iShares Core International Aggregate Bond Fund
IAGG
29 hedge funds and large institutions have $190M invested in iShares Core International Aggregate Bond Fund in 2017 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 2 closing their positions.
550% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 2
233% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 3
45% more funds holding
Funds holding: 20 → 29 (+9)
8% less capital invested
Capital invested by funds: $208M → $190M (-$17.4M)
11.99% less ownership
Funds ownership: 86.99% → 75% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$155M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$6.52M |
| 3 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
+$1.74M |
| 4 |
PFM
Phillips Financial Management
Fort Wayne,
Indiana
|
+$898K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$811K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.01M |
| 2 |
CFP
Cornerstone Financial Partners
Huntersville,
North Carolina
|
-$1.06M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$115K |
| 4 |
RWG
Regal Wealth Group
Seal Beach,
California
|
-$45.7K |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $21K | +$20.9K | +406 | New |
|
27
Morgan Stanley
New York
| $10K | +$10.3K | +200 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $8K | – | – | – |
|
|
VCM
29
Vivaldi Capital Management
Chicago,
Illinois
| $207 | +$206K | +3,993 | New |
|
|
CFP
30
Cornerstone Financial Partners
Huntersville,
North Carolina
| – | -$1.06M | -20,466 | Closed |
|
|
31
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$26K | -494 | Closed |
|
IAGG Hedge Fund Activity: Q1 2017 in Review
29 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2017, worth a combined $190M — down 8.4% from $208M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IAGG positions and 2 closed out — a net gain of 11 holders — while 10 added to existing stakes and 3 trimmed.
The largest buyer was BlackRock, adding an estimated $155M. The largest seller was UBS Group, cutting an estimated $4.01M.
- 29 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2017, up from 20 in Q4 2016.
- Funds reported $190M of iShares Core International Aggregate Bond Fund stock for Q1 2017, down 8.4% quarter-over-quarter.
- 13 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2017 and 2 closed out, a net change of +11 holders.
- The largest iShares Core International Aggregate Bond Fund buyer in Q1 2017 was BlackRock, an estimated $155M added.
- The largest iShares Core International Aggregate Bond Fund seller in Q1 2017 was UBS Group, an estimated $4.01M sold.
Based on aggregated 13F filings for Q1 2017.