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iShares Core International Aggregate Bond Fund
IAGG

63 hedge funds and large institutions have $358M invested in iShares Core International Aggregate Bond Fund in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more funds holding

Funds holding: 41 → 63 (+22)

26% more capital invested

Capital invested by funds: $284M → $358M (+$74M)

2.49% less ownership

Funds ownership: 59.96% → 57.47% (-2.5%)

Holders
63
Holders Change
+22
Holders Change %
+53.66%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
21
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$35M
2
BSWM
Boston Standard Wealth Management
Massachusetts
+$10.1M
3
PFA
Pure Financial Advisors
California
+$7.02M
4
AC
AFAM Capital
Texas
+$6.6M
5
AIA
Allegis Investment Advisors
Idaho
+$5.08M

Top Sellers

Rank Fund Capital Flow
1
SAS
Sage Advisory Services
Texas
-$11.7M
2
Jane Street
Jane Street
New York
-$5.02M
3
Ameriprise
Ameriprise
Minnesota
-$1.05M
4
AG
Advisor Group
Arizona
-$943K
5
VF
Virtu Financial
New York
-$739K
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$625K – – –
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$597K +$198K +3,794 +49%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$568K – – –
VCM
29
Vivaldi Capital Management
Illinois
$448K – – –
SPC
30
Sigma Planning Corp
Michigan
$427K +$47.6K +913 +13%
SFG
31
Summit Financial Group
West Virginia
$390K – – –
PAG
32
Private Advisor Group
New Jersey
$383K -$453K -8,691 -54%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$371K +$75.4K +1,446 +25%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$351K +$938 +18 +0.3%
VF
35
Virtu Financial
New York
$343K -$739K -14,187 -68%
HighTower Advisors
36
HighTower Advisors
Illinois
$322K +$323K +6,197 New
CWM
37
Cornerstone Wealth Management
Missouri
$307K +$308K +5,909 New
MML Investors Services
38
MML Investors Services
Massachusetts
$296K +$86.8K +1,665 +41%
SHIM
39
Stone House Investment Management
Pennsylvania
$246K +$19.6K +377 +9%
HFS
40
HL Financial Services
Kentucky
$214K +$11.9K +229 +6%
RIG
41
Roosevelt Investment Group
New York
$211K +$211K +4,053 New
HAM
42
Highstreet Asset Management
Ontario, Canada
$208K +$11.7K +224 +6%
MPPLM
43
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$123K +$123K +2,356 New
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$111K +$84.6K +1,624 +322%
FAAS
45
First Allied Advisory Services
California
$111K +$112K +2,154 New
PWM
46
Paulson Wealth Management
Illinois
$91K +$91.6K +1,757 New
AA
47
Advisory Alpha
Michigan
$74K +$74K +1,419 New
PA
48
Parallel Advisors
California
$61K – – –
RCC
49
Red Cedar Capital
Nebraska
$58K +$57.6K +1,105 New
AF
50
Advisornet Financial
Minnesota
$56K +$56.5K +1,085 New
1
2
3

IAGG Hedge Fund Activity: Q4 2017 in Review

63 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2017, worth a combined $358M — up 26% from $284M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IAGG positions and 3 closed out — a net gain of 22 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $35M. The largest seller was Sage Advisory Services, cutting an estimated $11.7M.

  • 63 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2017, up from 41 in Q3 2017.
  • Funds reported $358M of iShares Core International Aggregate Bond Fund stock for Q4 2017, up 26% quarter-over-quarter.
  • 25 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2017 and 3 closed out, a net change of +22 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2017 was BlackRock, an estimated $35M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2017 was Sage Advisory Services, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2017.