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iShares Core International Aggregate Bond Fund

149 hedge funds and large institutions have $926M invested in iShares Core International Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 22

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

26% more capital invested

Capital invested by funds: $738M → $926M (+$189M)

16% more funds holding

Funds holding: 129149 (+20)

0.77% less ownership

Funds ownership: 59.21%58.44% (-0.77%)

Holders
149
Holders Change
+20
Holders Change %
+15.5%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
35
Increased
77
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$25K -$19.4K -363 -44%
FGAM
127
Financial Gravity Asset Management
Texas
$25K -$963 -18 -4%
GEA
128
Glen Eagle Advisors
New Jersey
$23.2K
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$20K +$5.24K +98 +35%
Wells Fargo
130
Wells Fargo
California
$16K -$33.4K -624 -68%
LWM
131
Lenox Wealth Management
Ohio
$16K +$6.85K +128 +77%
CAL
132
Capital Analysts LLC
Pennsylvania
$15K +$14.8K +277 New
AIC
133
Archer Investment Corporation
Indiana
$14K +$1.5K +28 +13%
WP
134
WealthShield Partners
North Carolina
$12K -$5.78K -108 -33%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$12K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$11K
SWP
137
Strategic Wealth Partners
Ohio
$10K
PA
138
Parallel Advisors
California
$9K -$52.8K -986 -85%
GRP
139
Global Retirement Partners
California
$9K +$2.46K +46 +41%
DWM
140
Destination Wealth Management
California
$9K +$8.62K +161 New
RIA
141
Realta Investment Advisors
Delaware
$8K +$8.03K +150 New
Toronto Dominion Bank
142
Toronto Dominion Bank
Ontario, Canada
$6.01K +$11.1K +208 New
NFG
143
Next Financial Group
Texas
$5K +$4.87K +91 New
BWA
144
Burt Wealth Advisors
Maryland
$5K +$5.35K +100 New
JWM
145
Janiczek Wealth Management
Colorado
$2K
LFG
146
Larson Financial Group
Missouri
$2K
SFG
147
SevenBridge Financial Group
Pennsylvania
$2K +$1.55K +29 +967%
TAIM
148
TD Ameritrade Investment Management
Nebraska
$1K
HFM
149
Hartford Financial Management
Connecticut
$1K +$1.39K +26 New
Mackenzie Financial
150
Mackenzie Financial
Ontario, Canada
-$37M -691,495 Closed

IAGG Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2019, worth a combined $926M — up 26% from $738M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IAGG positions and 12 closed out — a net gain of 23 holders — while 77 added to existing stakes and 22 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $119M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $37M sold.

  • 149 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2019, up from 129 in Q1 2019.
  • Funds reported $926M of iShares Core International Aggregate Bond Fund stock for Q2 2019, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2019 and 12 closed out, a net change of +23 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2019 was Allworth Financial, an estimated $119M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2019 was Mackenzie Financial, an estimated $37M sold.

Based on aggregated 13F filings for Q2 2019.