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iShares Core International Aggregate Bond Fund

258 hedge funds and large institutions have $2.14B invested in iShares Core International Aggregate Bond Fund in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 119 increasing their positions, 68 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 68

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

9% more capital invested

Capital invested by funds: $1.96B → $2.14B (+$178M)

2% more funds holding

Funds holding: 252258 (+6)

0.11% more ownership

Funds ownership: 53.51%53.62% (+0.11%)

14% less funds holding in top 10

Funds holding in top 10: 2219 (-3)

Holders
258
Holders Change
+6
Holders Change %
+2.38%
% of All Funds
4.49%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.33%
New
25
Increased
119
Reduced
68
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Karp Capital Management
California
$13.2M +$1.15M +20,996 +10%
FIM
27
Freedom Investment Management
Connecticut
$12.6M -$262K -4,764 -2%
CFG
28
Compton Financial Group
Maryland
$12.6M +$819K +14,917 +7%
FGAM
29
Financial Gravity Asset Management
Texas
$12.2M +$865K +15,762 +8%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$12.1M +$1.53M +27,869 +15%
RIA
31
Regal Investment Advisors
Michigan
$10.7M +$10.7M +194,404 New
TWM
32
Trinity Wealth Management
Pennsylvania
$10.7M -$114K -2,085 -1%
State Street
33
State Street
Massachusetts
$9.75M +$8.69M +158,250 +846%
EFSCE
34
Enterprise Financial Services Corp (EFSC)
Missouri
$8.76M -$116K -2,116 -1%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$8.54M -$1.14M -20,822 -12%
MML Investors Services
36
MML Investors Services
Massachusetts
$8.37M +$1.47M +26,806 +21%
ACA
37
Ackerman Capital Advisors
Texas
$8.04M -$18.6K -339 -0.2%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$8.02M +$5.96M +108,475 +294%
SA
39
Stewardship Advisors
Pennsylvania
$7.87M +$55K +1,001 +0.7%
Osaic Holdings
40
Osaic Holdings
Arizona
$7.51M -$516K -9,388 -6%
BWG
41
Beta Wealth Group
California
$7.5M -$6.73M -122,563 -47%
LPL Financial
42
LPL Financial
California
$7.43M +$2.12M +38,636 +40%
Citadel Advisors
43
Citadel Advisors
Florida
$7.18M -$21.3M -388,774 -75%
DL
44
DOHJ LLC
Washington
$7.16M -$778K -14,174 -10%
MSFS
45
Main Street Financial Solutions
Pennsylvania
$7.05M +$817K +14,875 +13%
AFG
46
Arkansas Financial Group
Arkansas
$6.85M +$186K +3,382 +3%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$6.57M +$300K +5,465 +5%
MFM
48
Mirsky Financial Management
New York
$6.52M +$1.26M +22,995 +24%
CPO
49
Cerity Partners OCIO
New York
$6.28M +$335K +6,099 +6%
SAM
50
Securian Asset Management
Minnesota
$6.22M +$1.07M +19,410 +21%

IAGG Hedge Fund Activity: Q2 2021 in Review

258 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2021, worth a combined $2.14B — up 9.1% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IAGG positions and 16 closed out — a net gain of 9 holders — while 119 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock, adding an estimated $90.3M. The largest seller was Jane Street, cutting an estimated $41.3M.

  • 258 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2021, up from 252 in Q1 2021.
  • Funds reported $2.14B of iShares Core International Aggregate Bond Fund stock for Q2 2021, up 9.1% quarter-over-quarter.
  • 25 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2021 and 16 closed out, a net change of +9 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2021 was BlackRock, an estimated $90.3M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2021 was Jane Street, an estimated $41.3M sold.

Based on aggregated 13F filings for Q2 2021.