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iShares Core International Aggregate Bond Fund
IAGG

239 hedge funds and large institutions have $1.85B invested in iShares Core International Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

106% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 50

33% more funds holding in top 10

Funds holding in top 10: 15 → 20 (+5)

15% more funds holding

Funds holding: 208 → 239 (+31)

10% more capital invested

Capital invested by funds: $1.68B → $1.85B (+$165M)

0.8% more ownership

Funds ownership: 54.69% → 55.49% (+0.8%)

Holders
239
Holders Change
+31
Holders Change %
+14.9%
% of All Funds
4.23%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
49
Increased
103
Reduced
50
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$60.5M
2
GWM
Geneos Wealth Management
Colorado
+$28.2M
3
RIA
Regal Investment Advisors
Michigan
+$9.81M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.58M
5
NEWAS
N.E.W. Advisory Services
Wisconsin
+$5.29M

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$25.2M
2
Jane Street
Jane Street
New York
-$15.3M
3
BIP
Blueprint Investment Partners
North Carolina
-$8.97M
4
State Street
State Street
Massachusetts
-$8.12M
5
HR
Hayden Royal
North Carolina
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
76
Oarsman Capital
Wisconsin
$2.33M +$228K +4,082 +11%
MWM
77
McNaughton Wealth Management
California
$2.3M +$51.2K +917 +2%
Deutsche Bank
78
Deutsche Bank
Germany
$2.25M +$199K +3,563 +10%
TA
79
Tectonic Advisors
Texas
$2.24M +$2.22M +39,808 New
OAM
80
Occidental Asset Management
California
$2.19M +$825K +14,770 +61%
AWM
81
Apollon Wealth Management
South Carolina
$2.17M -$519K -9,295 -19%
Commonwealth Equity Services
82
Commonwealth Equity Services
Massachusetts
$2.15M +$60.6K +1,084 +3%
DAS
83
Dynamic Advisor Solutions
Arizona
$2.06M -$349K -6,250 -15%
IFAM
84
Institutional & Family Asset Management
Colorado
$1.89M +$113K +2,030 +6%
ACG
85
Allen Capital Group
Nebraska
$1.74M +$121K +2,161 +8%
IWP
86
Insight Wealth Partners
Texas
$1.7M -$1.13M -20,177 -40%
COF
87
Capital One Financial
Virginia
$1.69M +$405K +7,244 +32%
CWM
88
Cahaba Wealth Management
Georgia
$1.53M +$890K +15,934 +139%
SRC
89
Sage Rhino Capital
California
$1.49M +$14.8K +265 +1%
KWM
90
Kingsview Wealth Management
Oregon
$1.47M +$73.9K +1,322 +5%
SFS
91
Sowell Financial Services
Arkansas
$1.43M +$142K +2,533 +11%
VA
92
Valmark Advisers
Ohio
$1.37M +$147K +2,631 +12%
TC
93
TownSquare Capital
Utah
$1.32M – – –
MA
94
Mutual Advisors
Nebraska
$1.3M +$231K +4,137 +22%
JWCA
95
J.W. Cole Advisors
Florida
$1.26M +$1.26M +22,500 New
TLFA
96
True Link Financial Advisors
California
$1.24M +$1.24M +22,125 New
PAG
97
Pinnacle Advisory Group
Maryland
$1.16M +$152K +2,722 +15%
AAS
98
Avantax Advisory Services
Texas
$1.13M -$272K -4,871 -19%
Creative Planning
99
Creative Planning
Kansas
$1.11M +$700K +12,525 +173%
HighTower Advisors
100
HighTower Advisors
Illinois
$1.07M +$13.2K +236 +1%
2 3
4
5 6

IAGG Hedge Fund Activity: Q4 2020 in Review

239 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2020, worth a combined $1.85B — up 9.8% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IAGG positions and 16 closed out — a net gain of 33 holders — while 103 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $60.5M. The largest seller was Allworth Financial, cutting an estimated $25.2M.

  • 239 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2020, up from 208 in Q3 2020.
  • Funds reported $1.85B of iShares Core International Aggregate Bond Fund stock for Q4 2020, up 9.8% quarter-over-quarter.
  • 49 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2020 and 16 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2020 was BlackRock, an estimated $60.5M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2020 was Allworth Financial, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2020.