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iShares Core International Aggregate Bond Fund

198 hedge funds and large institutions have $1.59B invested in iShares Core International Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $1.46B → $1.59B (+$133M)

0.91% less ownership

Funds ownership: 65.92%65.01% (-0.91%)

7% less funds holding

Funds holding: 214198 (-16)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

54% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 26

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.06%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.33%
New
12
Increased
96
Reduced
60
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
76
Oarsman Capital
Wisconsin
$1.54M -$287K -5,197 -16%
OAM
77
Occidental Asset Management
California
$1.4M +$5.91K +107 +0.4%
KWM
78
Kingsview Wealth Management
Oregon
$1.4M +$143K +2,593 +11%
SRC
79
Sage Rhino Capital
California
$1.4M +$128K +2,313 +10%
TC
80
TownSquare Capital
Utah
$1.3M -$21.5K -389 -2%
TCWM
81
Total Clarity Wealth Management
Illinois
$1.22M +$716K +12,958 +143%
RG
82
Retirement Group
California
$1.2M +$1.19M +21,455 New
IWC
83
Integrated Wealth Concepts
Massachusetts
$1.19M +$620K +11,215 +110%
JWCA
84
J.W. Cole Advisors
Florida
$1.17M +$1.16M +21,046 New
COF
85
Capital One Financial
Virginia
$1.15M +$147K +2,656 +15%
VA
86
Valmark Advisers
Ohio
$1.1M +$57K +1,032 +6%
AAS
87
Avantax Advisory Services
Texas
$1.04M +$66.4K +1,201 +7%
HighTower Advisors
88
HighTower Advisors
Illinois
$1.02M -$1.43M -25,873 -58%
IDA
89
Intelligence Driven Advisers
California
$971K +$134K +2,430 +16%
Kovitz Investment Group Partners
90
Kovitz Investment Group Partners
Illinois
$888K +$881K +15,942 New
SCA
91
Snowden Capital Advisors
New York
$849K +$3.21K +58 +0.4%
MML Investors Services
92
MML Investors Services
Massachusetts
$846K +$50K +905 +6%
CA
93
Crumly & Associates
Illinois
$843K +$80.5K +1,457 +11%
HIM
94
Hanlon Investment Management
New Jersey
$827K -$158K -2,861 -16%
SPC
95
Sigma Planning Corp
Michigan
$827K +$32.1K +580 +4%
LA
96
LexAurum Advisors
Kansas
$810K
MA
97
Mutual Advisors
Nebraska
$798K +$360K +6,518 +83%
BFPW
98
BOK Financial Private Wealth
Colorado
$796K +$484K +8,759 +158%
SWP
99
Stratos Wealth Partners
Ohio
$707K +$21.8K +395 +3%
CWM
100
Cahaba Wealth Management
Georgia
$635K +$267K +4,833 +74%

IAGG Hedge Fund Activity: Q2 2020 in Review

198 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2020, worth a combined $1.59B — up 9.1% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IAGG and 12 opened new positions — a net loss of 14 holders — while 60 trimmed existing stakes and 96 added.

The largest buyer was BlackRock, adding an estimated $63.4M. The largest seller was Matson Money Inc, cutting an estimated $53.3M.

  • 198 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2020, down from 214 in Q1 2020.
  • Funds reported $1.59B of iShares Core International Aggregate Bond Fund stock for Q2 2020, up 9.1% quarter-over-quarter.
  • 12 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2020 and 26 closed out, a net change of -14 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2020 was BlackRock, an estimated $63.4M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2020 was Matson Money Inc, an estimated $53.3M sold.

Based on aggregated 13F filings for Q2 2020.