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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
IAA
151
Independent Advisor Alliance
North Carolina
$259K +$261K +4,736 New
BFPW
152
BOK Financial Private Wealth
Colorado
$255K +$256K +4,652 New
NRI
153
NFP Retirement Inc
California
$252K +$253K +4,600 New
LWM
154
Laidlaw Wealth Management
New York
$251K +$252K +4,577 New
Baird Financial Group
155
Baird Financial Group
Wisconsin
$244K -$157K -2,847 -39%
CWM
156
Cornerstone Wealth Management
Missouri
$240K -$10.4K -189 -4%
WFA
157
Wade Financial Advisory
California
$238K +$239K +4,335 New
MPPLM
158
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$235K +$26.2K +475 +12%
LIM
159
Leavell Investment Management
Alabama
$233K +$16.8K +305 +8%
HIM
160
Hanlon Investment Management
New Jersey
$228K +$1.27K +23 +0.6%
AAM
161
Advisors Asset Management
Colorado
$224K +$86.8K +1,575 +63%
APWM
162
Atlas Private Wealth Management
New York
$223K +$225K +4,078 New
SC
163
Scotia Capital
Ontario, Canada
$215K -$21.5K -390 -9%
SFS
164
Sowell Financial Services
Arkansas
$212K -$860K -15,609 -80%
HAM
165
Highstreet Asset Management
Ontario, Canada
$209K +$6.23K +113 +3%
CS
166
Capital Square
Tennessee
$205K +$207K +3,755 New
OAJ
167
Ogorek Anthony Joseph
New York
$179K -$131K -2,383 -42%
IA
168
IFP Advisors
Florida
$138K -$36.3K -658 -20%
LFG
169
LifePlan Financial Group
Ohio
$134K
NC
170
NewSquare Capital
Pennsylvania
$131K +$29.7K +539 +29%
ASN
171
Advisory Services Network
Georgia
$120K +$78.6K +1,427 +185%
TPWA
172
TRUE Private Wealth Advisors
Oregon
$116K -$8.82M -160,150 -99%
LWM
173
Lenox Wealth Management
Ohio
$109K +$91.9K +1,668 +513%
CAAS
174
Capital Asset Advisory Services
Michigan
$95K +$94.2K +1,710 New
RCC
175
Red Cedar Capital
Nebraska
$68K +$331 +6 +0.5%

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.