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iShares Core International Aggregate Bond Fund

239 hedge funds and large institutions have $1.85B invested in iShares Core International Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

106% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 50

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

15% more funds holding

Funds holding: 208239 (+31)

10% more capital invested

Capital invested by funds: $1.68B → $1.85B (+$165M)

0.8% more ownership

Funds ownership: 54.69%55.49% (+0.8%)

Holders
239
Holders Change
+31
Holders Change %
+14.9%
% of All Funds
4.23%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
49
Increased
103
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
151
CX Institutional
Indiana
$360K -$76.2K -1,363 -18%
MWC
152
MKD Wealth Coaches
Michigan
$347K +$83.9K +1,501 +32%
APA
153
American Portfolios Advisors
New York
$338K +$259K +4,641 +337%
AII
154
AGF Investments Inc
Ontario, Canada
$329K +$41.8K +748 +15%
SS
155
Sunbelt Securities
Texas
$329K +$57.1K +1,022 +21%
SSC
156
Syverson Strege & Co
Iowa
$328K +$326K +5,842 New
FC
157
Ferris Capital
Massachusetts
$325K +$28.8K +515 +10%
HCP
158
Hexagon Capital Partners
Arkansas
$319K -$9.95K -178 -3%
BIA
159
Bigelow Investment Advisors
Maine
$318K +$37.7K +675 +14%
CF
160
Centaurus Financial
California
$314K +$312K +5,579 New
JP Morgan Chase
161
JP Morgan Chase
New York
$312K -$24.6K -440 -7%
BFPW
162
BOK Financial Private Wealth
Colorado
$305K -$439K -7,860 -59%
CAN
163
Cetera Advisor Networks
California
$304K -$2.04M -36,479 -87%
CFD
164
Creative Financial Designs
Indiana
$292K +$27.4K +491 +10%
SFG
165
Summit Financial Group
West Virginia
$281K
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$279K -$290K -5,182 -51%
BC
167
Brio Consultants
California
$278K -$96.1K -1,720 -26%
HWM
168
Hemington Wealth Management
Virginia
$276K +$274K +4,903 New
SW
169
SlateStone Wealth
Florida
$259K -$152K -2,728 -37%
5L
170
55I LLC
Massachusetts
$252K -$60.6K -1,085 -19%
BFWA
171
Benchmark Financial Wealth Advisors
Florida
$249K
MCWS
172
McKinley Carter Wealth Services
West Virginia
$246K +$245K +4,379 New
APWM
173
Atlas Private Wealth Management
New York
$239K +$6.76K +121 +3%
TAIM
174
TD Ameritrade Investment Management
Nebraska
$236K +$21K +375 +10%
IHWM
175
Iron Horse Wealth Management
Iowa
$229K +$227K +4,066 New

IAGG Hedge Fund Activity: Q4 2020 in Review

239 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2020, worth a combined $1.85B — up 9.8% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IAGG positions and 16 closed out — a net gain of 33 holders — while 103 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $60.5M. The largest seller was Allworth Financial, cutting an estimated $25.2M.

  • 239 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2020, up from 208 in Q3 2020.
  • Funds reported $1.85B of iShares Core International Aggregate Bond Fund stock for Q4 2020, up 9.8% quarter-over-quarter.
  • 49 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2020 and 16 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2020 was BlackRock, an estimated $60.5M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2020 was Allworth Financial, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2020.