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iShares Core International Aggregate Bond Fund

198 hedge funds and large institutions have $1.59B invested in iShares Core International Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $1.46B → $1.59B (+$133M)

0.91% less ownership

Funds ownership: 65.92%65.01% (-0.91%)

7% less funds holding

Funds holding: 214198 (-16)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

54% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 26

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.06%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.33%
New
12
Increased
96
Reduced
60
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
101
Fidelity Investments
Massachusetts
$632K +$60.2K +1,089 +11%
SW
102
SlateStone Wealth
Florida
$627K -$16.9K -306 -3%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$603K +$441K +7,987 +279%
PAG
104
Pinnacle Advisory Group
Maryland
$598K +$41.3K +747 +7%
Betterment LLC
105
Betterment LLC
New York
$596K +$195K +3,520 +49%
JWM
106
JGP Wealth Management
Oregon
$575K +$15.3K +276 +3%
WAS
107
Wealth Advisory Solutions
Indiana
$574K +$884 +16 +0.2%
MOS
108
MGO One Seven
Ohio
$557K -$194K -3,505 -26%
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$532K -$69.1K -1,250 -12%
JIP
110
Jaffetilchin Investment Partners
Florida
$532K +$116K +2,102 +28%
PAG
111
Private Advisor Group
New Jersey
$528K -$341K -6,179 -39%
CWM
112
Cedar Wealth Management
California
$520K -$19.7K -356 -4%
AFAS
113
Acorn Financial Advisory Services
Virginia
$518K +$2.93K +53 +0.6%
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$517K -$49.1K -888 -9%
MPPLM
115
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$516K +$189K +3,422 +59%
CCFM
116
Clear Creek Financial Management
Washington
$503K -$340K -6,145 -40%
SFS
117
Sowell Financial Services
Arkansas
$500K +$45.8K +828 +10%
Goldman Sachs
118
Goldman Sachs
New York
$497K
RJA
119
Raymond James & Associates
Florida
$494K -$111K -2,000 -18%
GRP
120
Global Retirement Partners
California
$491K -$55 -1 -0%
LIM
121
Leavell Investment Management
Alabama
$470K +$231K +4,188 +99%
RJFSA
122
Raymond James Financial Services Advisors
Florida
$467K -$19.6K -354 -4%
TCM
123
Traynor Capital Management
Pennsylvania
$457K +$16.5K +299 +4%
CI
124
CX Institutional
Indiana
$453K +$29.2K +529 +7%
HA
125
HYA Advisors
Missouri
$427K

IAGG Hedge Fund Activity: Q2 2020 in Review

198 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2020, worth a combined $1.59B — up 9.1% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IAGG and 12 opened new positions — a net loss of 14 holders — while 60 trimmed existing stakes and 96 added.

The largest buyer was BlackRock, adding an estimated $63.4M. The largest seller was Matson Money Inc, cutting an estimated $53.3M.

  • 198 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2020, down from 214 in Q1 2020.
  • Funds reported $1.59B of iShares Core International Aggregate Bond Fund stock for Q2 2020, up 9.1% quarter-over-quarter.
  • 12 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2020 and 26 closed out, a net change of -14 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2020 was BlackRock, an estimated $63.4M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2020 was Matson Money Inc, an estimated $53.3M sold.

Based on aggregated 13F filings for Q2 2020.