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iShares Core International Aggregate Bond Fund

286 hedge funds and large institutions have $2.25B invested in iShares Core International Aggregate Bond Fund in 2021 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 117 increasing their positions, 84 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 19

39% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 84

17% more funds holding in top 10

Funds holding in top 10: 1821 (+3)

10% more funds holding

Funds holding: 260286 (+26)

2.25% more ownership

Funds ownership: 57.17%59.41% (+2.2%)

1% more capital invested

Capital invested by funds: $2.23B → $2.25B (+$15.7M)

Holders
286
Holders Change
+26
Holders Change %
+10%
% of All Funds
4.4%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
49
Increased
117
Reduced
84
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$712M +$60.2M +1,093,410 +9%
MMI
2
Matson Money Inc
Ohio
$433M +$12.6M +229,227 +3%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$80.2M -$3.13M -56,846 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$69.5M +$1.62M +29,413 +2%
Bank of America
5
Bank of America
North Carolina
$54.8M +$25.2M +457,101 +84%
NEWAS
6
N.E.W. Advisory Services
Wisconsin
$39.1M +$1.81M +32,835 +5%
Ameriprise
7
Ameriprise
Minnesota
$37.2M -$17.9M -324,534 -32%
CAC
8
Certified Advisory Corp
Florida
$30.1M +$446K +8,093 +1%
CSIA
9
Charles Schwab Investment Advisory
California
$30M +$8.14M +147,834 +37%
PFM
10
Phillips Financial Management
Indiana
$29.3M +$1.91M +34,739 +7%
PIN
11
Prudent Investors Network
California
$28.5M +$13.9M +252,252 +93%
ACM
12
Agincourt Capital Management
Virginia
$28.3M +$28.1M +510,375 New
BSWM
13
Boston Standard Wealth Management
Massachusetts
$26.2M +$1.19M +21,695 +5%
AF
14
Allworth Financial
California
$24.1M -$2.71M -49,211 -10%
UCFA
15
United Capital Financial Advisors
Texas
$24M -$1.75M -31,828 -7%
ANB
16
Amarillo National Bank
Texas
$20.9M -$1.8M -32,764 -8%
COCM
17
Charter Oak Capital Management
New Hampshire
$19.1M +$1.56M +28,242 +9%
PFA
18
Pure Financial Advisors
California
$18.8M +$843K +15,303 +5%
AF
19
Advisornet Financial
Minnesota
$18.4M +$1.06M +19,162 +6%
NI
20
NYL Investors
New York
$17.9M -$209K -3,800 -1%
PCIA
21
Prime Capital Investment Advisors
Kansas
$16.5M -$803K -14,581 -5%
FAAM
22
First Ascent Asset Management
Colorado
$16.3M +$1.28M +23,168 +8%
DWA
23
Divergent Wealth Advisors
Utah
$15.9M +$797K +14,467 +5%
Morgan Stanley
24
Morgan Stanley
New York
$15.8M +$880K +15,976 +6%
CFG
25
Compton Financial Group
Maryland
$13.5M +$429K +7,783 +3%

IAGG Hedge Fund Activity: Q4 2021 in Review

286 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2021, worth a combined $2.25B — up 0.71% from $2.23B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IAGG positions and 19 closed out — a net gain of 30 holders — while 117 added to existing stakes and 84 trimmed.

The largest buyer was BlackRock, adding an estimated $60.2M. The largest seller was Jane Street, exiting entirely with an estimated $52.9M sold.

  • 286 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2021, up from 260 in Q3 2021.
  • Funds reported $2.25B of iShares Core International Aggregate Bond Fund stock for Q4 2021, up 0.71% quarter-over-quarter.
  • 49 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2021 and 19 closed out, a net change of +30 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2021 was BlackRock, an estimated $60.2M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2021 was Jane Street, an estimated $52.9M sold.

Based on aggregated 13F filings for Q4 2021.