iShares Core International Aggregate Bond Fund
IAGG
214 hedge funds and large institutions have $1.46B invested in iShares Core International Aggregate Bond Fund in 2020 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 80 increasing their positions, 76 reducing their positions, and 23 closing their positions.
39% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 23
1% more funds holding
Funds holding: 211 → 214 (+3)
5% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 76
1.61% less ownership
Funds ownership: 67.53% → 65.92% (-1.6%)
7% less capital invested
Capital invested by funds: $1.57B → $1.46B (-$116M)
18% less funds holding in top 10
Funds holding in top 10: 22 → 18 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$7.37M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$6.88M |
| 3 |
Barclays
London,
United Kingdom
|
+$3.25M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$3.17M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWS
Insight Wealth Strategies
San Ramon,
California
|
-$11.1M |
| 2 |
DWA
Divergent Wealth Advisors
South Jordan,
Utah
|
-$10.7M |
| 3 |
EA
Evergreen Advisors
Chattanooga,
Tennessee
|
-$9.27M |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$8.41M |
| 5 |
IC
Innealta Capital
Austin,
Texas
|
-$7.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
226
Flow Traders U.S.
New York
| – | -$931K | -17,001 | Closed |
|
227
Kovitz Investment Group Partners
Chicago,
Illinois
| – | -$899K | -16,402 | Closed |
|
228
Mariner
Overland Park,
Kansas
| – | -$633K | -11,556 | Closed |
|
|
DSA
229
Droms Strauss Advisors
St. Louis,
Missouri
| – | -$488K | -8,909 | Closed |
|
|
WU
230
Wealthsimple US
Brooklyn,
New York
| – | -$412K | -7,522 | Closed |
|
|
RIA
231
Regal Investment Advisors
Kentwood,
Michigan
| – | -$364K | -6,652 | Closed |
|
|
JC
232
Jentner Corp
Akron,
Ohio
| – | -$301K | -5,490 | Closed |
|
|
IAA
233
Independent Advisor Alliance
Charlotte,
North Carolina
| – | -$259K | -4,736 | Closed |
|
|
LWM
234
Laidlaw Wealth Management
New York City,
New York
| – | -$251K | -4,577 | Closed |
|
|
CWM
235
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$240K | -4,376 | Closed |
|
|
WFA
236
Wade Financial Advisory
Campbell,
California
| – | -$238K | -4,335 | Closed |
|
|
CS
237
Capital Square
Chattanooga,
Tennessee
| – | -$205K | -3,755 | Closed |
|
|
RIA
238
Realta Investment Advisors
Wilmington,
Delaware
| – | -$8K | -150 | Closed |
|
IAGG Hedge Fund Activity: Q1 2020 in Review
214 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2020, worth a combined $1.46B — down 7.4% from $1.57B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IAGG positions and 23 closed out — a net gain of 9 holders — while 80 added to existing stakes and 76 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $7.37M. The largest seller was Insight Wealth Strategies, cutting an estimated $11.1M.
- 214 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2020, up from 211 in Q4 2019.
- Funds reported $1.46B of iShares Core International Aggregate Bond Fund stock for Q1 2020, down 7.4% quarter-over-quarter.
- 32 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2020 and 23 closed out, a net change of +9 holders.
- The largest iShares Core International Aggregate Bond Fund buyer in Q1 2020 was Charles Schwab Investment Advisory, an estimated $7.37M added.
- The largest iShares Core International Aggregate Bond Fund seller in Q1 2020 was Insight Wealth Strategies, an estimated $11.1M sold.
Based on aggregated 13F filings for Q1 2020.