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iShares Core International Aggregate Bond Fund

322 hedge funds and large institutions have $3.91B invested in iShares Core International Aggregate Bond Fund in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 144 increasing their positions, 93 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

55% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 93

33% more capital invested

Capital invested by funds: $2.93B → $3.91B (+$980M)

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

7% more funds holding

Funds holding: 300322 (+22)

6.32% more ownership

Funds ownership: 66.69%73.01% (+6.3%)

Holders
322
Holders Change
+22
Holders Change %
+7.33%
% of All Funds
4.69%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
55
Increased
144
Reduced
93
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$689M +$118M +2,397,376 +21%
Financial Engines Advisors
2
Financial Engines Advisors
California
$574M +$570M +11,529,466 New
MMI
3
Matson Money Inc
Ohio
$414M -$11.8M -238,348 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$261M -$12.8M -258,321 -5%
Jones Financial Companies
5
Jones Financial Companies
Missouri
$228M +$9.85M +199,430 +5%
FGAM
6
Financial Gravity Asset Management
Texas
$141M +$20.7M +419,289 +8%
SC
7
Syon Capital
California
$109M +$59.7M +1,208,215 +122%
MG
8
Mather Group
Illinois
$89.7M +$3.72M +75,253 +4%
SAG
9
SageView Advisory Group
California
$84.8M -$66M -1,336,170 Closed
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$64.1M +$2.65M +53,574 +4%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$63.8M +$13.2M +267,206 +26%
Bank of America
12
Bank of America
North Carolina
$54.2M +$28.3M +573,656 +111%
Morgan Stanley
13
Morgan Stanley
New York
$48.3M +$26M +525,258 +118%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$47.9M -$1.62M -32,714 -3%
NEWAS
15
N.E.W. Advisory Services
Wisconsin
$44.7M +$57.6K +1,165 +0.1%
PCIA
16
Prime Capital Investment Advisors
Kansas
$35.5M +$742K +15,023 +2%
Osaic Holdings
17
Osaic Holdings
Arizona
$33.7M +$1.9M +38,375 +6%
LPL Financial
18
LPL Financial
California
$30.3M +$2.29M +46,363 +8%
SC
19
Savant Capital
Illinois
$26.9M +$9.82M +198,780 +58%
BSWM
20
Boston Standard Wealth Management
Massachusetts
$25.3M
CSIA
21
Charles Schwab Investment Advisory
California
$24.6M +$1.84M +37,145 +8%
CAL
22
Capital Analysts LLC
Pennsylvania
$23.2M +$224K +4,534 +1%
ANB
23
Amarillo National Bank
Texas
$22.7M
CWM
24
Cahaba Wealth Management
Georgia
$22.1M +$865K +17,502 +4%
PFM
25
Phillips Financial Management
Indiana
$21.7M -$632K -12,784 -3%

IAGG Hedge Fund Activity: Q4 2023 in Review

322 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2023, worth a combined $3.91B — up 33% from $2.93B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IAGG positions and 30 closed out — a net gain of 25 holders — while 144 added to existing stakes and 93 trimmed.

The largest buyer was Financial Engines Advisors, opening a new position worth an estimated $570M. The largest seller was SageView Advisory Group, exiting entirely with an estimated $66M sold.

  • 322 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2023, up from 300 in Q3 2023.
  • Funds reported $3.91B of iShares Core International Aggregate Bond Fund stock for Q4 2023, up 33% quarter-over-quarter.
  • 55 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2023 and 30 closed out, a net change of +25 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2023 was Financial Engines Advisors, an estimated $570M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2023 was SageView Advisory Group, an estimated $66M sold.

Based on aggregated 13F filings for Q4 2023.