested

Capital invested by funds: $3.91B → $4.16B (+$253M)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

1% less ownership

Funds ownership: 73.01%72.01% (-1%)

Holders
345
Holders Change
+23
Holders Change %
+7.14%
% of All Funds
4.97%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
45
Increased
151
Reduced
101
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMC
201
Bear Mountain Capital
Washington
$570K -$19.9K -401 -3%
CA
202
Cetera Advisors
Colorado
$570K +$216K +4,359 +62%
KAS
203
Kestra Advisory Services
Texas
$567K -$30.7K -619 -5%
IPW
204
Intergy Private Wealth
Colorado
$565K +$32.3K +653 +6%
PTC
205
Private Trust Company
Ohio
$550K -$17.1K -345 -3%
Wealthfront Advisers
206
Wealthfront Advisers
California
$538K -$12K -242 -2%
IC
207
Innealta Capital
Texas
$525K -$7.92K -160 -1%
GJIA
208
Glass Jacobson Investment Advisors
Maryland
$512K -$7.08K -143 -1%
CST
209
Charles Schwab Trust
Nevada
$511K +$182K +3,666 +56%
KWM
210
Kingsview Wealth Management
Oregon
$508K -$21.6K -437 -4%
MPPLM
211
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$505K +$8.52K +172 +2%
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$505K +$501K +10,106 New
CIBC Asset Management
213
CIBC Asset Management
Ontario, Canada
$501K +$214K +4,319 +76%
Envestnet Portfolio Solutions
214
Envestnet Portfolio Solutions
Illinois
$486K -$96.1K -1,940 -17%
PAS
215
Park Avenue Securities
New York
$459K +$151K +3,040 +49%
ACM
216
AUA Capital Management
Pennsylvania
$456K +$452K +9,136 New
AFAS
217
Acorn Financial Advisory Services
Virginia
$447K -$75.8K -1,531 -15%
NA
218
NewEdge Advisors
Louisiana
$441K +$375K +7,574 +607%
LA
219
LexAurum Advisors
Kansas
$438K +$16.2K +328 +4%
BBNA
220
Bremer Bank National Association
Minnesota
$432K +$428K +8,648 New
Creative Planning
221
Creative Planning
Kansas
$426K -$42.4K -857 -9%
AIP
222
Ameritas Investment Partners
Nebraska
$419K +$29.5K +595 +8%
CW
223
CreativeOne Wealth
Kansas
$412K +$22K +445 +6%
Carson Wealth (CWM LLC)
224
Carson Wealth (CWM LLC)
Nebraska
$404K +$62.8K +1,267 +19%
FA
225
Flagstar Advisors
New York
$404K -$43.1K -871 -10%

IAGG Hedge Fund Activity: Q1 2024 in Review

345 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2024, worth a combined $4.16B — up 6.5% from $3.91B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IAGG positions and 18 closed out — a net gain of 27 holders — while 151 added to existing stakes and 101 trimmed.

The largest buyer was BNP Paribas Asset Management, opening a new position worth an estimated $191M. The largest seller was Financial Gravity Asset Management, cutting an estimated $251M.

  • 345 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2024, up from 322 in Q4 2023.
  • Funds reported $4.16B of iShares Core International Aggregate Bond Fund stock for Q1 2024, up 6.5% quarter-over-quarter.
  • 45 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2024 and 18 closed out, a net change of +27 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2024 was BNP Paribas Asset Management, an estimated $191M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2024 was Financial Gravity Asset Management, an estimated $251M sold.

Based on aggregated 13F filings for Q1 2024.