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iShares Core International Aggregate Bond Fund

72 hedge funds and large institutions have $373M invested in iShares Core International Aggregate Bond Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more capital invested

Capital invested by funds: $366M → $373M (+$7.93M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 7372 (-1)

5.07% less ownership

Funds ownership: 52.68%47.61% (-5.1%)

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
32
Reduced
12
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
51
CX Institutional
Indiana
$168K +$167K +3,182 New
AIP
52
Almanack Investment Partners
Pennsylvania
$167K +$166K +3,167 New
LFASL
53
Lugano Financial Advisors SA (LFA)
Switzerland
$109K +$109K +2,080 New
LM
54
Legg Mason
Maryland
$103K
FGAM
55
Financial Gravity Asset Management
Texas
$87K +$1.47K +28 +2%
AF
56
Advisornet Financial
Minnesota
$68K +$105 +2 +0.2%
RCC
57
Red Cedar Capital
Nebraska
$58K +$105 +2 +0.2%
GH
58
GAM Holding
Switzerland
$51K
RWG
59
Regal Wealth Group
California
$44K -$8.87K -169 -17%
HFM
60
Hartford Financial Management
Connecticut
$43K +$43K +820 New
PA
61
Parallel Advisors
California
$42K
GWM
62
Geneos Wealth Management
Colorado
$41K
RCAG
63
Rehmann Capital Advisory Group
Michigan
$37.4K +$7.19K +137 +24%
WP
64
WealthShield Partners
North Carolina
$28K -$23.2K -442 -45%
LFG
65
LifePlan Financial Group
Ohio
$28K
AIM
66
Arcadia Investment Management
Michigan
$26K
GEA
67
Glen Eagle Advisors
New Jersey
$22.4K
ADL
68
Asset Dedication LLC
California
$20K +$9.08K +173 +84%
QCIG
69
Quad-Cities Investment Group
Iowa
$12K +$12.1K +230 New
GRP
70
Global Retirement Partners
California
$5K
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$2K -$15.7K -300 -88%
JWM
72
Janiczek Wealth Management
Colorado
$2K +$2.05K +39 New
FA
73
FDx Advisors
Illinois
-$2.02M -38,284 Closed
Mirae Asset Global Investments
74
Mirae Asset Global Investments
South Korea
-$648K -12,310 Closed
HighTower Advisors
75
HighTower Advisors
Illinois
-$464K -8,782 Closed

IAGG Hedge Fund Activity: Q2 2018 in Review

72 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2018, worth a combined $373M — up 2.2% from $366M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IAGG positions and 13 closed out — a net gain of 3 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $15.8M. The largest seller was FDx Advisors, exiting entirely with an estimated $2.02M sold.

  • 72 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2018, down from 73 in Q1 2018.
  • Funds reported $373M of iShares Core International Aggregate Bond Fund stock for Q2 2018, up 2.2% quarter-over-quarter.
  • 16 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2018 and 13 closed out, a net change of +3 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $15.8M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2018 was FDx Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2018.