We are live on ! Find out more
IAGG icon

iShares Core International Aggregate Bond Fund

129 hedge funds and large institutions have $738M invested in iShares Core International Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

17% more funds holding

Funds holding: 110129 (+19)

17% more capital invested

Capital invested by funds: $630M → $738M (+$108M)

2.28% less ownership

Funds ownership: 61.49%59.21% (-2.3%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
30
Increased
49
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Securian Asset Management
Minnesota
$4.21M
VC
27
Vicus Capital
Pennsylvania
$4.2M +$97.1K +1,846 +2%
SB
28
Suntrust Banks
Georgia
$4.18M +$314K +5,969 +8%
Morgan Stanley
29
Morgan Stanley
New York
$3.88M +$90.2K +1,714 +2%
AP
30
Appleton Partners
Massachusetts
$3.81M -$40.5K -769 -1%
AssetMark Inc
31
AssetMark Inc
California
$3.33M -$151K -2,861 -4%
CFGS
32
Concourse Financial Group Securities
Alabama
$2.84M +$43.5K +826 +2%
MFM
33
Mirsky Financial Management
New York
$2.8M -$390K -7,409 -12%
Deutsche Bank
34
Deutsche Bank
Germany
$2.69M -$3.42K -65 -0.1%
HIM
35
Hanlon Investment Management
New Jersey
$2.43M +$2.39M +45,440 New
UBS Group
36
UBS Group
Switzerland
$2.24M -$239K -4,548 -10%
ACP
37
Aveo Capital Partners
Colorado
$2.24M +$279K +5,308 +14%
CPO
38
Cerity Partners OCIO
New York
$2.01M +$204K +3,873 +11%
CA
39
Continuum Advisory
Idaho
$1.94M -$27.8K -528 -1%
BAM
40
Berkshire Asset Management
Pennsylvania
$1.75M
GSWM
41
Golden State Wealth Management
California
$1.72M +$1.69M +32,170 New
AG
42
Advisor Group
Arizona
$1.59M +$38.6K +733 +3%
FI
43
FormulaFolio Investments
Michigan
$1.57M +$213K +4,051 +16%
ACG
44
Allen Capital Group
Nebraska
$1.5M +$811K +15,416 +123%
SFS
45
Sowell Financial Services
Arkansas
$1.38M +$1.36M +25,769 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.32M +$196K +3,723 +18%
SRC
47
Sage Rhino Capital
California
$1.28M +$1.26M +23,876 New
OAM
48
Occidental Asset Management
California
$1.06M +$82.5K +1,568 +9%
Kovitz Investment Group Partners
49
Kovitz Investment Group Partners
Illinois
$1.06M -$10.6K -201 -1%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
$1.03M +$472K +8,973 +85%

IAGG Hedge Fund Activity: Q1 2019 in Review

129 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2019, worth a combined $738M — up 17% from $630M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IAGG positions and 10 closed out — a net gain of 20 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $78M. The largest seller was BlackRock, cutting an estimated $47M.

  • 129 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2019, up from 110 in Q4 2018.
  • Funds reported $738M of iShares Core International Aggregate Bond Fund stock for Q1 2019, up 17% quarter-over-quarter.
  • 30 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2019 and 10 closed out, a net change of +20 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2019 was AllianceBernstein, an estimated $78M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2019 was BlackRock, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2019.