We are live on ! Find out more
IAGG icon

iShares Core International Aggregate Bond Fund

211 hedge funds and large institutions have $1.57B invested in iShares Core International Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 92 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 15

144% more funds holding in top 10

Funds holding in top 10: 922 (+13)

130% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 40

56% more capital invested

Capital invested by funds: $1.01B → $1.57B (+$566M)

29% more funds holding

Funds holding: 164211 (+47)

11.33% more ownership

Funds ownership: 56.2%67.53% (+11%)

Holders
211
Holders Change
+47
Holders Change %
+28.66%
% of All Funds
4.16%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.43%
New
63
Increased
92
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
26
Virtue Capital Management
Tennessee
$8.41M +$8.46M +153,476 New
State Street
27
State Street
Massachusetts
$7.88M +$7.92M +143,839 New
KCM
28
Karp Capital Management
California
$7.58M +$967K +17,560 +15%
EFSCE
29
Enterprise Financial Services Corp (EFSC)
Missouri
$7.47M +$2.42M +43,853 +47%
IC
30
Innealta Capital
Texas
$7.32M +$7.36M +133,603 New
LPL Financial
31
LPL Financial
California
$7.15M +$435K +7,892 +6%
CW
32
CreativeOne Wealth
Kansas
$7.07M +$2.15M +39,071 +43%
AF
33
Advisornet Financial
Minnesota
$6.77M +$670K +12,164 +11%
TWM
34
Trinity Wealth Management
Pennsylvania
$6.52M +$6.56M +119,026 New
DL
35
DOHJ LLC
Washington
$6.19M +$6.23M +113,011 New
SA
36
Stewardship Advisors
Pennsylvania
$6.04M +$6.08M +110,270 New
OC
37
Oarsman Capital
Wisconsin
$5.86M +$362K +6,578 +7%
BCA
38
Biltmore Capital Advisors
New Jersey
$5.71M -$254K -4,612 -4%
FAAM
39
First Ascent Asset Management
Colorado
$5.25M +$5.28M +95,892 New
SC
40
Savant Capital
Illinois
$5.22M -$375K -6,812 -7%
BRWA
41
B. Riley Wealth Advisors
Florida
$4.98M +$267K +4,847 +6%
MWM
42
MBE Wealth Management
Wisconsin
$4.92M +$4.95M +89,834 New
VC
43
Vicus Capital
Pennsylvania
$4.78M +$151K +2,745 +3%
SAM
44
Securian Asset Management
Minnesota
$4.59M +$270K +4,900 +6%
Truist Financial
45
Truist Financial
North Carolina
$4.25M +$4.28M +77,653 New
CIA
46
Compass Ion Advisors
Pennsylvania
$4.07M +$4.09M +74,261 New
AP
47
Appleton Partners
Massachusetts
$4.05M +$55K +998 +1%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$3.95M +$599K +10,879 +18%
FF
49
Friedenthal Financial
New Jersey
$3.88M +$382K +6,938 +11%
TGAM
50
TBH Global Asset Management
Tennessee
$3.86M +$3.88M +70,371 New

IAGG Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2019, worth a combined $1.57B — up 56% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IAGG positions and 15 closed out — a net gain of 48 holders — while 92 added to existing stakes and 40 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $405M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $8.82M.

  • 211 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1.57B of iShares Core International Aggregate Bond Fund stock for Q4 2019, up 56% quarter-over-quarter.
  • 63 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2019 and 15 closed out, a net change of +48 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2019 was Matson Money Inc, an estimated $405M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2019 was TRUE Private Wealth Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q4 2019.