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iShares Core International Aggregate Bond Fund
IAGG

63 hedge funds and large institutions have $358M invested in iShares Core International Aggregate Bond Fund in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

54% more funds holding

Funds holding: 41 → 63 (+22)

26% more capital invested

Capital invested by funds: $284M → $358M (+$74M)

2.49% less ownership

Funds ownership: 59.96% → 57.47% (-2.5%)

Holders
63
Holders Change
+22
Holders Change %
+53.66%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
21
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$35M
2
BSWM
Boston Standard Wealth Management
Massachusetts
+$10.1M
3
PFA
Pure Financial Advisors
California
+$7.02M
4
AC
AFAM Capital
Texas
+$6.6M
5
AIA
Allegis Investment Advisors
Idaho
+$5.08M

Top Sellers

Rank Fund Capital Flow
1
SAS
Sage Advisory Services
Texas
-$11.7M
2
Jane Street
Jane Street
New York
-$5.02M
3
Ameriprise
Ameriprise
Minnesota
-$1.05M
4
AG
Advisor Group
Arizona
-$943K
5
VF
Virtu Financial
New York
-$739K
Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
51
Regal Wealth Group
California
$53K -$886 -17 -2%
GH
52
GAM Holding
Switzerland
$51K +$50.8K +975 New
GWM
53
Geneos Wealth Management
Colorado
$36K – – –
AIM
54
Arcadia Investment Management
Michigan
$26K – – –
SBL
55
Sargent Bickham Lagudis
Colorado
$20K -$12.6K -241 -39%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$20K – – –
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$11.1K +213 New
IA
58
IFP Advisors
Florida
$8K -$365 -7 -4%
SWP
59
Stratos Wealth Partners
Ohio
$5K +$4.69K +90 New
GRP
60
Global Retirement Partners
California
$3K +$834 +16 +39%
Wells Fargo
61
Wells Fargo
California
$3K +$2.92K +56 New
FNB
62
Farmers National Bank
Kentucky
$2K +$2.08K +40 New
SEI Investments
63
SEI Investments
Pennsylvania
$2K +$2.29K +44 New
Jane Street
64
Jane Street
New York
– -$5.02M -97,082 Closed
Goldman Sachs
65
Goldman Sachs
New York
– -$488K -9,437 Closed
IH
66
IFC Holdings
Florida
– -$322K -6,186 Closed
1 2
3

IAGG Hedge Fund Activity: Q4 2017 in Review

63 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2017, worth a combined $358M — up 26% from $284M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IAGG positions and 3 closed out — a net gain of 22 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $35M. The largest seller was Sage Advisory Services, cutting an estimated $11.7M.

  • 63 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2017, up from 41 in Q3 2017.
  • Funds reported $358M of iShares Core International Aggregate Bond Fund stock for Q4 2017, up 26% quarter-over-quarter.
  • 25 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2017 and 3 closed out, a net change of +22 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2017 was BlackRock, an estimated $35M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2017 was Sage Advisory Services, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2017.