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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
BWM
176
Blossom Wealth Management
California
$227K +$226K +4,043 New
FSC
177
Full Sail Capital
Oklahoma
$226K
KA
178
Kovack Advisors
Florida
$222K +$221K +3,949 New
DSA
179
Droms Strauss Advisors
Missouri
$221K -$38.9K -697 -15%
NAM
180
NTV Asset Management
West Virginia
$219K
OPS
181
Orion Portfolio Solutions
Nebraska
$212K +$211K +3,770 New
SPA
182
Sentinel Pension Advisors
Massachusetts
$211K +$335 +6 +0.2%
PMG
183
ProVise Management Group
Florida
$209K +$208K +3,718 New
9WM
184
9258 Wealth Management
Ohio
$208K -$17.1K -306 -8%
NRI
185
NFP Retirement Inc
California
$207K -$25.4K -455 -11%
NB
186
NBT Bank
New York
$207K +$206K +3,690 New
HIP
187
HUB Investment Partners
Texas
$204K +$204K +3,658 New
PIMG
188
Patriot Investment Management Group
Tennessee
$203K -$63.1K -1,130 -24%
WWM
189
Wolff Wiese Magana
California
$181K +$180K +3,223 New
Wells Fargo
190
Wells Fargo
California
$180K +$15.5K +277 +9%
BWA
191
Burt Wealth Advisors
Maryland
$174K +$5.92K +106 +4%
ASN
192
Advisory Services Network
Georgia
$139K -$1.56K -28 -1%
TFO
193
Tarbox Family Office
California
$124K +$21.7K +389 +22%
TPWA
194
TRUE Private Wealth Advisors
Oregon
$102K
IA
195
IFP Advisors
Florida
$98K -$21.1K -378 -18%
MCC
196
Money Concepts Capital
Florida
$97K +$96.8K +1,732 New
OAJ
197
Ogorek Anthony Joseph
New York
$81K +$56 +1 +0.1%
RCC
198
Red Cedar Capital
Nebraska
$70K
AWA
199
Arkadios Wealth Advisors
Georgia
$70K +$69.7K +1,247 New
BWM
200
Birchcreek Wealth Management
Ohio
$70K +$70.2K +1,256 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.