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iShares Core International Aggregate Bond Fund

299 hedge funds and large institutions have $2.14B invested in iShares Core International Aggregate Bond Fund in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 96 increasing their positions, 117 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 287299 (+12)

1.07% more ownership

Funds ownership: 61.02%62.09% (+1.1%)

3% less capital invested

Capital invested by funds: $2.2B → $2.14B (-$65.7M)

18% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 117

Holders
299
Holders Change
+12
Holders Change %
+4.18%
% of All Funds
5.04%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.39%
New
37
Increased
96
Reduced
117
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$642M +$986K +19,474 +0.2%
MMI
2
Matson Money Inc
Ohio
$424M +$11.6M +229,384 +3%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$83.4M -$721K -14,252 -0.8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$57.9M -$2.62M -51,758 -4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$53.4M +$1.87M +36,992 +4%
NEWAS
6
N.E.W. Advisory Services
Wisconsin
$38.6M +$12.2M +240,563 +45%
Osaic Holdings
7
Osaic Holdings
Arizona
$29.2M +$23.5M +464,171 +380%
LPL Financial
8
LPL Financial
California
$26.6M +$9.18M +181,313 +51%
ACM
9
Agincourt Capital Management
Virginia
$25.4M +$1.53M +30,200 +6%
BSWM
10
Boston Standard Wealth Management
Massachusetts
$24.6M +$14.9K +294 +0.1%
CAC
11
Certified Advisory Corp
Florida
$23.8M -$1.44M -28,516 -6%
PFM
12
Phillips Financial Management
Indiana
$23.5M -$4.12M -81,413 -15%
AllianceBernstein
13
AllianceBernstein
Tennessee
$20.4M -$4.1M -81,007 -17%
UCFA
14
United Capital Financial Advisors
Texas
$18.6M -$1.83M -36,219 -9%
CSIA
15
Charles Schwab Investment Advisory
California
$18.6M -$12.4M -244,117 -40%
ANB
16
Amarillo National Bank
Texas
$18M +$371K +7,322 +2%
AF
17
Allworth Financial
California
$17.8M +$928K +18,342 +5%
Jane Street
18
Jane Street
New York
$16.2M +$5.79M +114,355 +54%
Bank of America
19
Bank of America
North Carolina
$15.7M -$21.8M -430,891 -58%
CAL
20
Capital Analysts LLC
Pennsylvania
$15.5M +$15.7M +310,699 New
AF
21
Advisornet Financial
Minnesota
$15.5M -$2.99M -59,071 -16%
PFM
22
Parsec Financial Management
North Carolina
$15M +$8.17M +161,330 +115%
NI
23
NYL Investors
New York
$14.8M -$1.36M -26,800 -8%
FAAM
24
First Ascent Asset Management
Colorado
$14.8M -$560K -11,058 -4%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$14.7M +$9.62M +190,077 +180%

IAGG Hedge Fund Activity: Q2 2022 in Review

299 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2022, worth a combined $2.14B — down 3% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 24 closed out — a net gain of 13 holders — while 96 added to existing stakes and 117 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $23.5M. The largest seller was Bank of America, cutting an estimated $21.8M.

  • 299 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2022, up from 287 in Q1 2022.
  • Funds reported $2.14B of iShares Core International Aggregate Bond Fund stock for Q2 2022, down 3% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2022 and 24 closed out, a net change of +13 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2022 was Osaic Holdings, an estimated $23.5M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2022 was Bank of America, an estimated $21.8M sold.

Based on aggregated 13F filings for Q2 2022.