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iShares Core International Aggregate Bond Fund
IAGG

239 hedge funds and large institutions have $1.85B invested in iShares Core International Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

106% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 50

33% more funds holding in top 10

Funds holding in top 10: 15 → 20 (+5)

15% more funds holding

Funds holding: 208 → 239 (+31)

10% more capital invested

Capital invested by funds: $1.68B → $1.85B (+$165M)

0.8% more ownership

Funds ownership: 54.69% → 55.49% (+0.8%)

Holders
239
Holders Change
+31
Holders Change %
+14.9%
% of All Funds
4.23%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
49
Increased
103
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$60.5M
2
GWM
Geneos Wealth Management
Colorado
+$28.2M
3
RIA
Regal Investment Advisors
Michigan
+$9.81M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.58M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
+$5.29M

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$25.2M
2
Jane Street
Jane Street
New York
-$15.3M
3
BIP
Blueprint Investment Partners
North Carolina
-$8.97M
4
State Street
State Street
Massachusetts
-$8.12M
5
HR
Hayden Royal
North Carolina
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Karp Capital Management
California
$10.6M +$91.7K +1,641 +0.9%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$10M -$76.7K -1,372 -0.8%
RIA
28
Regal Investment Advisors
Michigan
$9.87M +$9.81M +175,618 New
Osaic Holdings
29
Osaic Holdings
Arizona
$9.4M +$2.59M +46,406 +38%
FIM
30
Freedom Investment Management
Connecticut
$8.42M -$471K -8,426 -5%
AF
31
Advisornet Financial
Minnesota
$8.25M -$722K -12,924 -8%
DL
32
DOHJ LLC
Washington
$8.24M -$129K -2,307 -2%
EFSCE
33
Enterprise Financial Services Corp (EFSC)
Missouri
$8.1M -$4.19K -75 -0.1%
FAAM
34
First Ascent Asset Management
Colorado
$7.86M +$1.21M +21,605 +18%
SA
35
Stewardship Advisors
Pennsylvania
$7.21M +$3.57M +63,920 +99%
FGAM
36
Financial Gravity Asset Management
Texas
$7.13M +$7.08M +126,623 New
Truist Financial
37
Truist Financial
North Carolina
$6.99M +$742K +13,284 +12%
ACA
38
Ackerman Capital Advisors
Texas
$6.79M +$137K +2,450 +2%
BRWA
39
B. Riley Wealth Advisors
Florida
$6.21M +$547K +9,792 +10%
MML Investors Services
40
MML Investors Services
Massachusetts
$6.18M +$5.28M +94,558 +611%
AFG
41
Arkansas Financial Group
Arkansas
$6.16M +$3.09M +55,365 +102%
MWM
42
MBE Wealth Management
Wisconsin
$6.03M +$581K +10,389 +11%
LPL Financial
43
LPL Financial
California
$5.87M +$1.16M +20,691 +25%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$5.49M +$988K +17,684 +22%
VC
45
Vicus Capital
Pennsylvania
$5.36M +$75.3K +1,347 +1%
Bank of America
46
Bank of America
North Carolina
$5.3M +$2.1M +37,574 +66%
SC
47
Savant Capital
Illinois
$5.06M -$266K -4,759 -5%
CPO
48
Cerity Partners OCIO
New York
$4.93M +$936K +16,753 +24%
SAM
49
Securian Asset Management
Minnesota
$4.91M – – –
MFM
50
Mirsky Financial Management
New York
$4.83M +$259K +4,630 +6%
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IAGG Hedge Fund Activity: Q4 2020 in Review

239 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2020, worth a combined $1.85B — up 9.8% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IAGG positions and 16 closed out — a net gain of 33 holders — while 103 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $60.5M. The largest seller was Allworth Financial, cutting an estimated $25.2M.

  • 239 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2020, up from 208 in Q3 2020.
  • Funds reported $1.85B of iShares Core International Aggregate Bond Fund stock for Q4 2020, up 9.8% quarter-over-quarter.
  • 49 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2020 and 16 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2020 was BlackRock, an estimated $60.5M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2020 was Allworth Financial, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2020.