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iShares Core International Aggregate Bond Fund

211 hedge funds and large institutions have $1.57B invested in iShares Core International Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 92 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 15

144% more funds holding in top 10

Funds holding in top 10: 922 (+13)

130% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 40

56% more capital invested

Capital invested by funds: $1.01B → $1.57B (+$566M)

29% more funds holding

Funds holding: 164211 (+47)

11.33% more ownership

Funds ownership: 56.2%67.53% (+11%)

Holders
211
Holders Change
+47
Holders Change %
+28.66%
% of All Funds
4.16%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.43%
New
63
Increased
92
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
201
Cranbrook Wealth Management
Michigan
$6K +$6.34K +115 New
GWM
202
Geneos Wealth Management
Colorado
$5K -$15K -272 -73%
DI
203
Disciplined Investments
Oklahoma
$5K +$5.34K +97 New
HIA
204
Harbor Investment Advisory
Maryland
$4K +$3.53K +64 New
AA
205
Ancora Advisors
Ohio
$3K +$2.75K +50 New
NFG
206
Next Financial Group
Texas
$2K -$4.85K -88 -70%
Toronto Dominion Bank
207
Toronto Dominion Bank
Ontario, Canada
$2K -$3.31K -60 -58%
HNB
208
Huntington National Bank
Ohio
$2K
LFG
209
Larson Financial Group
Missouri
$2K
TAIM
210
TD Ameritrade Investment Management
Nebraska
$2K +$275 +5 +19%
JWM
211
Janiczek Wealth Management
Colorado
$1K -$1.05K -19 -46%
AWA
212
Arkadios Wealth Advisors
Georgia
$837 +$826 +15 New
FI
213
FormulaFolio Investments
Michigan
-$4.19M -75,061 Closed
Citadel Advisors
214
Citadel Advisors
Florida
-$2.94M -52,770 Closed
BAM
215
Berkshire Asset Management
Pennsylvania
-$1.82M -32,640 Closed
CCM
216
Canal Capital Management
Virginia
-$918K -16,463 Closed
WP
217
WealthSource Partners
California
-$774K -13,876 Closed
GSWM
218
Golden State Wealth Management
California
-$757K -13,568 Closed
Creative Planning
219
Creative Planning
Kansas
-$491K -8,800 Closed
Bank of New York Mellon
220
Bank of New York Mellon
New York
-$238K -4,264 Closed
OMC
221
Old Mission Capital
Illinois
-$218K -3,910 Closed
F
222
F3Logic
Minnesota
-$210K -3,769 Closed
SWP
223
Strategic Wealth Partners
Ohio
-$11 -201 Closed
SB
224
Strategic Blueprint
Georgia
-$3K -55 Closed
HDIM
225
Hanson & Doremus Investment Management
Vermont
-$2K -34 Closed

IAGG Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2019, worth a combined $1.57B — up 56% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IAGG positions and 15 closed out — a net gain of 48 holders — while 92 added to existing stakes and 40 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $405M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $8.82M.

  • 211 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1.57B of iShares Core International Aggregate Bond Fund stock for Q4 2019, up 56% quarter-over-quarter.
  • 63 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2019 and 15 closed out, a net change of +48 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2019 was Matson Money Inc, an estimated $405M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2019 was TRUE Private Wealth Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q4 2019.