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iShares Core International Aggregate Bond Fund

211 hedge funds and large institutions have $1.57B invested in iShares Core International Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 92 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 15

144% more funds holding in top 10

Funds holding in top 10: 922 (+13)

130% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 40

56% more capital invested

Capital invested by funds: $1.01B → $1.57B (+$566M)

29% more funds holding

Funds holding: 164211 (+47)

11.33% more ownership

Funds ownership: 56.2%67.53% (+11%)

Holders
211
Holders Change
+47
Holders Change %
+28.66%
% of All Funds
4.16%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.43%
New
63
Increased
92
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
126
Traynor Capital Management
Pennsylvania
$449K +$26.7K +485 +6%
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$439K -$258K -4,685 -37%
AFAS
128
Acorn Financial Advisory Services
Virginia
$432K +$435K +7,891 New
VCM
129
Vivaldi Capital Management
Illinois
$431K -$7.6K -138 -2%
HA
130
HYA Advisors
Missouri
$420K +$423K +7,671 New
WWM
131
Western Wealth Management
Colorado
$412K -$115K -2,083 -22%
JIP
132
Jaffetilchin Investment Partners
Florida
$412K -$2.65K -48 -0.6%
WU
133
Wealthsimple US
New York
$412K +$414K +7,522 New
SFG
134
Summit Financial Group
West Virginia
$411K
CWA
135
Clarus Wealth Advisors
Arizona
$400K -$39.4K -716 -9%
MA
136
Mutual Advisors
Nebraska
$387K +$389K +7,060 New
WAS
137
Wealth Advisory Solutions
Indiana
$371K +$373K +6,775 New
RIA
138
Regal Investment Advisors
Michigan
$364K -$9.09K -165 -2%
SA
139
Shilanski & Associates
Alaska
$363K +$14.4K +262 +4%
CWP
140
Capital Wealth Planning
Florida
$347K +$441 +8 +0.1%
CI
141
CX Institutional
Indiana
$332K -$38.5K -699 -10%
GPA
142
Garrison Point Advisors
California
$318K +$320K +5,804 New
QCIG
143
Quad-Cities Investment Group
Iowa
$313K +$46K +835 +17%
SS
144
Sunbelt Securities
Texas
$311K +$14.4K +261 +4%
PIMG
145
Patriot Investment Management Group
Tennessee
$308K -$37.9K -687 -11%
JC
146
Jentner Corp
Ohio
$301K +$14.2K +258 +5%
FAAS
147
First Allied Advisory Services
California
$300K +$10.2K +186 +4%
FSC
148
Full Sail Capital
Oklahoma
$297K +$294K +5,335 New
BFG
149
Bouchey Financial Group
New York
$286K +$288K +5,219 New
JP Morgan Chase
150
JP Morgan Chase
New York
$273K -$661 -12 -0.2%

IAGG Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2019, worth a combined $1.57B — up 56% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IAGG positions and 15 closed out — a net gain of 48 holders — while 92 added to existing stakes and 40 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $405M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $8.82M.

  • 211 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1.57B of iShares Core International Aggregate Bond Fund stock for Q4 2019, up 56% quarter-over-quarter.
  • 63 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2019 and 15 closed out, a net change of +48 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2019 was Matson Money Inc, an estimated $405M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2019 was TRUE Private Wealth Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q4 2019.