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iShares Core International Aggregate Bond Fund

252 hedge funds and large institutions have $1.96B invested in iShares Core International Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 63

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

6% more capital invested

Capital invested by funds: $1.85B → $1.96B (+$115M)

5% more funds holding

Funds holding: 239252 (+13)

1.98% less ownership

Funds ownership: 55.49%53.51% (-2%)

Holders
252
Holders Change
+13
Holders Change %
+5.44%
% of All Funds
4.42%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
37
Increased
114
Reduced
63
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Karp Capital Management
California
$12M +$1.66M +29,996 +16%
CFG
27
Compton Financial Group
Maryland
$11.7M +$695K +12,546 +6%
CW
28
CreativeOne Wealth
Kansas
$11.7M +$342K +6,178 +3%
TWM
29
Trinity Wealth Management
Pennsylvania
$10.8M -$98.1K -1,770 -0.9%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$10.5M +$721K +13,015 +7%
FAAM
31
First Ascent Asset Management
Colorado
$9.69M +$2.03M +36,674 +26%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$9.65M -$1.3M -23,508 -12%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$9.49M
EFSCE
34
Enterprise Financial Services Corp (EFSC)
Missouri
$8.84M +$943K +17,024 +12%
ACA
35
Ackerman Capital Advisors
Texas
$8.02M +$1.41M +25,442 +21%
Osaic Holdings
36
Osaic Holdings
Arizona
$7.99M -$1.2M -21,627 -13%
DL
37
DOHJ LLC
Washington
$7.9M -$219K -3,961 -3%
SA
38
Stewardship Advisors
Pennsylvania
$7.78M +$749K +13,509 +11%
MML Investors Services
39
MML Investors Services
Massachusetts
$6.86M +$835K +15,062 +14%
AFG
40
Arkansas Financial Group
Arkansas
$6.63M +$628K +11,328 +10%
Barclays
41
Barclays
United Kingdom
$6.38M +$6.44M +116,266 New
MSFS
42
Main Street Financial Solutions
Pennsylvania
$6.21M +$2.15M +38,868 +52%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$6.19M +$816K +14,721 +15%
MWM
44
MBE Wealth Management
Wisconsin
$6.15M +$265K +4,786 +4%
CPO
45
Cerity Partners OCIO
New York
$5.92M +$1.12M +20,155 +23%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$5.42M +$1M +18,068 +22%
LPL Financial
47
LPL Financial
California
$5.28M -$461K -8,324 -8%
MFM
48
Mirsky Financial Management
New York
$5.23M +$524K +9,457 +11%
SAM
49
Securian Asset Management
Minnesota
$5.13M +$337K +6,090 +7%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$4.96M -$11.2M -202,331 -69%

IAGG Hedge Fund Activity: Q1 2021 in Review

252 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2021, worth a combined $1.96B — up 6.2% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 24 closed out — a net gain of 13 holders — while 114 added to existing stakes and 63 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $59.3M. The largest seller was Allworth Financial, cutting an estimated $102M.

  • 252 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2021, up from 239 in Q4 2020.
  • Funds reported $1.96B of iShares Core International Aggregate Bond Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2021 was Jane Street, an estimated $59.3M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2021 was Allworth Financial, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.