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iShares Core International Aggregate Bond Fund
IAGG

110 hedge funds and large institutions have $630M invested in iShares Core International Aggregate Bond Fund in 2018 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 41 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

105% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 20

51% more capital invested

Capital invested by funds: $418M → $630M (+$211M)

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

21% more funds holding

Funds holding: 91 → 110 (+19)

13% more ownership

Funds ownership: 48.49% → 61.49% (+13%)

Holders
110
Holders Change
+19
Holders Change %
+20.88%
% of All Funds
2.45%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
35
Increased
41
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$102M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$34.8M
3
Ameriprise
Ameriprise
Minnesota
+$15.7M
4
NI
NYL Investors
New York
+$14.6M
5
PFA
Pure Financial Advisors
California
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
DWA
Divergent Wealth Advisors
Utah
-$6.01M
2
ACI
Alpha Cubed Investments
California
-$5.02M
3
WAAG
Wealth Alliance Advisory Group
Kansas
-$3.27M
4
Jane Street
Jane Street
New York
-$3.21M
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$3.57M +$372K +7,128 +12%
HighTower Advisors
27
HighTower Advisors
Illinois
$3.46M +$3.19M +61,241 +1,204%
AssetMark Inc
28
AssetMark Inc
California
$3.4M -$401K -7,701 -11%
MFM
29
Mirsky Financial Management
New York
$3.12M +$3.11M +59,694 New
CFGS
30
Concourse Financial Group Securities
Alabama
$2.73M +$2.17M +41,559 +389%
Deutsche Bank
31
Deutsche Bank
Germany
$2.63M +$2.63M +50,425 New
UBS Group
32
UBS Group
Switzerland
$2.43M +$688K +13,200 +40%
CA
33
Continuum Advisory
Idaho
$1.93M +$78.7K +1,510 +4%
ACP
34
Aveo Capital Partners
Colorado
$1.91M +$1.91M +36,658 New
CPO
35
Cerity Partners OCIO
New York
$1.76M +$396K +7,597 +29%
BAM
36
Berkshire Asset Management
Pennsylvania
$1.7M – – –
AG
37
Advisor Group
Arizona
$1.51M +$470K +9,010 +45%
FTUS
38
Flow Traders U.S.
New York
$1.34M +$1.34M +25,688 New
FI
39
FormulaFolio Investments
Michigan
$1.32M – – –
Nomura Asset Management
40
Nomura Asset Management
Japan
$1.3M – – –
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.09M +$47.7K +916 +5%
Kovitz Investment Group Partners
42
Kovitz Investment Group Partners
Illinois
$1.04M +$1.04M +19,946 New
OAM
43
Occidental Asset Management
California
$954K +$81.9K +1,572 +9%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$847K +$165K +3,156 +24%
SCA
45
Snowden Capital Advisors
New York
$754K +$105K +2,023 +16%
UCFA
46
United Capital Financial Advisors
Texas
$728K +$727K +13,951 New
ACG
47
Allen Capital Group
Nebraska
$655K +$654K +12,552 New
MML Investors Services
48
MML Investors Services
Massachusetts
$652K -$454K -8,703 -41%
KWM
49
Kingsview Wealth Management
Oregon
$587K -$295K -5,669 -34%
IDA
50
Intelligence Driven Advisers
California
$558K +$557K +10,684 New
1
2
3 4 5

IAGG Hedge Fund Activity: Q4 2018 in Review

110 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2018, worth a combined $630M — up 51% from $418M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IAGG positions and 14 closed out — a net gain of 21 holders — while 41 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $102M. The largest seller was Divergent Wealth Advisors, cutting an estimated $6.01M.

  • 110 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2018, up from 91 in Q3 2018.
  • Funds reported $630M of iShares Core International Aggregate Bond Fund stock for Q4 2018, up 51% quarter-over-quarter.
  • 35 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2018 and 14 closed out, a net change of +21 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2018 was BlackRock, an estimated $102M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2018 was Divergent Wealth Advisors, an estimated $6.01M sold.

Based on aggregated 13F filings for Q4 2018.