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iShares Core International Aggregate Bond Fund
IAGG

149 hedge funds and large institutions have $926M invested in iShares Core International Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 22

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

26% more capital invested

Capital invested by funds: $738M → $926M (+$189M)

16% more funds holding

Funds holding: 129 → 149 (+20)

0.77% less ownership

Funds ownership: 59.21% → 58.44% (-0.77%)

Holders
149
Holders Change
+20
Holders Change %
+15.5%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
35
Increased
77
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$119M
2
BlackRock
BlackRock
New York
+$75.8M
3
EA
Evergreen Advisors
Tennessee
+$8.53M
4
SC
Savant Capital
Illinois
+$5.27M
5
KCM
Karp Capital Management
California
+$5.12M

Top Sellers

Rank Fund Capital Flow
1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$37M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$29.5M
3
Ameriprise
Ameriprise
Minnesota
-$26.3M
4
ACP
Aveo Capital Partners
Colorado
-$2.24M
5
TC
TownSquare Capital
Utah
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
26
Enterprise Financial Services Corp (EFSC)
Missouri
$4.93M +$239K +4,468 +5%
Morgan Stanley
27
Morgan Stanley
New York
$4.74M +$776K +14,501 +20%
FIM
28
Freedom Investment Management
Connecticut
$4.7M -$310K -5,796 -6%
VC
29
Vicus Capital
Pennsylvania
$4.55M +$331K +6,181 +8%
SAM
30
Securian Asset Management
Minnesota
$4.29M – – –
AP
31
Appleton Partners
Massachusetts
$4.04M +$156K +2,915 +4%
SB
32
Suntrust Banks
Georgia
$4.01M -$167K -3,117 -4%
AssetMark Inc
33
AssetMark Inc
California
$3.48M +$93.9K +1,754 +3%
FF
34
Friedenthal Financial
New Jersey
$3.47M +$3.4M +63,619 New
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$3.25M +$3.2M +59,763 New
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$3.15M +$2.02M +37,794 +194%
OIA
37
OneDigital Investment Advisors
Kansas
$3.14M +$3.06M +57,115 +9,899%
CFGS
38
Concourse Financial Group Securities
Alabama
$2.96M +$65.9K +1,232 +2%
MFM
39
Mirsky Financial Management
New York
$2.94M +$92.1K +1,721 +3%
HIM
40
Hanlon Investment Management
New Jersey
$2.9M +$415K +7,747 +17%
TC
41
TownSquare Capital
Utah
$2.82M -$2M -37,454 -42%
FI
42
FormulaFolio Investments
Michigan
$2.59M +$972K +18,171 +62%
CPO
43
Cerity Partners OCIO
New York
$2.47M +$410K +7,665 +20%
CW
44
CreativeOne Wealth
Kansas
$2.32M +$1.7M +31,693 +291%
CA
45
Continuum Advisory
Idaho
$2.3M +$307K +5,739 +16%
UBS Group
46
UBS Group
Switzerland
$2.27M -$18.5K -345 -0.8%
WP
47
WealthSource Partners
California
$2.19M +$2.15M +40,260 New
CCFM
48
Clear Creek Financial Management
Washington
$2.15M +$2.11M +39,510 New
AG
49
Advisor Group
Arizona
$1.63M +$15.7K +293 +1%
Deutsche Bank
50
Deutsche Bank
Germany
$1.6M -$1.12M -20,935 -42%
1
2
3 4 5

IAGG Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2019, worth a combined $926M — up 26% from $738M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IAGG positions and 12 closed out — a net gain of 23 holders — while 77 added to existing stakes and 22 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $119M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $37M sold.

  • 149 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2019, up from 129 in Q1 2019.
  • Funds reported $926M of iShares Core International Aggregate Bond Fund stock for Q2 2019, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2019 and 12 closed out, a net change of +23 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2019 was Allworth Financial, an estimated $119M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2019 was Mackenzie Financial, an estimated $37M sold.

Based on aggregated 13F filings for Q2 2019.