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iShares Core International Aggregate Bond Fund

198 hedge funds and large institutions have $1.59B invested in iShares Core International Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $1.46B → $1.59B (+$133M)

0.91% less ownership

Funds ownership: 65.92%65.01% (-0.91%)

7% less funds holding

Funds holding: 214198 (-16)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

54% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 26

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.06%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.33%
New
12
Increased
96
Reduced
60
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APWM
151
Atlas Private Wealth Management
New York
$224K -$18.9K -342 -8%
SC
152
Scotia Capital
Ontario, Canada
$219K
AII
153
AGF Investments Inc
Ontario, Canada
$219K +$14.3K +259 +7%
DSA
154
Droms Strauss Advisors
Missouri
$218K +$216K +3,914 New
SPA
155
Sentinel Pension Advisors
Massachusetts
$209K -$7.74K -140 -4%
TAIM
156
TD Ameritrade Investment Management
Nebraska
$184K +$20.5K +371 +13%
LFG
157
LifePlan Financial Group
Ohio
$110K -$26K -470 -19%
TPWA
158
TRUE Private Wealth Advisors
Oregon
$101K -$1.38K -25 -1%
LWM
159
Lenox Wealth Management
Ohio
$97K -$3.98K -72 -4%
OAJ
160
Ogorek Anthony Joseph
New York
$80K +$166 +3 +0.2%
APA
161
American Portfolios Advisors
New York
$74.9K +$1.1K +20 +2%
IA
162
IFP Advisors
Florida
$74K -$36.7K -665 -33%
BWA
163
Burt Wealth Advisors
Maryland
$73K -$8.23K -149 -10%
RCC
164
Red Cedar Capital
Nebraska
$69K
SF
165
Synovus Financial
Georgia
$65K -$90K -1,628 -58%
TL
166
TrueWealth LLC
Georgia
$62K +$44.4K +803 +259%
PA
167
Procyon Advisors
Connecticut
$60K +$59.5K +1,076 New
LM
168
Legg Mason
Maryland
$56K -$2.43K -44 -4%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$49K +$4.14K +75 +9%
TFA
170
Transamerica Financial Advisors
Florida
$33K +$32.7K +592 New
Wells Fargo
171
Wells Fargo
California
$28K -$15.8K -285 -36%
AIM
172
Arcadia Investment Management
Michigan
$28K
RWG
173
Regal Wealth Group
California
$27K +$166 +3 +0.6%
GEA
174
Glen Eagle Advisors
New Jersey
$23.7K
AIC
175
Archer Investment Corporation
Indiana
$15K

IAGG Hedge Fund Activity: Q2 2020 in Review

198 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2020, worth a combined $1.59B — up 9.1% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IAGG and 12 opened new positions — a net loss of 14 holders — while 60 trimmed existing stakes and 96 added.

The largest buyer was BlackRock, adding an estimated $63.4M. The largest seller was Matson Money Inc, cutting an estimated $53.3M.

  • 198 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2020, down from 214 in Q1 2020.
  • Funds reported $1.59B of iShares Core International Aggregate Bond Fund stock for Q2 2020, up 9.1% quarter-over-quarter.
  • 12 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2020 and 26 closed out, a net change of -14 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2020 was BlackRock, an estimated $63.4M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2020 was Matson Money Inc, an estimated $53.3M sold.

Based on aggregated 13F filings for Q2 2020.