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iShares Core International Aggregate Bond Fund

312 hedge funds and large institutions have $2.73B invested in iShares Core International Aggregate Bond Fund in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 123 increasing their positions, 101 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 101

6% more funds holding

Funds holding: 295312 (+17)

5% more funds holding in top 10

Funds holding in top 10: 2223 (+1)

5% more capital invested

Capital invested by funds: $2.6B → $2.73B (+$124M)

6.86% less ownership

Funds ownership: 67.42%60.57% (-6.9%)

Holders
312
Holders Change
+17
Holders Change %
+5.76%
% of All Funds
4.9%
Holding in Top 10
23
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.55%
% of All Funds
0.36%
New
41
Increased
123
Reduced
101
Closed
20
Calls
$261K
Puts
Net Calls
+$261K
Net Calls Change
+$271K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$557M +$26.5M +540,187 +5%
MMI
2
Matson Money Inc
Ohio
$419M +$185K +3,765 +0%
Jones Financial Companies
3
Jones Financial Companies
Missouri
$211M +$6.98M +142,340 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$190M +$53.9M +1,098,616 +40%
MG
5
Mather Group
Illinois
$81.7M +$3.33M +67,840 +4%
SAG
6
SageView Advisory Group
California
$62.1M +$7.59M +154,872 +14%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$59.9M +$9.7M +197,898 +19%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$56.6M +$1.29M +26,304 +2%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$48.5M -$26.5M -539,929 -35%
NEWAS
10
N.E.W. Advisory Services
Wisconsin
$44.1M +$483K +9,847 +1%
PCIA
11
Prime Capital Investment Advisors
Kansas
$35.6M +$25.1M +511,273 +243%
Osaic Holdings
12
Osaic Holdings
Arizona
$29.9M +$1.87M +38,166 +7%
LPL Financial
13
LPL Financial
California
$28.4M +$807K +16,463 +3%
Ameriprise
14
Ameriprise
Minnesota
$27.3M +$17.8M +363,510 +190%
CAN
15
Cetera Advisor Networks
California
$25.1M +$6.35M +129,514 +34%
BSWM
16
Boston Standard Wealth Management
Massachusetts
$25M +$1.35M +27,571 +6%
Bank of America
17
Bank of America
North Carolina
$24.5M +$4.05M +82,595 +20%
ANB
18
Amarillo National Bank
Texas
$22.5M +$400K +8,153 +2%
PFM
19
Phillips Financial Management
Indiana
$22.2M +$351K +7,153 +2%
Morgan Stanley
20
Morgan Stanley
New York
$21.5M -$2.27M -46,203 -10%
UBS Group
21
UBS Group
Switzerland
$20.9M +$831K +16,946 +4%
CAL
22
Capital Analysts LLC
Pennsylvania
$20.8M +$947K +19,314 +5%
CSIA
23
Charles Schwab Investment Advisory
California
$20.6M +$3.57M +72,815 +21%
CWM
24
Cahaba Wealth Management
Georgia
$20.4M +$306K +6,247 +2%
ACM
25
Agincourt Capital Management
Virginia
$20.3M -$5.86M -119,575 -22%

IAGG Hedge Fund Activity: Q2 2023 in Review

312 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2023, worth a combined $2.73B — up 4.7% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IAGG positions and 20 closed out — a net gain of 21 holders — while 123 added to existing stakes and 101 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $53.9M. The largest seller was Jane Street, cutting an estimated $64.1M.

  • 312 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2023, up from 295 in Q1 2023.
  • Funds reported $2.73B of iShares Core International Aggregate Bond Fund stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 41 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2023 and 20 closed out, a net change of +21 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2023 was JP Morgan Chase, an estimated $53.9M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2023 was Jane Street, an estimated $64.1M sold.

Based on aggregated 13F filings for Q2 2023.