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iShares Core International Aggregate Bond Fund

129 hedge funds and large institutions have $738M invested in iShares Core International Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

17% more funds holding

Funds holding: 110129 (+19)

17% more capital invested

Capital invested by funds: $630M → $738M (+$108M)

2.28% less ownership

Funds ownership: 61.49%59.21% (-2.3%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
30
Increased
49
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
101
Wells Fargo
California
$49K -$271K -5,153 -85%
GWM
102
Geneos Wealth Management
Colorado
$44K
RWG
103
Regal Wealth Group
California
$44K +$210 +4 +0.5%
LWM
104
Liberty Wealth Management
California
$37K
OIA
105
OneDigital Investment Advisors
Kansas
$31K +$5.31K +101 +21%
ADL
106
Asset Dedication LLC
California
$30K +$158 +3 +0.5%
AAM
107
Advisors Asset Management
Colorado
$30K +$29.1K +553 New
CA
108
Cetera Advisors
Colorado
$30K +$29.3K +557 New
AIM
109
Arcadia Investment Management
Michigan
$27K
FGAM
110
Financial Gravity Asset Management
Texas
$25K +$25K +476 New
NC
111
NewSquare Capital
Pennsylvania
$24K +$24.1K +458 New
GEA
112
Glen Eagle Advisors
New Jersey
$22.7K
IA
113
IFP Advisors
Florida
$21K -$11.8K -225 -36%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$18K -$122K -2,326 -87%
WP
115
WealthShield Partners
North Carolina
$18K -$1.79K -34 -9%
JP Morgan Chase
116
JP Morgan Chase
New York
$16K
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$15K -$16.1K -306 -52%
AIC
118
Archer Investment Corporation
Indiana
$12K
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$11K
SWP
120
Strategic Wealth Partners
Ohio
$11K
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$11K +$10K +191 New
ASN
122
Advisory Services Network
Georgia
$9K
LWM
123
Lenox Wealth Management
Ohio
$9K +$8.73K +166 New
GRP
124
Global Retirement Partners
California
$6K
LFG
125
Larson Financial Group
Missouri
$2K

IAGG Hedge Fund Activity: Q1 2019 in Review

129 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2019, worth a combined $738M — up 17% from $630M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IAGG positions and 10 closed out — a net gain of 20 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $78M. The largest seller was BlackRock, cutting an estimated $47M.

  • 129 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2019, up from 110 in Q4 2018.
  • Funds reported $738M of iShares Core International Aggregate Bond Fund stock for Q1 2019, up 17% quarter-over-quarter.
  • 30 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2019 and 10 closed out, a net change of +20 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2019 was AllianceBernstein, an estimated $78M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2019 was BlackRock, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2019.