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iShares Core International Aggregate Bond Fund

315 hedge funds and large institutions have $2.51B invested in iShares Core International Aggregate Bond Fund in 2022 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

26% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 100

19% more capital invested

Capital invested by funds: $2.12B → $2.51B (+$395M)

10% more funds holding

Funds holding: 286315 (+29)

0.88% less ownership

Funds ownership: 63.32%62.44% (-0.88%)

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

Holders
315
Holders Change
+29
Holders Change %
+10.14%
% of All Funds
5.06%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.35%
New
57
Increased
126
Reduced
100
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$648M +$52.6M +1,076,475 +9%
MMI
2
Matson Money Inc
Ohio
$402M +$3.32M +67,960 +0.8%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$193M +$184M +3,762,713 +1,310%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$75.5M +$2.82M +57,775 +4%
MG
5
Mather Group
Illinois
$70.5M +$4.64M +95,013 +7%
Bank of America
6
Bank of America
North Carolina
$57.5M +$38.3M +783,725 +184%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$55.2M +$4.3M +88,032 +8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$51.3M +$2.32M +47,510 +5%
SAG
9
SageView Advisory Group
California
$38.8M +$39.9M +816,556 New
NEWAS
10
N.E.W. Advisory Services
Wisconsin
$38.8M +$1.52M +31,040 +4%
Morgan Stanley
11
Morgan Stanley
New York
$30M +$22.6M +463,478 +276%
Osaic Holdings
12
Osaic Holdings
Arizona
$27.3M -$1.63M -33,397 -5%
ACM
13
Agincourt Capital Management
Virginia
$24.8M +$960K +19,650 +4%
LPL Financial
14
LPL Financial
California
$23.6M +$1.52M +31,227 +7%
BSWM
15
Boston Standard Wealth Management
Massachusetts
$23.5M +$1.06M +21,712 +5%
PFM
16
Phillips Financial Management
Indiana
$21.1M -$1.61M -32,898 -7%
CAC
17
Certified Advisory Corp
Florida
$20.8M +$169K +3,452 +0.8%
PFM
18
Parsec Financial Management
North Carolina
$19.4M -$1.63M -33,324 -8%
CWM
19
Cahaba Wealth Management
Georgia
$19M +$556K +11,391 +3%
UBS Group
20
UBS Group
Switzerland
$18.6M +$10.7M +218,302 +126%
AllianceBernstein
21
AllianceBernstein
Tennessee
$18.4M +$1.94M +39,753 +11%
CAN
22
Cetera Advisor Networks
California
$18M +$18.2M +371,836 +5,128%
CAL
23
Capital Analysts LLC
Pennsylvania
$17.6M +$2.49M +50,986 +16%
CSIA
24
Charles Schwab Investment Advisory
California
$16.9M -$877K -17,954 -5%
State Street
25
State Street
Massachusetts
$16.1M +$4.68M +95,751 +40%

IAGG Hedge Fund Activity: Q4 2022 in Review

315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2022, worth a combined $2.51B — up 19% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IAGG positions and 24 closed out — a net gain of 33 holders — while 126 added to existing stakes and 100 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $184M. The largest seller was Raymond James Financial Services Advisors, cutting an estimated $10.9M.

  • 315 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2022, up from 286 in Q3 2022.
  • Funds reported $2.51B of iShares Core International Aggregate Bond Fund stock for Q4 2022, up 19% quarter-over-quarter.
  • 57 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2022 and 24 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2022 was Jones Financial Companies, an estimated $184M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2022.