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iShares Core International Aggregate Bond Fund

252 hedge funds and large institutions have $1.96B invested in iShares Core International Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 63

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

6% more capital invested

Capital invested by funds: $1.85B → $1.96B (+$115M)

5% more funds holding

Funds holding: 239252 (+13)

1.98% less ownership

Funds ownership: 55.49%53.51% (-2%)

Holders
252
Holders Change
+13
Holders Change %
+5.44%
% of All Funds
4.42%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
37
Increased
114
Reduced
63
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$1.11M +$68K +1,228 +6%
BMD
102
Better Money Decisions
New Mexico
$1.1M +$1.11M +20,103 New
LA
103
LexAurum Advisors
Kansas
$1.1M +$283K +5,111 +34%
IFAM
104
Institutional & Family Asset Management
Colorado
$1.07M -$782K -14,108 -42%
SWP
105
Stratos Wealth Partners
Ohio
$1.03M +$111K +2,007 +12%
State Street
106
State Street
Massachusetts
$1.03M +$1.04M +18,695 New
NCM
107
New Capital Management
Texas
$995K +$187K +3,377 +23%
SPC
108
Sigma Planning Corp
Michigan
$994K +$60.7K +1,095 +6%
SWM
109
Spire Wealth Management
Virginia
$992K +$1.42M +25,616 New
RF
110
RHS Financial
California
$980K +$250K +4,512 +34%
LIM
111
Leavell Investment Management
Alabama
$967K +$279K +5,044 +40%
AAS
112
Avantax Advisory Services
Texas
$918K -$193K -3,485 -17%
TP
113
Tranquility Partners
Tennessee
$879K
Kovitz Investment Group Partners
114
Kovitz Investment Group Partners
Illinois
$851K +$8.31K +150 +1%
QCIG
115
Quad-Cities Investment Group
Iowa
$844K +$110K +1,979 +15%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$841K +$4.82K +87 +0.6%
MA
117
Mutual Advisors
Nebraska
$830K -$448K -8,077 -35%
EWA
118
Exencial Wealth Advisors
Oklahoma
$823K +$25.8K +465 +3%
Deutsche Bank
119
Deutsche Bank
Germany
$819K -$1.39M -25,030 -63%
PWM
120
Perigon Wealth Management
California
$817K +$5.76K +104 +0.7%
JWM
121
JGP Wealth Management
Oregon
$811K +$142K +2,563 +21%
OGF
122
Orin Green Financial
California
$807K +$34.1K +616 +4%
Betterment LLC
123
Betterment LLC
New York
$782K +$351K +6,335 +80%
LWP
124
Laurel Wealth Planning
Minnesota
$756K +$45K +813 +6%
Goldman Sachs
125
Goldman Sachs
New York
$750K +$263K +4,743 +53%

IAGG Hedge Fund Activity: Q1 2021 in Review

252 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2021, worth a combined $1.96B — up 6.2% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 24 closed out — a net gain of 13 holders — while 114 added to existing stakes and 63 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $59.3M. The largest seller was Allworth Financial, cutting an estimated $102M.

  • 252 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2021, up from 239 in Q4 2020.
  • Funds reported $1.96B of iShares Core International Aggregate Bond Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2021 was Jane Street, an estimated $59.3M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2021 was Allworth Financial, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.