iShares Core International Aggregate Bond Fund
IAGG
129 hedge funds and large institutions have $738M invested in iShares Core International Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
48% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 33
17% more funds holding
Funds holding: 110 → 129 (+19)
17% more capital invested
Capital invested by funds: $630M → $738M (+$108M)
2.28% less ownership
Funds ownership: 61.49% → 59.21% (-2.3%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$78M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.5M |
| 3 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
+$10.8M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$6.08M |
| 5 |
BCA
Biltmore Capital Advisors
Princeton,
New Jersey
|
+$5.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$47M |
| 2 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$4.61M |
| 3 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
-$3.26M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$3.1M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$2.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWM
126
Janiczek Wealth Management
Denver,
Colorado
| $2K | +$53 | +1 | +3% |
|
|
TAIM
127
TD Ameritrade Investment Management
Omaha,
Nebraska
| $1K | +$1.42K | +27 | New |
|
|
FTUS
128
Flow Traders U.S.
New York
| – | -$1.34M | -25,688 | Closed |
|
129
Nomura Asset Management
Tokyo,
Japan
| – | -$1.3M | -25,000 | Closed |
|
|
SFG
130
Summit Financial Group
Moorefield,
West Virginia
| – | -$392K | -7,500 | Closed |
|
|
SBL
131
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$77K | -1,467 | Closed |
|
|
HFM
132
Hartford Financial Management
Hartford,
Connecticut
| – | -$43K | -820 | Closed |
|
|
CA
133
Claro Advisors
Boston,
Massachusetts
| – | -$5K | -97 | Closed |
|
|
CWM
134
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| – | -$3K | -63 | Closed |
|
|
AIC
135
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$3K | -58 | Closed |
|
|
CC
136
Claybrook Capital
Wellesley,
Massachusetts
| – | -$2K | -44 | Closed |
|
|
WDL
137
Well Done LLC
Holland,
Michigan
| – | -$2K | -44 | Closed |
|
|
RFM
138
Royal Fund Management
Lady Lake,
Florida
| – | +$158 | +3 | New |
|
IAGG Hedge Fund Activity: Q1 2019 in Review
129 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2019, worth a combined $738M — up 17% from $630M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IAGG positions and 10 closed out — a net gain of 20 holders — while 49 added to existing stakes and 33 trimmed.
The largest buyer was AllianceBernstein, opening a new position worth an estimated $78M. The largest seller was BlackRock, cutting an estimated $47M.
- 129 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2019, up from 110 in Q4 2018.
- Funds reported $738M of iShares Core International Aggregate Bond Fund stock for Q1 2019, up 17% quarter-over-quarter.
- 30 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2019 and 10 closed out, a net change of +20 holders.
- The largest iShares Core International Aggregate Bond Fund buyer in Q1 2019 was AllianceBernstein, an estimated $78M added.
- The largest iShares Core International Aggregate Bond Fund seller in Q1 2019 was BlackRock, an estimated $47M sold.
Based on aggregated 13F filings for Q1 2019.