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iShares Core International Aggregate Bond Fund

72 hedge funds and large institutions have $373M invested in iShares Core International Aggregate Bond Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more capital invested

Capital invested by funds: $366M → $373M (+$7.93M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 7372 (-1)

5.07% less ownership

Funds ownership: 52.68%47.61% (-5.1%)

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
32
Reduced
12
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$997K +$44.8K +853 +5%
AC
27
AFAM Capital
Texas
$955K +$951K +18,125 New
SWP
28
Strategic Wealth Partners
Ohio
$926K +$444K +8,453 +93%
RIA
29
Regal Investment Advisors
Michigan
$837K +$834K +15,885 New
AA
30
Advisory Alpha
Michigan
$742K -$1.71M -32,513 -70%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$716K
AG
32
Advisor Group
Arizona
$594K -$475K -9,044 -44%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$575K
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$571K +$52K +991 +10%
RJA
35
Raymond James & Associates
Florida
$507K +$505K +9,618 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$495K +$12.1K +230 +3%
SPC
37
Sigma Planning Corp
Michigan
$466K -$19.2K -365 -4%
VCM
38
Vivaldi Capital Management
Illinois
$464K +$11.2K +214 +2%
SG Americas Securities
39
SG Americas Securities
New York
$439K +$437K +8,328 New
Manulife (Manufacturers Life Insurance)
40
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$433K +$154K +2,928 +55%
MML Investors Services
41
MML Investors Services
Massachusetts
$408K +$57.9K +1,103 +17%
SFG
42
Summit Financial Group
West Virginia
$395K
SCA
43
Snowden Capital Advisors
New York
$379K +$378K +7,202 New
RIG
44
Roosevelt Investment Group
New York
$378K +$61.3K +1,167 +19%
VF
45
Virtu Financial
New York
$377K -$785K -14,958 -68%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$289K +$287K +5,477 New
ACM
47
AlphaStar Capital Management
North Carolina
$233K +$232K +4,424 New
HAM
48
Highstreet Asset Management
Ontario, Canada
$211K
IA
49
IFP Advisors
Florida
$186K +$177K +3,365 +2,143%
MPPLM
50
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$168K -$5.72K -109 -3%

IAGG Hedge Fund Activity: Q2 2018 in Review

72 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2018, worth a combined $373M — up 2.2% from $366M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IAGG positions and 13 closed out — a net gain of 3 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $15.8M. The largest seller was FDx Advisors, exiting entirely with an estimated $2.02M sold.

  • 72 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2018, down from 73 in Q1 2018.
  • Funds reported $373M of iShares Core International Aggregate Bond Fund stock for Q2 2018, up 2.2% quarter-over-quarter.
  • 16 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2018 and 13 closed out, a net change of +3 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $15.8M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2018 was FDx Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2018.