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iShares Core International Aggregate Bond Fund

252 hedge funds and large institutions have $1.96B invested in iShares Core International Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 63

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

6% more capital invested

Capital invested by funds: $1.85B → $1.96B (+$115M)

5% more funds holding

Funds holding: 239252 (+13)

1.98% less ownership

Funds ownership: 55.49%53.51% (-2%)

Holders
252
Holders Change
+13
Holders Change %
+5.44%
% of All Funds
4.42%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
37
Increased
114
Reduced
63
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
176
Summit Financial Group
West Virginia
$274K
KA
177
Kovack Advisors
Florida
$271K +$55.1K +994 +25%
Northwestern Mutual Wealth Management
178
Northwestern Mutual Wealth Management
Wisconsin
$270K -$2.27K -41 -0.8%
BFPW
179
BOK Financial Private Wealth
Colorado
$269K -$29.6K -534 -10%
BC
180
Brio Consultants
California
$267K -$4.04K -73 -1%
JCIA
181
Jackson Creek Investment Advisors
Colorado
$267K +$269K +4,859 New
KAS
182
Kestra Advisory Services
Texas
$261K -$465K -8,394 -64%
SSC
183
Syverson Strege & Co
Iowa
$256K -$65.1K -1,174 -20%
CF
184
Centaurus Financial
California
$249K -$57.4K -1,035 -19%
BFWA
185
Benchmark Financial Wealth Advisors
Florida
$243K
5L
186
55I LLC
Massachusetts
$238K -$7.76K -140 -3%
TAIM
187
TD Ameritrade Investment Management
Nebraska
$236K
OPS
188
Orion Portfolio Solutions
Nebraska
$236K +$29.4K +530 +14%
WWM
189
Wolff Wiese Magana
California
$236K +$59.8K +1,079 +33%
PIMG
190
Patriot Investment Management Group
Tennessee
$234K +$35.7K +644 +18%
FSC
191
Full Sail Capital
Oklahoma
$222K
MHS
192
M Holdings Securities
Oregon
$222K +$225K +4,053 New
RJA
193
Raymond James & Associates
Florida
$221K +$224K +4,037 New
IHWM
194
Iron Horse Wealth Management
Iowa
$220K -$2.77K -50 -1%
PMG
195
ProVise Management Group
Florida
$216K +$12.4K +224 +6%
NAM
196
NTV Asset Management
West Virginia
$214K
HR
197
Howe & Rusling
New York
$212K +$214K +3,870 New
CIBC World Market
198
CIBC World Market
Ontario, Canada
$211K +$214K +3,855 New
DSA
199
Droms Strauss Advisors
Missouri
$205K -$12.2K -221 -6%
MAFM
200
Mid Atlantic Financial Management
Pennsylvania
$202K +$204K +3,676 New

IAGG Hedge Fund Activity: Q1 2021 in Review

252 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2021, worth a combined $1.96B — up 6.2% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 24 closed out — a net gain of 13 holders — while 114 added to existing stakes and 63 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $59.3M. The largest seller was Allworth Financial, cutting an estimated $102M.

  • 252 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2021, up from 239 in Q4 2020.
  • Funds reported $1.96B of iShares Core International Aggregate Bond Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2021 was Jane Street, an estimated $59.3M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2021 was Allworth Financial, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.