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iShares Core International Aggregate Bond Fund

211 hedge funds and large institutions have $1.57B invested in iShares Core International Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 92 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 15

144% more funds holding in top 10

Funds holding in top 10: 922 (+13)

130% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 40

56% more capital invested

Capital invested by funds: $1.01B → $1.57B (+$566M)

29% more funds holding

Funds holding: 164211 (+47)

11.33% more ownership

Funds ownership: 56.2%67.53% (+11%)

Holders
211
Holders Change
+47
Holders Change %
+28.66%
% of All Funds
4.16%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.43%
New
63
Increased
92
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$900K -$100K -1,816 -10%
Kovitz Investment Group Partners
102
Kovitz Investment Group Partners
Illinois
$899K +$41.2K +748 +5%
HR
103
Hayden Royal
North Carolina
$851K +$385K +6,984 +84%
CA
104
Crumly & Associates
Illinois
$837K +$842K +15,283 New
SCA
105
Snowden Capital Advisors
New York
$833K -$325K -5,895 -28%
MML Investors Services
106
MML Investors Services
Massachusetts
$783K +$573K +10,401 +267%
TA
107
TCG Advisors
Texas
$774K +$13.3K +241 +2%
SFP
108
Strategic Financial Partners
Oregon
$771K +$776K +14,076 New
PAG
109
Private Advisor Group
New Jersey
$744K +$133K +2,413 +22%
MOS
110
MGO One Seven
Ohio
$721K +$228K +4,132 +46%
SPC
111
Sigma Planning Corp
Michigan
$707K +$73.9K +1,342 +12%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$695K +$462K +8,386 +195%
SW
113
SlateStone Wealth
Florida
$651K +$4.96K +90 +0.8%
SWP
114
Stratos Wealth Partners
Ohio
$633K +$268K +4,856 +72%
Mariner
115
Mariner
Kansas
$633K +$637K +11,556 New
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$587K +$91.2K +1,656 +18%
LA
117
LexAurum Advisors
Kansas
$565K +$7.82K +142 +1%
CWM
118
Cedar Wealth Management
California
$551K +$191K +3,467 +53%
9WM
119
9258 Wealth Management
Ohio
$498K +$501K +9,088 New
Goldman Sachs
120
Goldman Sachs
New York
$489K
DSA
121
Droms Strauss Advisors
Missouri
$488K +$491K +8,909 New
5L
122
55I LLC
Massachusetts
$466K -$28.8K -523 -6%
RJFSA
123
Raymond James Financial Services Advisors
Florida
$465K +$43K +780 +10%
JWM
124
JGP Wealth Management
Oregon
$457K +$13.9K +252 +3%
CONA
125
Capital One National Association
New York
$452K +$454K +8,244 New

IAGG Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2019, worth a combined $1.57B — up 56% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IAGG positions and 15 closed out — a net gain of 48 holders — while 92 added to existing stakes and 40 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $405M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $8.82M.

  • 211 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1.57B of iShares Core International Aggregate Bond Fund stock for Q4 2019, up 56% quarter-over-quarter.
  • 63 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2019 and 15 closed out, a net change of +48 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2019 was Matson Money Inc, an estimated $405M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2019 was TRUE Private Wealth Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q4 2019.