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iShares Core International Aggregate Bond Fund

149 hedge funds and large institutions have $926M invested in iShares Core International Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 22

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

26% more capital invested

Capital invested by funds: $738M → $926M (+$189M)

16% more funds holding

Funds holding: 129149 (+20)

0.77% less ownership

Funds ownership: 59.21%58.44% (-0.77%)

Holders
149
Holders Change
+20
Holders Change %
+15.5%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
35
Increased
77
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
51
Brinker Capital Investments
Pennsylvania
$1.57M +$688K +12,852 +80%
ACG
52
Allen Capital Group
Nebraska
$1.57M +$41.9K +783 +3%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$1.38M +$36.4K +680 +3%
AWM
54
AE Wealth Management
Kansas
$1.27M +$1.24M +23,255 New
OAM
55
Occidental Asset Management
California
$1.17M +$84.2K +1,574 +8%
SRC
56
Sage Rhino Capital
California
$1.1M -$200K -3,739 -16%
AWM
57
Apollon Wealth Management
South Carolina
$1.03M +$130K +2,429 +15%
KWM
58
Kingsview Wealth Management
Oregon
$1.01M +$436K +8,154 +78%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$988K +$532K +9,941 +121%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$971K +$953K +17,814 New
Kovitz Investment Group Partners
61
Kovitz Investment Group Partners
Illinois
$955K -$119K -2,217 -11%
Commonwealth Equity Services
62
Commonwealth Equity Services
Massachusetts
$950K +$9.63K +180 +1%
SCA
63
Snowden Capital Advisors
New York
$891K +$179K +3,351 +26%
IDA
64
Intelligence Driven Advisers
California
$838K +$199K +3,724 +32%
MAFM
65
Mid Atlantic Financial Management
Pennsylvania
$816K +$408K +7,626 +104%
DAS
66
Dynamic Advisor Solutions
Arizona
$796K +$581K +10,849 +289%
FWP
67
FAS Wealth Partners
Kansas
$786K +$280K +5,242 +57%
GSWM
68
Golden State Wealth Management
California
$785K -$950K -17,745 -55%
HighTower Advisors
69
HighTower Advisors
Illinois
$741K +$332K +6,205 +84%
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$688K -$61K -1,140 -8%
SW
71
SlateStone Wealth
Florida
$627K +$616K +11,510 New
SPC
72
Sigma Planning Corp
Michigan
$603K +$177K +3,299 +42%
PAG
73
Private Advisor Group
New Jersey
$587K +$15.5K +289 +3%
GM
74
GeoWealth Management
Illinois
$553K +$544K +10,159 New
WWM
75
Western Wealth Management
Colorado
$539K +$16.4K +306 +3%

IAGG Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2019, worth a combined $926M — up 26% from $738M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IAGG positions and 12 closed out — a net gain of 23 holders — while 77 added to existing stakes and 22 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $119M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $37M sold.

  • 149 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2019, up from 129 in Q1 2019.
  • Funds reported $926M of iShares Core International Aggregate Bond Fund stock for Q2 2019, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2019 and 12 closed out, a net change of +23 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2019 was Allworth Financial, an estimated $119M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2019 was Mackenzie Financial, an estimated $37M sold.

Based on aggregated 13F filings for Q2 2019.