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iShares Core International Aggregate Bond Fund

164 hedge funds and large institutions have $1.01B invested in iShares Core International Aggregate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

124% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 37

10% more funds holding

Funds holding: 149164 (+15)

9% more capital invested

Capital invested by funds: $926M → $1.01B (+$81.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.24% less ownership

Funds ownership: 58.44%56.2% (-2.2%)

Holders
164
Holders Change
+15
Holders Change %
+10.07%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
24
Increased
83
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Baird Financial Group
101
Baird Financial Group
Wisconsin
$408K -$9.79K -177 -2%
RIA
102
Regal Investment Advisors
Michigan
$380K -$22.8K -412 -6%
CI
103
CX Institutional
Indiana
$377K +$36.4K +658 +11%
SWP
104
Stratos Wealth Partners
Ohio
$374K +$371K +6,700 New
CWM
105
Cedar Wealth Management
California
$367K +$140K +2,528 +62%
SA
106
Shilanski & Associates
Alaska
$355K -$1.6K -29 -0.5%
PIMG
107
Patriot Investment Management Group
Tennessee
$352K +$122K +2,203 +53%
CWP
108
Capital Wealth Planning
Florida
$350K +$350K +6,333 New
SS
109
Sunbelt Securities
Texas
$348K +$345K +6,238 New
OAJ
110
Ogorek Anthony Joseph
New York
$316K +$11.1K +201 +4%
FAAS
111
First Allied Advisory Services
California
$296K +$21.4K +386 +8%
JC
112
Jentner Corp
Ohio
$292K +$25.5K +461 +10%
JP Morgan Chase
113
JP Morgan Chase
New York
$278K +$3.93K +71 +1%
QCIG
114
Quad-Cities Investment Group
Iowa
$274K +$63.8K +1,154 +31%
CWM
115
Cornerstone Wealth Management
Missouri
$255K -$28.2K -509 -10%
SC
116
Scotia Capital
Ontario, Canada
$241K
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$240K +$81.9K +1,481 +53%
Bank of New York Mellon
118
Bank of New York Mellon
New York
$238K -$749K -13,550 -76%
HIM
119
Hanlon Investment Management
New Jersey
$230K -$2.71M -49,056 -92%
LIM
120
Leavell Investment Management
Alabama
$220K +$218K +3,945 New
OMC
121
Old Mission Capital
Illinois
$218K -$132K -2,380 -38%
MML Investors Services
122
MML Investors Services
Massachusetts
$217K -$102K -1,845 -32%
MPPLM
123
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$212K +$211K +3,808 New
F
124
F3Logic
Minnesota
$210K
CAN
125
Cetera Advisor Networks
California
$209K

IAGG Hedge Fund Activity: Q3 2019 in Review

164 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2019, worth a combined $1.01B — up 8.8% from $926M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IAGG positions and 9 closed out — a net gain of 15 holders — while 83 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $19.6M. The largest seller was AllianceBernstein, exiting entirely with an estimated $50.7M sold.

  • 164 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2019, up from 149 in Q2 2019.
  • Funds reported $1.01B of iShares Core International Aggregate Bond Fund stock for Q3 2019, up 8.8% quarter-over-quarter.
  • 24 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2019 and 9 closed out, a net change of +15 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2019 was BlackRock, an estimated $19.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2019 was AllianceBernstein, an estimated $50.7M sold.

Based on aggregated 13F filings for Q3 2019.