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iShares Core International Aggregate Bond Fund

252 hedge funds and large institutions have $1.96B invested in iShares Core International Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 63

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

6% more capital invested

Capital invested by funds: $1.85B → $1.96B (+$115M)

5% more funds holding

Funds holding: 239252 (+13)

1.98% less ownership

Funds ownership: 55.49%53.51% (-2%)

Holders
252
Holders Change
+13
Holders Change %
+5.44%
% of All Funds
4.42%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
37
Increased
114
Reduced
63
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
Tectonic Advisors
Texas
$2.18M
BSAM
77
Blue Square Asset Management
New York
$2.16M -$650K -11,725 -23%
SGI
78
Summit Global Investments
Utah
$2.11M +$2.13M +38,520 New
BIP
79
Blueprint Investment Partners
North Carolina
$2.1M +$2.11M +38,156 +23,699%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$2.03M -$878K -15,852 -30%
FA
81
Fermata Advisors
California
$2M +$2.03M +36,569 New
Truist Financial
82
Truist Financial
North Carolina
$1.88M -$4.99M -90,007 -72%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$1.88M -$218K -3,936 -10%
Neuberger Berman Group
84
Neuberger Berman Group
New York
$1.85M +$1.86M +33,647 New
ACG
85
Allen Capital Group
Nebraska
$1.82M +$126K +2,266 +7%
OMC
86
Old Mission Capital
Illinois
$1.81M +$1.82M +32,925 New
DAS
87
Dynamic Advisor Solutions
Arizona
$1.73M -$290K -5,230 -14%
Creative Planning
88
Creative Planning
Kansas
$1.6M +$524K +9,448 +48%
KWM
89
Kingsview Wealth Management
Oregon
$1.54M +$103K +1,853 +7%
OC
90
Oarsman Capital
Wisconsin
$1.54M -$743K -13,406 -32%
CWM
91
Cahaba Wealth Management
Georgia
$1.54M +$32.7K +591 +2%
SRC
92
Sage Rhino Capital
California
$1.53M +$80.6K +1,455 +5%
PAG
93
Pinnacle Advisory Group
Maryland
$1.46M +$332K +5,985 +29%
CST
94
Charles Schwab Trust
Nevada
$1.44M +$673K +12,153 +87%
SFS
95
Sowell Financial Services
Arkansas
$1.42M +$24.3K +439 +2%
WB
96
WesBanco Bank
West Virginia
$1.41M +$1.42M +25,628 New
VA
97
Valmark Advisers
Ohio
$1.32M -$15.7K -284 -1%
TC
98
TownSquare Capital
Utah
$1.29M
TLFA
99
True Link Financial Advisors
California
$1.27M +$55.4K +1,000 +5%
JWCA
100
J.W. Cole Advisors
Florida
$1.2M -$40.2K -726 -3%

IAGG Hedge Fund Activity: Q1 2021 in Review

252 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2021, worth a combined $1.96B — up 6.2% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 24 closed out — a net gain of 13 holders — while 114 added to existing stakes and 63 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $59.3M. The largest seller was Allworth Financial, cutting an estimated $102M.

  • 252 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2021, up from 239 in Q4 2020.
  • Funds reported $1.96B of iShares Core International Aggregate Bond Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2021 was Jane Street, an estimated $59.3M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2021 was Allworth Financial, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.