iShares Core International Aggregate Bond Fund
IAGG
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.
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: 4 → 4 (0)
1% less funds holding
Funds holding: 73 → 72 (-1)
5.07% less ownership
Funds ownership: 52.68% → 47.61% (-5.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$15.8M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$5.68M |
| 3 |
Jane Street
New York
|
+$4.86M |
| 4 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$2.05M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
FDx Advisors
Chicago,
Illinois
|
-$2.02M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
-$1.71M |
| 3 |
BAM
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
|
-$927K |
| 4 |
VF
Virtu Financial
New York
|
-$785K |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$648K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
76
WealthSource Partners
San Luis Obispo,
California
| – | -$396K | -7,524 | Closed |
|
|
CCM
77
Canal Capital Management
Richmond,
Virginia
| – | -$392K | -7,451 | Closed |
|
|
PAG
78
Private Advisor Group
Morristown,
New Jersey
| – | -$343K | -6,521 | Closed |
|
|
KF
79
Krilogy Financial
St. Louis,
Missouri
| – | -$41K | -786 | Closed |
|
|
SWP
80
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$28K | -523 | Closed |
|
81
Wells Fargo
San Francisco,
California
| – | -$26K | -486 | Closed |
|
|
SBL
82
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$14K | -265 | Closed |
|
|
PFGIA
83
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$11K | -213 | Closed |
|
|
IIC
84
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| – | -$4K | -84 | Closed |
|
|
WDL
85
Well Done LLC
Holland,
Michigan
| – | -$2K | -37 | 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.