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iShares Core International Aggregate Bond Fund

239 hedge funds and large institutions have $1.85B invested in iShares Core International Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

106% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 50

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

15% more funds holding

Funds holding: 208239 (+31)

10% more capital invested

Capital invested by funds: $1.68B → $1.85B (+$165M)

0.8% more ownership

Funds ownership: 54.69%55.49% (+0.8%)

Holders
239
Holders Change
+31
Holders Change %
+14.9%
% of All Funds
4.23%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
49
Increased
103
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$957K -$98.3K -1,760 -9%
SWP
102
Stratos Wealth Partners
Ohio
$943K +$76K +1,360 +9%
TP
103
Tranquility Partners
Tennessee
$901K +$895K +16,025 New
Kovitz Investment Group Partners
104
Kovitz Investment Group Partners
Illinois
$864K -$11.1K -198 -1%
Cetera Investment Advisers
105
Cetera Investment Advisers
Illinois
$856K +$333K +5,953 +64%
LA
106
LexAurum Advisors
Kansas
$839K -$3.85K -69 -0.5%
PWM
107
Perigon Wealth Management
California
$832K +$461K +8,255 +126%
NCM
108
New Capital Management
Texas
$830K +$366K +6,552 +80%
EWA
109
Exencial Wealth Advisors
Oklahoma
$817K +$9K +161 +1%
BA
110
Bridge Advisory
California
$798K +$793K +14,190 New
OGF
111
Orin Green Financial
California
$792K +$787K +14,088 New
CST
112
Charles Schwab Trust
Nevada
$788K +$784K +14,025 New
FAIM
113
Financial Advocates Investment Management
Washington
$764K +$413K +7,400 New
QCIG
114
Quad-Cities Investment Group
Iowa
$753K +$201K +3,589 +37%
RF
115
RHS Financial
California
$750K +$466K +8,338 +167%
KAS
116
Kestra Advisory Services
Texas
$738K +$732K +13,097 +22,581%
SBL
117
Sargent Bickham Lagudis
Colorado
$736K +$731K +13,091 New
LWP
118
Laurel Wealth Planning
Minnesota
$729K +$725K +12,970 New
LIM
119
Leavell Investment Management
Alabama
$707K +$214K +3,825 +44%
TCWM
120
Total Clarity Wealth Management
Illinois
$703K +$10.4K +187 +2%
SC
121
Scotia Capital
Ontario, Canada
$682K +$458K +8,198 +208%
JWM
122
JGP Wealth Management
Oregon
$681K +$81.2K +1,454 +13%
PG
123
Prostatis Group
Maryland
$675K +$272K +4,860 +68%
EL
124
EQ LLC
Washington
$673K +$669K +11,980 New
Fidelity Investments
125
Fidelity Investments
Massachusetts
$671K +$28.3K +506 +4%

IAGG Hedge Fund Activity: Q4 2020 in Review

239 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2020, worth a combined $1.85B — up 9.8% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IAGG positions and 16 closed out — a net gain of 33 holders — while 103 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $60.5M. The largest seller was Allworth Financial, cutting an estimated $25.2M.

  • 239 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2020, up from 208 in Q3 2020.
  • Funds reported $1.85B of iShares Core International Aggregate Bond Fund stock for Q4 2020, up 9.8% quarter-over-quarter.
  • 49 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2020 and 16 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2020 was BlackRock, an estimated $60.5M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2020 was Allworth Financial, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2020.