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iShares Core International Aggregate Bond Fund

287 hedge funds and large institutions have $2.2B invested in iShares Core International Aggregate Bond Fund in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 99 increasing their positions, 108 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1.61% more ownership

Funds ownership: 59.41%61.02% (+1.6%)

0% more funds holding

Funds holding: 286287 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2121 (0)

2% less capital invested

Capital invested by funds: $2.25B → $2.2B (-$42.5M)

8% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 108

Holders
287
Holders Change
+1
Holders Change %
+0.35%
% of All Funds
4.53%
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
37
Increased
99
Reduced
108
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$671M -$10.1M -190,696 -1%
MMI
2
Matson Money Inc
Ohio
$432M +$17.9M +336,838 +4%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$88.1M +$11.7M +219,369 +15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$63.3M -$3.18M -59,703 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$54M +$52.4M +984,704 +1,944%
Bank of America
6
Bank of America
North Carolina
$38.9M -$13.8M -258,648 -26%
CSIA
7
Charles Schwab Investment Advisory
California
$32.2M +$3.54M +66,553 +12%
NEWAS
8
N.E.W. Advisory Services
Wisconsin
$29.3M -$9.76M -183,326 -26%
PFM
9
Phillips Financial Management
Indiana
$28.9M +$894K +16,798 +3%
CAC
10
Certified Advisory Corp
Florida
$26.4M -$2.48M -46,657 -8%
AllianceBernstein
11
AllianceBernstein
Tennessee
$25.6M +$26.1M +490,834 New
BSWM
12
Boston Standard Wealth Management
Massachusetts
$25.5M +$517K +9,707 +2%
ACM
13
Agincourt Capital Management
Virginia
$25M -$1.65M -30,950 -6%
PFA
14
Pure Financial Advisors
California
$21.8M +$3.96M +74,347 +22%
UCFA
15
United Capital Financial Advisors
Texas
$21.4M -$1.58M -29,666 -7%
AF
16
Advisornet Financial
Minnesota
$19.3M +$1.73M +32,540 +10%
ANB
17
Amarillo National Bank
Texas
$18.5M -$1.58M -29,602 -8%
LPL Financial
18
LPL Financial
California
$18.4M +$7.87M +147,872 +72%
AF
19
Allworth Financial
California
$17.7M -$5.48M -103,011 -23%
NI
20
NYL Investors
New York
$16.9M -$197K -3,700 -1%
PCIA
21
Prime Capital Investment Advisors
Kansas
$16.5M -$5.59K -105 -0%
PIN
22
Prudent Investors Network
California
$16.3M -$11.2M -210,260 -40%
FAAM
23
First Ascent Asset Management
Colorado
$16M +$469K +8,810 +3%
COCM
24
Charter Oak Capital Management
New Hampshire
$16M -$2.31M -43,370 -12%
DWA
25
Divergent Wealth Advisors
Utah
$15.6M +$445K +8,365 +3%

IAGG Hedge Fund Activity: Q1 2022 in Review

287 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2022, worth a combined $2.2B — down 1.9% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 31 closed out — a net gain of 6 holders — while 99 added to existing stakes and 108 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $52.4M. The largest seller was Ameriprise, cutting an estimated $26.6M.

  • 287 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2022, up from 286 in Q4 2021.
  • Funds reported $2.2B of iShares Core International Aggregate Bond Fund stock for Q1 2022, down 1.9% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2022 and 31 closed out, a net change of +6 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2022 was Commonwealth Equity Services, an estimated $52.4M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2022 was Ameriprise, an estimated $26.6M sold.

Based on aggregated 13F filings for Q1 2022.