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iShares Core International Aggregate Bond Fund

63 hedge funds and large institutions have $358M invested in iShares Core International Aggregate Bond Fund in 2017 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

54% more funds holding

Funds holding: 4163 (+22)

26% more capital invested

Capital invested by funds: $284M → $358M (+$74M)

2.49% less ownership

Funds ownership: 59.96%57.47% (-2.5%)

Holders
63
Holders Change
+22
Holders Change %
+53.66%
% of All Funds
1.43%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
25
Increased
21
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$222M +$35M +671,308 +19%
SAS
2
Sage Advisory Services
Texas
$31M -$11.7M -224,905 -27%
Ameriprise
3
Ameriprise
Minnesota
$13.3M -$1.05M -20,058 -7%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$12.6M +$1.8M +34,575 +17%
DWA
5
Divergent Wealth Advisors
Utah
$11.2M +$11.2M +214,665 New
BSWM
6
Boston Standard Wealth Management
Massachusetts
$10.1M +$10.1M +193,856 New
PFA
7
Pure Financial Advisors
California
$7.01M +$7.02M +134,713 New
AC
8
AFAM Capital
Texas
$6.59M +$6.6M +126,634 New
PFM
9
Phillips Financial Management
Indiana
$5.74M +$547K +10,504 +11%
AIA
10
Allegis Investment Advisors
Idaho
$5.08M +$5.08M +97,573 New
OC
11
Oarsman Capital
Wisconsin
$3.45M +$3.46M +66,338 New
BAM
12
Berkshire Asset Management
Pennsylvania
$2.62M +$775K +14,876 +42%
Morgan Stanley
13
Morgan Stanley
New York
$2.29M +$2.04M +39,174 +797%
UBS Group
14
UBS Group
Switzerland
$2.17M -$116K -2,220 -5%
Bank of America
15
Bank of America
North Carolina
$2.09M +$297K +5,706 +17%
ASN
16
Advisory Services Network
Georgia
$1.92M +$1.58M +30,300 +456%
LPL Financial
17
LPL Financial
California
$1.87M +$515K +9,889 +38%
FA
18
FDx Advisors
Illinois
$1.67M +$1.67M +31,989 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.57M +$179K +3,437 +13%
AssetMark Inc
20
AssetMark Inc
California
$1.55M +$1.2K +23 +0.1%
PCIA
21
Prime Capital Investment Advisors
Kansas
$1.47M +$1.47M +28,224 New
AG
22
Advisor Group
Arizona
$1.13M -$943K -18,103 -46%
AP
23
Appleton Partners
Massachusetts
$923K +$924K +17,730 New
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$676K +$78.3K +1,502 +13%
CFP
25
Cornerstone Financial Partners
North Carolina
$628K +$588K +11,275 New

IAGG Hedge Fund Activity: Q4 2017 in Review

63 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2017, worth a combined $358M — up 26% from $284M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IAGG positions and 3 closed out — a net gain of 22 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was BlackRock, adding an estimated $35M. The largest seller was Sage Advisory Services, cutting an estimated $11.7M.

  • 63 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2017, up from 41 in Q3 2017.
  • Funds reported $358M of iShares Core International Aggregate Bond Fund stock for Q4 2017, up 26% quarter-over-quarter.
  • 25 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2017 and 3 closed out, a net change of +22 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2017 was BlackRock, an estimated $35M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2017 was Sage Advisory Services, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2017.