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iShares Core International Aggregate Bond Fund

164 hedge funds and large institutions have $1.01B invested in iShares Core International Aggregate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

124% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 37

10% more funds holding

Funds holding: 149164 (+15)

9% more capital invested

Capital invested by funds: $926M → $1.01B (+$81.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.24% less ownership

Funds ownership: 58.44%56.2% (-2.2%)

Holders
164
Holders Change
+15
Holders Change %
+10.07%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
24
Increased
83
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WP
76
WealthSource Partners
California
$774K -$1.46M -26,384 -66%
TA
77
TCG Advisors
Texas
$774K +$557K +10,072 +264%
GSWM
78
Golden State Wealth Management
California
$757K -$47.4K -857 -6%
SS
79
Simplicity Solutions
Minnesota
$716K +$710K +12,835 New
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$707K +$2.32K +42 +0.3%
SW
81
SlateStone Wealth
Florida
$658K +$15.8K +285 +2%
SPC
82
Sigma Planning Corp
Michigan
$645K +$27.7K +501 +5%
IDA
83
Intelligence Driven Advisers
California
$637K -$219K -3,964 -26%
PAG
84
Private Advisor Group
New Jersey
$623K +$21.4K +386 +4%
LA
85
LexAurum Advisors
Kansas
$568K +$62.9K +1,137 +13%
WWM
86
Western Wealth Management
Colorado
$537K -$15.4K -278 -3%
Cetera Investment Advisers
87
Cetera Investment Advisers
Illinois
$507K +$2.49K +45 +0.5%
5L
88
55I LLC
Massachusetts
$504K +$71.9K +1,299 +17%
MOS
89
MGO One Seven
Ohio
$504K +$500K +9,040 New
Goldman Sachs
90
Goldman Sachs
New York
$498K
Creative Planning
91
Creative Planning
Kansas
$491K +$487K +8,800 New
HR
92
Hayden Royal
North Carolina
$462K +$173K +3,121 +61%
VCM
93
Vivaldi Capital Management
Illinois
$447K -$10.8K -196 -2%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$447K
JWM
95
JGP Wealth Management
Oregon
$447K +$75.1K +1,358 +20%
CWA
96
Clarus Wealth Advisors
Arizona
$446K +$32.3K +584 +8%
TCM
97
Traynor Capital Management
Pennsylvania
$431K +$114K +2,052 +36%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$430K -$42.3K -765 -9%
JIP
99
Jaffetilchin Investment Partners
Florida
$422K +$52.7K +952 +14%
SFG
100
Summit Financial Group
West Virginia
$418K

IAGG Hedge Fund Activity: Q3 2019 in Review

164 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2019, worth a combined $1.01B — up 8.8% from $926M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IAGG positions and 9 closed out — a net gain of 15 holders — while 83 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $19.6M. The largest seller was AllianceBernstein, exiting entirely with an estimated $50.7M sold.

  • 164 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2019, up from 149 in Q2 2019.
  • Funds reported $1.01B of iShares Core International Aggregate Bond Fund stock for Q3 2019, up 8.8% quarter-over-quarter.
  • 24 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2019 and 9 closed out, a net change of +15 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2019 was BlackRock, an estimated $19.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2019 was AllianceBernstein, an estimated $50.7M sold.

Based on aggregated 13F filings for Q3 2019.