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iShares Core International Aggregate Bond Fund
IAGG

149 hedge funds and large institutions have $926M invested in iShares Core International Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 22

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

26% more capital invested

Capital invested by funds: $738M → $926M (+$189M)

16% more funds holding

Funds holding: 129 → 149 (+20)

0.77% less ownership

Funds ownership: 59.21% → 58.44% (-0.77%)

Holders
149
Holders Change
+20
Holders Change %
+15.5%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
35
Increased
77
Reduced
22
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
+$119M
2
BlackRock
BlackRock
New York
+$75.8M
3
EA
Evergreen Advisors
Tennessee
+$8.53M
4
SC
Savant Capital
Illinois
+$5.27M
5
KCM
Karp Capital Management
California
+$5.12M

Top Sellers

Rank Fund Capital Flow
1
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$37M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$29.5M
3
Ameriprise
Ameriprise
Minnesota
-$26.3M
4
ACP
Aveo Capital Partners
Colorado
-$2.24M
5
TC
TownSquare Capital
Utah
-$2M
Name Holding Trade Value Shares
Change 		Change in
Stake
JC
101
Jentner Corp
Ohio
$260K +$255K +4,771 New
MIM
102
Moseley Investment Management
Florida
$257K -$32.7K -611 -11%
SC
103
Scotia Capital
Ontario, Canada
$235K – – –
BRWA
104
B. Riley Wealth Advisors
Florida
$232K +$227K +4,247 New
PIMG
105
Patriot Investment Management Group
Tennessee
$224K +$221K +4,123 New
CWM
106
Cedar Wealth Management
California
$221K +$61.6K +1,151 +40%
TA
107
TCG Advisors
Texas
$208K +$204K +3,809 New
QCIG
108
Quad-Cities Investment Group
Iowa
$205K +$143K +2,680 +254%
CAN
109
Cetera Advisor Networks
California
$205K +$202K +3,767 New
F
110
F3Logic
Minnesota
$205K +$202K +3,769 New
HAM
111
Highstreet Asset Management
Ontario, Canada
$203K – – –
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$153K +$132K +2,474 +726%
RCAG
113
Rehmann Capital Advisory Group
Michigan
$148K +$60.6K +1,132 +72%
MWC
114
MKD Wealth Coaches
Michigan
$143K +$2.68K +50 +2%
LFG
115
LifePlan Financial Group
Ohio
$132K – – –
AF
116
Advisornet Financial
Minnesota
$73K +$696 +13 +1%
RCC
117
Red Cedar Capital
Nebraska
$67K +$642 +12 +1%
AAM
118
Advisors Asset Management
Colorado
$65K +$34.6K +647 +117%
LM
119
Legg Mason
Maryland
$57K +$589 +11 +1%
NC
120
NewSquare Capital
Pennsylvania
$56K +$30.4K +568 +124%
RWG
121
Regal Wealth Group
California
$45K +$321 +6 +0.7%
ASN
122
Advisory Services Network
Georgia
$42K +$31.9K +597 +345%
LWM
123
Liberty Wealth Management
California
$38K – – –
ADL
124
Asset Dedication LLC
California
$34K +$3.64K +68 +12%
AIM
125
Arcadia Investment Management
Michigan
$27K – – –
3 4
5
6 7

IAGG Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2019, worth a combined $926M — up 26% from $738M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IAGG positions and 12 closed out — a net gain of 23 holders — while 77 added to existing stakes and 22 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $119M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $37M sold.

  • 149 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2019, up from 129 in Q1 2019.
  • Funds reported $926M of iShares Core International Aggregate Bond Fund stock for Q2 2019, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2019 and 12 closed out, a net change of +23 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2019 was Allworth Financial, an estimated $119M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2019 was Mackenzie Financial, an estimated $37M sold.

Based on aggregated 13F filings for Q2 2019.