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iShares Core International Aggregate Bond Fund

286 hedge funds and large institutions have $2.12B invested in iShares Core International Aggregate Bond Fund in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 93 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

1.24% more ownership

Funds ownership: 62.09%63.32% (+1.2%)

1% less capital invested

Capital invested by funds: $2.14B → $2.12B (-$20.1M)

4% less funds holding

Funds holding: 299286 (-13)

23% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 120

34% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 32

Holders
286
Holders Change
-13
Holders Change %
-4.35%
% of All Funds
4.93%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.41%
New
21
Increased
93
Reduced
120
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$607M -$16.6M -331,184 -3%
MMI
2
Matson Money Inc
Ohio
$405M -$6.42M -128,213 -2%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$73.9M -$7.27M -145,133 -9%
MG
4
Mather Group
Illinois
$67.1M +$69.6M +1,388,416 New
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.9M -$4.46M -88,985 -8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$49.9M -$2M -40,001 -4%
NEWAS
7
N.E.W. Advisory Services
Wisconsin
$37.9M +$439K +8,757 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$29.3M +$1.05M +21,021 +4%
ACM
9
Agincourt Capital Management
Virginia
$24.3M -$389K -7,765 -2%
PFM
10
Phillips Financial Management
Indiana
$23M +$188K +3,748 +0.8%
BSWM
11
Boston Standard Wealth Management
Massachusetts
$22.8M -$905K -18,057 -4%
LPL Financial
12
LPL Financial
California
$22.5M -$3.47M -69,260 -13%
PFM
13
Parsec Financial Management
North Carolina
$21.3M +$6.98M +139,227 +46%
CAC
14
Certified Advisory Corp
Florida
$21M -$2.13M -42,413 -9%
Bank of America
15
Bank of America
North Carolina
$20.5M +$5.54M +110,591 +35%
CWM
16
Cahaba Wealth Management
Georgia
$18.8M +$18.5M +369,084 +1,913%
CSIA
17
Charles Schwab Investment Advisory
California
$18M -$14.6K -292 -0.1%
ANB
18
Amarillo National Bank
Texas
$17.6M +$84.9K +1,695 +0.5%
AllianceBernstein
19
AllianceBernstein
Tennessee
$16.8M -$3.15M -62,811 -15%
UCFA
20
United Capital Financial Advisors
Texas
$16.5M -$1.66M -33,187 -9%
CAL
21
Capital Analysts LLC
Pennsylvania
$15.4M +$451K +8,993 +3%
AF
22
Advisornet Financial
Minnesota
$15.4M +$461K +9,203 +3%
AF
23
Allworth Financial
California
$14.8M -$2.59M -51,740 -14%
FAAM
24
First Ascent Asset Management
Colorado
$14.8M +$442K +8,814 +3%
GWM
25
GDS Wealth Management
Texas
$14.4M +$512K +10,213 +4%

IAGG Hedge Fund Activity: Q3 2022 in Review

286 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2022, worth a combined $2.12B — down 0.94% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of IAGG and 21 opened new positions — a net loss of 11 holders — while 120 trimmed existing stakes and 93 added.

The largest buyer was Mather Group, opening a new position worth an estimated $69.6M. The largest seller was BlackRock, cutting an estimated $16.6M.

  • 286 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2022, down from 299 in Q2 2022.
  • Funds reported $2.12B of iShares Core International Aggregate Bond Fund stock for Q3 2022, down 0.94% quarter-over-quarter.
  • 21 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2022 and 32 closed out, a net change of -11 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2022 was Mather Group, an estimated $69.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2022 was BlackRock, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2022.