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iShares Core International Aggregate Bond Fund

208 hedge funds and large institutions have $1.68B invested in iShares Core International Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 40

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $1.59B → $1.68B (+$92M)

5% more funds holding

Funds holding: 198208 (+10)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

10.32% less ownership

Funds ownership: 65.01%54.69% (-10%)

Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
33
Increased
108
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACG
76
Allen Capital Group
Nebraska
$1.61M -$160K -2,882 -9%
SRC
77
Sage Rhino Capital
California
$1.46M +$62.5K +1,122 +4%
AAS
78
Avantax Advisory Services
Texas
$1.39M +$356K +6,391 +34%
KWM
79
Kingsview Wealth Management
Oregon
$1.38M -$19K -342 -1%
OAM
80
Occidental Asset Management
California
$1.35M -$52.7K -947 -4%
TC
81
TownSquare Capital
Utah
$1.31M
RG
82
Retirement Group
California
$1.3M +$110K +1,973 +9%
AssetMark Inc
83
AssetMark Inc
California
$1.27M -$1.19M -21,426 -48%
SFS
84
Sowell Financial Services
Arkansas
$1.27M +$778K +13,968 +156%
COF
85
Capital One Financial
Virginia
$1.27M +$121K +2,171 +11%
VA
86
Valmark Advisers
Ohio
$1.21M +$104K +1,874 +9%
IWC
87
Integrated Wealth Concepts
Massachusetts
$1.2M +$5.51K +99 +0.5%
MA
88
Mutual Advisors
Nebraska
$1.06M +$264K +4,749 +33%
HighTower Advisors
89
HighTower Advisors
Illinois
$1.05M +$30.8K +554 +3%
SPC
90
Sigma Planning Corp
Michigan
$1.05M +$219K +3,942 +27%
PAG
91
Pinnacle Advisory Group
Maryland
$992K +$394K +7,080 +66%
Kovitz Investment Group Partners
92
Kovitz Investment Group Partners
Illinois
$866K -$20.9K -375 -2%
MML Investors Services
93
MML Investors Services
Massachusetts
$861K +$15.6K +280 +2%
SWP
94
Stratos Wealth Partners
Ohio
$858K +$151K +2,708 +21%
LA
95
LexAurum Advisors
Kansas
$835K +$25.6K +460 +3%
EWA
96
Exencial Wealth Advisors
Oklahoma
$800K +$800K +14,370 New
BFPW
97
BOK Financial Private Wealth
Colorado
$740K -$56.2K -1,010 -7%
TCWM
98
Total Clarity Wealth Management
Illinois
$686K -$538K -9,662 -44%
CWM
99
Cahaba Wealth Management
Georgia
$638K +$6.46K +116 +1%
Fidelity Investments
100
Fidelity Investments
Massachusetts
$636K +$4.29K +77 +0.7%

IAGG Hedge Fund Activity: Q3 2020 in Review

208 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2020, worth a combined $1.68B — up 5.8% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IAGG positions and 17 closed out — a net gain of 16 holders — while 108 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $58.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $17.2M.

  • 208 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2020, up from 198 in Q2 2020.
  • Funds reported $1.68B of iShares Core International Aggregate Bond Fund stock for Q3 2020, up 5.8% quarter-over-quarter.
  • 33 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2020 and 17 closed out, a net change of +16 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2020 was BlackRock, an estimated $58.2M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2020.