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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
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$492K
LA
77
LexAurum Advisors
Kansas
$492K +$134K +2,504 +38%
Goldman Sachs
78
Goldman Sachs
New York
$486K +$478K +8,929 New
RJFSA
79
Raymond James Financial Services Advisors
Florida
$461K +$73.2K +1,368 +19%
VCM
80
Vivaldi Capital Management
Illinois
$447K -$23.4K -438 -5%
SMM
81
Stadion Money Management
Georgia
$421K
5L
82
55I LLC
Massachusetts
$421K +$73.4K +1,372 +22%
SFG
83
Summit Financial Group
West Virginia
$409K +$401K +7,500 New
Baird Financial Group
84
Baird Financial Group
Wisconsin
$408K +$400K +7,482 New
CWA
85
Clarus Wealth Advisors
Arizona
$404K +$397K +7,413 New
RIA
86
Regal Investment Advisors
Michigan
$394K -$52.3K -977 -12%
IFAM
87
Institutional & Family Asset Management
Colorado
$388K +$381K +7,121 New
JWM
88
JGP Wealth Management
Oregon
$364K +$132K +2,464 +58%
JIP
89
Jaffetilchin Investment Partners
Florida
$360K +$354K +6,612 New
SA
90
Shilanski & Associates
Alaska
$349K +$342K +6,398 New
OMC
91
Old Mission Capital
Illinois
$343K +$337K +6,290 New
CI
92
CX Institutional
Indiana
$332K +$34.8K +651 +12%
HFA
93
Huber Financial Advisors
Illinois
$330K +$324K +6,051 New
MML Investors Services
94
MML Investors Services
Massachusetts
$313K -$31.7K -593 -9%
TCM
95
Traynor Capital Management
Pennsylvania
$308K +$92.8K +1,735 +44%
OAJ
96
Ogorek Anthony Joseph
New York
$297K +$292K +5,463 New
HR
97
Hayden Royal
North Carolina
$280K +$22.6K +423 +9%
CWM
98
Cornerstone Wealth Management
Missouri
$275K +$117K +2,181 +75%
FAAS
99
First Allied Advisory Services
California
$267K +$54 +1 +0%
JP Morgan Chase
100
JP Morgan Chase
New York
$267K +$247K +4,617 +1,565%

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.