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iShares Core International Aggregate Bond Fund

41 hedge funds and large institutions have $284M invested in iShares Core International Aggregate Bond Fund in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

34% more capital invested

Capital invested by funds: $212M → $284M (+$71.6M)

28% more funds holding

Funds holding: 3241 (+9)

6.47% more ownership

Funds ownership: 53.49%59.96% (+6.5%)

Holders
41
Holders Change
+9
Holders Change %
+28.13%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
15
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$186M +$14.4M +278,152 +8%
SAS
2
Sage Advisory Services
Texas
$42.3M +$42.4M +818,768 New
Ameriprise
3
Ameriprise
Minnesota
$14.3M -$3.09M -59,677 -18%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$10.7M +$10.7M +206,774 New
PFM
5
Phillips Financial Management
Indiana
$5.14M +$551K +10,632 +12%
Jane Street
6
Jane Street
New York
$5.02M +$4.67M +90,061 +1,283%
UBS Group
7
UBS Group
Switzerland
$2.27M -$525K -10,141 -19%
AG
8
Advisor Group
Arizona
$2.06M +$206K +3,970 +11%
BAM
9
Berkshire Asset Management
Pennsylvania
$1.83M
Bank of America
10
Bank of America
North Carolina
$1.78M -$783K -15,104 -31%
AssetMark Inc
11
AssetMark Inc
California
$1.54M +$1.14M +22,018 +287%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.38M +$16.3K +315 +1%
LPL Financial
13
LPL Financial
California
$1.35M +$306K +5,903 +29%
VF
14
Virtu Financial
New York
$1.07M +$1.08M +20,781 New
PAG
15
Private Advisor Group
New Jersey
$829K +$73K +1,409 +10%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$620K +$622K +12,000 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$594K -$750K -14,480 -56%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$564K
Goldman Sachs
19
Goldman Sachs
New York
$488K +$489K +9,437 New
VCM
20
Vivaldi Capital Management
Illinois
$445K +$446K +8,603 New
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$396K +$60.8K +1,174 +18%
SFG
22
Summit Financial Group
West Virginia
$388K
SPC
23
Sigma Planning Corp
Michigan
$377K -$131K -2,523 -26%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$348K +$54.5K +1,051 +19%
ASN
25
Advisory Services Network
Georgia
$343K +$344K +6,642 New

IAGG Hedge Fund Activity: Q3 2017 in Review

41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2017, worth a combined $284M — up 34% from $212M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IAGG positions and 3 closed out — a net gain of 9 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Sage Advisory Services, opening a new position worth an estimated $42.4M. The largest seller was Ameriprise, cutting an estimated $3.09M.

  • 41 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2017, up from 32 in Q2 2017.
  • Funds reported $284M of iShares Core International Aggregate Bond Fund stock for Q3 2017, up 34% quarter-over-quarter.
  • 12 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2017 and 3 closed out, a net change of +9 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2017 was Sage Advisory Services, an estimated $42.4M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2017 was Ameriprise, an estimated $3.09M sold.

Based on aggregated 13F filings for Q3 2017.