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iShares Core International Aggregate Bond Fund

198 hedge funds and large institutions have $1.59B invested in iShares Core International Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $1.46B → $1.59B (+$133M)

0.91% less ownership

Funds ownership: 65.92%65.01% (-0.91%)

7% less funds holding

Funds holding: 214198 (-16)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

54% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 26

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.06%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.33%
New
12
Increased
96
Reduced
60
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
26
Blueprint Investment Partners
North Carolina
$8.28M +$5.52M +99,818 +204%
AF
27
Advisornet Financial
Minnesota
$8.17M +$1.16M +20,933 +17%
DL
28
DOHJ LLC
Washington
$7.98M +$1.33M +24,079 +20%
State Street
29
State Street
Massachusetts
$7.42M
Osaic Holdings
30
Osaic Holdings
Arizona
$7.07M -$5.92M -107,137 -46%
EFSCE
31
Enterprise Financial Services Corp (EFSC)
Missouri
$6.41M -$1.33M -24,020 -17%
ACA
32
Ackerman Capital Advisors
Texas
$6.38M +$4.56M +82,471 +257%
Truist Financial
33
Truist Financial
North Carolina
$5.77M +$1.36M +24,648 +31%
RIA
34
Regal Investment Advisors
Michigan
$5.64M +$5.6M +101,273 New
BCA
35
Biltmore Capital Advisors
New Jersey
$5.56M +$1.37M +24,802 +33%
FAAM
36
First Ascent Asset Management
Colorado
$5.47M -$709K -12,827 -12%
BRWA
37
B. Riley Wealth Advisors
Florida
$5.47M +$85.7K +1,551 +2%
MWM
38
MBE Wealth Management
Wisconsin
$5.39M +$156K +2,825 +3%
SC
39
Savant Capital
Illinois
$5.37M -$425K -7,699 -7%
OIA
40
OneDigital Investment Advisors
Kansas
$5.32M +$466K +8,430 +10%
VC
41
Vicus Capital
Pennsylvania
$4.67M +$144K +2,614 +3%
MFM
42
Mirsky Financial Management
New York
$4.37M +$859K +15,550 +25%
SAM
43
Securian Asset Management
Minnesota
$4.35M +$84.3K +1,525 +2%
CFGS
44
Concourse Financial Group Securities
Alabama
$4.17M +$145K +2,618 +4%
AP
45
Appleton Partners
Massachusetts
$4.14M -$26.5K -480 -0.6%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$4.1M +$543K +9,834 +15%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$3.78M -$239K -4,323 -6%
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
$3.66M
FF
49
Friedenthal Financial
New Jersey
$3.61M -$142K -2,567 -4%
UBS Group
50
UBS Group
Switzerland
$3.6M -$324K -5,856 -8%

IAGG Hedge Fund Activity: Q2 2020 in Review

198 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2020, worth a combined $1.59B — up 9.1% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IAGG and 12 opened new positions — a net loss of 14 holders — while 60 trimmed existing stakes and 96 added.

The largest buyer was BlackRock, adding an estimated $63.4M. The largest seller was Matson Money Inc, cutting an estimated $53.3M.

  • 198 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2020, down from 214 in Q1 2020.
  • Funds reported $1.59B of iShares Core International Aggregate Bond Fund stock for Q2 2020, up 9.1% quarter-over-quarter.
  • 12 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2020 and 26 closed out, a net change of -14 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2020 was BlackRock, an estimated $63.4M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2020 was Matson Money Inc, an estimated $53.3M sold.

Based on aggregated 13F filings for Q2 2020.