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iShares Core International Aggregate Bond Fund
IAGG

208 hedge funds and large institutions have $1.68B invested in iShares Core International Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 40

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $1.59B → $1.68B (+$92M)

5% more funds holding

Funds holding: 198 → 208 (+10)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

10.32% less ownership

Funds ownership: 65.01% → 54.69% (-10%)

Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
33
Increased
108
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$58.2M
2
Jane Street
Jane Street
New York
+$15.3M
3
AF
Allworth Financial
California
+$12.6M
4
Ameriprise
Ameriprise
Minnesota
+$12.3M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$9.51M

Top Sellers

Rank Fund Capital Flow
1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$17.2M
2
Citadel Advisors
Citadel Advisors
Florida
-$10M
3
RIA
Regal Investment Advisors
Michigan
-$5.64M
4
CSIA
Charles Schwab Investment Advisory
California
-$3.22M
5
MMI
Matson Money Inc
Ohio
-$2.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Advisornet Financial
Minnesota
$8.88M +$716K +12,858 +9%
FIM
27
Freedom Investment Management
Connecticut
$8.8M -$703K -12,625 -7%
DL
28
DOHJ LLC
Washington
$8.4M +$423K +7,606 +5%
State Street
29
State Street
Massachusetts
$8.12M +$703K +12,631 +9%
EFSCE
30
Enterprise Financial Services Corp (EFSC)
Missouri
$8.02M +$1.62M +29,023 +25%
LB
31
Leo Brokerage
Texas
$7.46M +$7.46M +134,062 New
Osaic Holdings
32
Osaic Holdings
Arizona
$6.72M -$340K -6,114 -5%
ACA
33
Ackerman Capital Advisors
Texas
$6.58M +$210K +3,772 +3%
FAAM
34
First Ascent Asset Management
Colorado
$6.58M +$1.11M +20,001 +20%
Truist Financial
35
Truist Financial
North Carolina
$6.18M +$408K +7,329 +7%
OIA
36
OneDigital Investment Advisors
Kansas
$6.09M +$777K +13,964 +15%
BCA
37
Biltmore Capital Advisors
New Jersey
$5.87M +$305K +5,475 +5%
BRWA
38
B. Riley Wealth Advisors
Florida
$5.6M +$130K +2,336 +2%
MWM
39
MBE Wealth Management
Wisconsin
$5.4M +$7.13K +128 +0.1%
SC
40
Savant Capital
Illinois
$5.28M -$90.1K -1,618 -2%
VC
41
Vicus Capital
Pennsylvania
$5.24M +$569K +10,216 +12%
SAM
42
Securian Asset Management
Minnesota
$4.87M +$518K +9,300 +12%
LPL Financial
43
LPL Financial
California
$4.66M +$2.04M +36,579 +77%
MFM
44
Mirsky Financial Management
New York
$4.53M +$154K +2,771 +4%
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$4.48M +$385K +6,910 +9%
AP
46
Appleton Partners
Massachusetts
$4.31M +$169K +3,035 +4%
CFGS
47
Concourse Financial Group Securities
Alabama
$4.28M +$107K +1,926 +3%
FF
48
Friedenthal Financial
New Jersey
$4.17M +$559K +10,045 +16%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$4.02M +$241K +4,325 +6%
CPO
50
Cerity Partners OCIO
New York
$3.95M +$566K +10,169 +17%
1
2
3 4 5

IAGG Hedge Fund Activity: Q3 2020 in Review

208 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2020, worth a combined $1.68B — up 5.8% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IAGG positions and 17 closed out — a net gain of 16 holders — while 108 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $58.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $17.2M.

  • 208 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2020, up from 198 in Q2 2020.
  • Funds reported $1.68B of iShares Core International Aggregate Bond Fund stock for Q3 2020, up 5.8% quarter-over-quarter.
  • 33 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2020 and 17 closed out, a net change of +16 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2020 was BlackRock, an estimated $58.2M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2020.