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iShares Core International Aggregate Bond Fund

164 hedge funds and large institutions have $1.01B invested in iShares Core International Aggregate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

124% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 37

10% more funds holding

Funds holding: 149164 (+15)

9% more capital invested

Capital invested by funds: $926M → $1.01B (+$81.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.24% less ownership

Funds ownership: 58.44%56.2% (-2.2%)

Holders
164
Holders Change
+15
Holders Change %
+10.07%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
24
Increased
83
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
26
Biltmore Capital Advisors
New Jersey
$6.07M -$50.9K -920 -0.8%
SC
27
Savant Capital
Illinois
$5.7M +$203K +3,678 +4%
OC
28
Oarsman Capital
Wisconsin
$5.6M +$165K +2,980 +3%
EFSCE
29
Enterprise Financial Services Corp (EFSC)
Missouri
$5.16M +$110K +1,981 +2%
CW
30
CreativeOne Wealth
Kansas
$5.02M +$2.62M +47,356 +111%
BRWA
31
B. Riley Wealth Advisors
Florida
$4.8M +$4.52M +81,804 +1,926%
VC
32
Vicus Capital
Pennsylvania
$4.72M +$59.6K +1,078 +1%
SAM
33
Securian Asset Management
Minnesota
$4.4M
FIM
34
Freedom Investment Management
Connecticut
$4.39M -$413K -7,472 -9%
FI
35
FormulaFolio Investments
Michigan
$4.19M +$1.52M +27,485 +58%
AP
36
Appleton Partners
Massachusetts
$4.07M -$69.1K -1,250 -2%
SB
37
Suntrust Banks
Georgia
$3.77M -$255K -4,618 -6%
FF
38
Friedenthal Financial
New Jersey
$3.56M +$11.6K +210 +0.3%
GM
39
GeoWealth Management
Illinois
$3.46M +$2.87M +51,829 +510%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$3.41M +$76.6K +1,385 +2%
AssetMark Inc
41
AssetMark Inc
California
$3.25M -$318K -5,757 -9%
MFM
42
Mirsky Financial Management
New York
$3.04M +$23.9K +432 +0.8%
Citadel Advisors
43
Citadel Advisors
Florida
$2.94M +$2.92M +52,770 New
UBS Group
44
UBS Group
Switzerland
$2.9M +$579K +10,468 +25%
OIA
45
OneDigital Investment Advisors
Kansas
$2.87M -$342K -6,178 -11%
CPO
46
Cerity Partners OCIO
New York
$2.71M +$182K +3,298 +7%
CA
47
Continuum Advisory
Idaho
$2.4M +$55.5K +1,003 +2%
AWM
48
AE Wealth Management
Kansas
$2.1M +$793K +14,330 +62%
HFA
49
Huber Financial Advisors
Illinois
$2.1M +$1.74M +31,505 +521%
AG
50
Advisor Group
Arizona
$1.86M +$184K +3,327 +11%

IAGG Hedge Fund Activity: Q3 2019 in Review

164 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2019, worth a combined $1.01B — up 8.8% from $926M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IAGG positions and 9 closed out — a net gain of 15 holders — while 83 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $19.6M. The largest seller was AllianceBernstein, exiting entirely with an estimated $50.7M sold.

  • 164 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2019, up from 149 in Q2 2019.
  • Funds reported $1.01B of iShares Core International Aggregate Bond Fund stock for Q3 2019, up 8.8% quarter-over-quarter.
  • 24 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2019 and 9 closed out, a net change of +15 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2019 was BlackRock, an estimated $19.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2019 was AllianceBernstein, an estimated $50.7M sold.

Based on aggregated 13F filings for Q3 2019.