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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
NC
176
NewSquare Capital
Pennsylvania
$12K
Carson Wealth (CWM LLC)
177
Carson Wealth (CWM LLC)
Nebraska
$11K
PA
178
Parallel Advisors
California
$11K
AIL
179
AGF Investments LLC
Ontario, Canada
$9K -$663 -12 -7%
ADL
180
Asset Dedication LLC
California
$7K
FRA
181
Front Row Advisors
California
$7K
TFS
182
TrustCore Financial Services
Tennessee
$7K
DI
183
Disciplined Investments
Oklahoma
$7K +$1.6K +29 +30%
CAAS
184
Capital Asset Advisory Services
Michigan
$6K -$2.98K -54 -35%
CWM
185
Cranbrook Wealth Management
Michigan
$6K
WP
186
WealthShield Partners
North Carolina
$6K
DCM
187
Davis Capital Management
Florida
$6K +$55 +1 +0.9%
JCM
188
Jacobi Capital Management
Pennsylvania
$6K +$6.96K +126 +152%
PFGIA
189
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$11.8K -213 -70%
GWM
190
Geneos Wealth Management
Colorado
$5K
OPS
191
Orion Portfolio Solutions
Nebraska
$4K
HFA
192
Hoover Financial Advisors
Pennsylvania
$4K +$4.03K +73 New
AA
193
Ancora Advisors
Ohio
$3K
LFG
194
Larson Financial Group
Missouri
$2K
Toronto Dominion Bank
195
Toronto Dominion Bank
Ontario, Canada
$2K
HIA
196
Harbor Investment Advisory
Maryland
$1K
JWM
197
Janiczek Wealth Management
Colorado
$1K
PP
198
PrairieView Partners
Minnesota
$1K
Barclays
199
Barclays
United Kingdom
-$3.21M -58,711 Closed
FGAM
200
Financial Gravity Asset Management
Texas
-$351K -32,341 Closed

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.