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iShares Core International Aggregate Bond Fund

211 hedge funds and large institutions have $1.57B invested in iShares Core International Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 92 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 15

144% more funds holding in top 10

Funds holding in top 10: 922 (+13)

130% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 40

56% more capital invested

Capital invested by funds: $1.01B → $1.57B (+$566M)

29% more funds holding

Funds holding: 164211 (+47)

11.33% more ownership

Funds ownership: 56.2%67.53% (+11%)

Holders
211
Holders Change
+47
Holders Change %
+28.66%
% of All Funds
4.16%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.43%
New
63
Increased
92
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
McNaughton Wealth Management
California
$1.71M +$1.72M +31,303 New
IFAM
77
Institutional & Family Asset Management
Colorado
$1.7M -$50.9K -923 -3%
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$1.69M +$776K +14,092 +84%
ACG
79
Allen Capital Group
Nebraska
$1.63M +$46.4K +842 +3%
AWM
80
Apollon Wealth Management
South Carolina
$1.6M +$412K +7,484 +34%
Deutsche Bank
81
Deutsche Bank
Germany
$1.6M -$2.2K -40 -0.1%
IWP
82
Insight Wealth Partners
Texas
$1.53M +$1.54M +27,915 New
HighTower Advisors
83
HighTower Advisors
Illinois
$1.53M +$612K +11,102 +66%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.49M +$1.5M +27,269 New
Financial Engines Advisors
85
Financial Engines Advisors
California
$1.49M +$1.5M +27,271 New
SS
86
Simplicity Solutions
Minnesota
$1.42M +$722K +13,110 +102%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$1.42M +$26.8K +487 +2%
SPA
88
Sentinel Pension Advisors
Massachusetts
$1.34M +$1.35M +24,429 New
TC
89
TownSquare Capital
Utah
$1.32M -$45.2K -821 -3%
OAM
90
Occidental Asset Management
California
$1.3M +$7.99K +145 +0.6%
SRC
91
Sage Rhino Capital
California
$1.25M +$98.9K +1,796 +9%
JWCA
92
J.W. Cole Advisors
Florida
$1.19M +$1.19M +21,631 New
MAFM
93
Mid Atlantic Financial Management
Pennsylvania
$1.17M +$183K +3,317 +18%
KWM
94
Kingsview Wealth Management
Oregon
$1.12M +$142K +2,580 +14%
RG
95
Retirement Group
California
$1.07M +$1.08M +19,591 New
FWP
96
FAS Wealth Partners
Kansas
$1.01M +$101K +1,825 +11%
HFA
97
Huber Financial Advisors
Illinois
$1.01M -$1.06M -19,167 -51%
FTUS
98
Flow Traders U.S.
New York
$931K -$10.4K -188 -1%
VCP
99
Verus Capital Partners
Arizona
$924K +$929K +16,869 New
IDA
100
Intelligence Driven Advisers
California
$907K +$283K +5,134 +45%

IAGG Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2019, worth a combined $1.57B — up 56% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IAGG positions and 15 closed out — a net gain of 48 holders — while 92 added to existing stakes and 40 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $405M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $8.82M.

  • 211 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1.57B of iShares Core International Aggregate Bond Fund stock for Q4 2019, up 56% quarter-over-quarter.
  • 63 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2019 and 15 closed out, a net change of +48 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2019 was Matson Money Inc, an estimated $405M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2019 was TRUE Private Wealth Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q4 2019.