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iShares Core International Aggregate Bond Fund

129 hedge funds and large institutions have $738M invested in iShares Core International Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

17% more funds holding

Funds holding: 110129 (+19)

17% more capital invested

Capital invested by funds: $630M → $738M (+$108M)

2.28% less ownership

Funds ownership: 61.49%59.21% (-2.3%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
30
Increased
49
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$923K +$54K +1,026 +6%
AWM
52
Apollon Wealth Management
South Carolina
$885K -$4.61M -87,691 -84%
BCI
53
Brinker Capital Investments
Pennsylvania
$854K +$836K +15,881 +17,844%
CAPTRUST Financial Advisors
54
CAPTRUST Financial Advisors
North Carolina
$736K +$297K +5,643 +69%
SCA
55
Snowden Capital Advisors
New York
$696K -$75.1K -1,427 -10%
IDA
56
Intelligence Driven Advisers
California
$624K +$51.6K +981 +9%
CW
57
CreativeOne Wealth
Kansas
$583K +$107K +2,032 +23%
PAG
58
Private Advisor Group
New Jersey
$561K +$3.21K +61 +0.6%
KWM
59
Kingsview Wealth Management
Oregon
$556K -$44.8K -852 -8%
WWM
60
Western Wealth Management
Colorado
$511K +$77.8K +1,478 +18%
SF
61
Summit Financial
New Jersey
$492K +$2.89K +55 +0.6%
CCM
62
Canal Capital Management
Virginia
$491K +$483K +9,177 New
FWP
63
FAS Wealth Partners
Kansas
$491K +$483K +9,180 New
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$483K -$56.2K -1,068 -11%
PAG
65
Private Advisory Group
Washington
$463K
VCM
66
Vivaldi Capital Management
Illinois
$462K -$10.1K -192 -2%
RIA
67
Regal Investment Advisors
Michigan
$439K -$40.4K -768 -9%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$439K +$17.6K +334 +4%
SPC
69
Sigma Planning Corp
Michigan
$415K -$142K -2,697 -26%
SMM
70
Stadion Money Management
Georgia
$413K +$26.3K +500 +7%
HighTower Advisors
71
HighTower Advisors
Illinois
$395K -$3.1M -58,953 -89%
MAFM
72
Mid Atlantic Financial Management
Pennsylvania
$393K +$387K +7,347 New
HFS
73
HL Financial Services
Kentucky
$391K -$3.05K -58 -0.8%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$380K -$163K -3,105 -30%
LA
75
LexAurum Advisors
Kansas
$349K +$344K +6,534 New

IAGG Hedge Fund Activity: Q1 2019 in Review

129 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2019, worth a combined $738M — up 17% from $630M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IAGG positions and 10 closed out — a net gain of 20 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $78M. The largest seller was BlackRock, cutting an estimated $47M.

  • 129 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2019, up from 110 in Q4 2018.
  • Funds reported $738M of iShares Core International Aggregate Bond Fund stock for Q1 2019, up 17% quarter-over-quarter.
  • 30 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2019 and 10 closed out, a net change of +20 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2019 was AllianceBernstein, an estimated $78M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2019 was BlackRock, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2019.