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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
RWA
201
Redhawk Wealth Advisors
Minnesota
-$1.27M -23,204 Closed
Susquehanna International Group
202
Susquehanna International Group
Pennsylvania
-$636K -11,628 Closed
BSW
203
Buckingham Strategic Wealth
Missouri
-$618K -11,303 Closed
TA
204
TCG Advisors
Texas
-$534K -9,759 Closed
Financial Engines Advisors
205
Financial Engines Advisors
California
-$476K -8,695 Closed
SFP
206
Strategic Financial Partners
Oregon
-$381K -6,970 Closed
CWP
207
Capital Wealth Planning
Florida
-$340K -6,213 Closed
IWS
208
Insight Wealth Strategies
California
-$298K -5,447 Closed
AIC
209
Ameritas Investment Company
Nebraska
-$181K -3,314 Closed
ASN
210
Advisory Services Network
Georgia
-$120K -2,195 Closed
JWA
211
JFS Wealth Advisors
Pennsylvania
-$67K -1,231 Closed
BAM
212
Bellevue Asset Management
Washington
-$65K -1,171 Closed
LWM
213
Liberty Wealth Management
California
-$38.7K -700 -100%
LSA
214
Lion Street Advisors
Texas
-$34K -618 Closed
GSWM
215
Golden State Wealth Management
California
-$24K -437 Closed
PMFA
216
Plante Moran Financial Advisors
Michigan
-$21K -380 Closed
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
-$21K -375 Closed
TWA
218
TCI Wealth Advisors
Arizona
-$16K -300 Closed
CAL
219
Capital Analysts LLC
Pennsylvania
-$7K -126 Closed
WAP
220
Wealthcare Advisory Partners
Pennsylvania
-$7K -124 Closed
GWMIA
221
Global Wealth Management Investment Advisory
Florida
-$6K -115 Closed
Fifth Third Bancorp
222
Fifth Third Bancorp
Ohio
-$5K -91 Closed
NFG
223
Next Financial Group
Texas
-$4K -78 Closed
CIAS
224
Capital Investment Advisory Services
North Carolina
-$1K -27 Closed
AWA
225
Arkadios Wealth Advisors
Georgia
-$824 -15 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.