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iShares Core International Aggregate Bond Fund

32 hedge funds and large institutions have $212M invested in iShares Core International Aggregate Bond Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

325% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 4

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

11% more capital invested

Capital invested by funds: $190M → $212M (+$21.8M)

10% more funds holding

Funds holding: 2932 (+3)

21.51% less ownership

Funds ownership: 75%53.49% (-22%)

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
17
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$172M +$16.2M +310,654 +10%
Ameriprise
2
Ameriprise
Minnesota
$17.4M +$5.11M +98,139 +41%
PFM
3
Phillips Financial Management
Indiana
$4.59M +$918K +17,642 +25%
UBS Group
4
UBS Group
Switzerland
$2.8M -$2.07M -39,831 -42%
Bank of America
5
Bank of America
North Carolina
$2.57M +$1.11M +21,293 +75%
AG
6
Advisor Group
Arizona
$1.85M +$985K +18,926 +112%
BAM
7
Berkshire Asset Management
Pennsylvania
$1.83M +$82.4K +1,582 +5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.36M +$407K +7,809 +42%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.35M +$47.6K +914 +4%
LPL Financial
10
LPL Financial
California
$1.05M +$166K +3,186 +19%
PAG
11
Private Advisor Group
New Jersey
$754K +$151K +2,892 +25%
Citadel Advisors
12
Citadel Advisors
Florida
$617K +$132K +2,538 +27%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$565K +$2.29K +44 +0.4%
SPC
14
Sigma Planning Corp
Michigan
$509K -$83.2K -1,598 -14%
FAAS
15
First Allied Advisory Services
California
$450K +$729 +14 +0.2%
AssetMark Inc
16
AssetMark Inc
California
$398K +$400K +7,681 New
SFG
17
Summit Financial Group
West Virginia
$389K +$390K +7,500 New
Jane Street
18
Jane Street
New York
$364K +$366K +7,021 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$337K
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$294K +$31.4K +603 +12%
Morgan Stanley
21
Morgan Stanley
New York
$291K +$282K +5,416 +2,708%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$259K +$160K +3,070 +159%
HAM
23
Highstreet Asset Management
Ontario, Canada
$194K +$195K +3,747 New
PA
24
Parallel Advisors
California
$60K
RWG
25
Regal Wealth Group
California
$56K -$1.19M -22,869 -95%

IAGG Hedge Fund Activity: Q2 2017 in Review

32 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2017, worth a combined $212M — up 11% from $190M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IAGG positions and 5 closed out — a net gain of 3 holders — while 17 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock, adding an estimated $16.2M. The largest seller was UBS Group, cutting an estimated $2.07M.

  • 32 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2017, up from 29 in Q1 2017.
  • Funds reported $212M of iShares Core International Aggregate Bond Fund stock for Q2 2017, up 11% quarter-over-quarter.
  • 8 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2017 and 5 closed out, a net change of +3 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2017 was BlackRock, an estimated $16.2M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2017 was UBS Group, an estimated $2.07M sold.

Based on aggregated 13F filings for Q2 2017.