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iShares Core International Aggregate Bond Fund

73 hedge funds and large institutions have $366M invested in iShares Core International Aggregate Bond Fund in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 11

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

16% more funds holding

Funds holding: 6373 (+10)

2% more capital invested

Capital invested by funds: $358M → $366M (+$7.91M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

4.79% less ownership

Funds ownership: 57.47%52.68% (-4.8%)

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.67%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
19
Increased
34
Reduced
11
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$226M +$1.27M +24,481 +0.6%
Ameriprise
2
Ameriprise
Minnesota
$20M +$6.45M +123,772 +48%
PFA
3
Pure Financial Advisors
California
$14.4M +$7.26M +139,444 +104%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$12.8M +$98.8K +1,898 +0.8%
BSWM
5
Boston Standard Wealth Management
Massachusetts
$11.2M +$1.02M +19,604 +10%
FIM
6
Freedom Investment Management
Connecticut
$9.78M +$9.67M +185,658 New
DWA
7
Divergent Wealth Advisors
Utah
$9.74M -$1.55M -29,675 -14%
PFM
8
Phillips Financial Management
Indiana
$6.4M +$608K +11,672 +11%
AIA
9
Allegis Investment Advisors
Idaho
$6.1M +$951K +18,252 +19%
OC
10
Oarsman Capital
Wisconsin
$3.99M +$491K +9,437 +14%
SB
11
Suntrust Banks
Georgia
$3.95M +$3.91M +75,023 New
WAAG
12
Wealth Alliance Advisory Group
Kansas
$3.12M +$3.09M +59,279 New
LPL Financial
13
LPL Financial
California
$3.06M +$1.15M +22,141 +62%
BAM
14
Berkshire Asset Management
Pennsylvania
$2.65M
AP
15
Appleton Partners
Massachusetts
$2.64M +$1.68M +32,352 +182%
AA
16
Advisory Alpha
Michigan
$2.44M +$2.35M +45,189 +3,185%
AssetMark Inc
17
AssetMark Inc
California
$2.41M +$1.56M +30,031 +101%
ASN
18
Advisory Services Network
Georgia
$2.17M +$227K +4,357 +12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.16M +$566K +10,867 +36%
PCIA
20
Prime Capital Investment Advisors
Kansas
$2.1M +$609K +11,702 +41%
FA
21
FDx Advisors
Illinois
$2.02M +$328K +6,295 +20%
Morgan Stanley
22
Morgan Stanley
New York
$1.39M -$919K -17,653 -40%
Bank of America
23
Bank of America
North Carolina
$1.28M -$824K -15,820 -39%
UBS Group
24
UBS Group
Switzerland
$1.19M -$998K -19,170 -46%
VF
25
Virtu Financial
New York
$1.16M +$808K +15,512 +235%

IAGG Hedge Fund Activity: Q1 2018 in Review

73 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2018, worth a combined $366M — up 2.2% from $358M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IAGG positions and 8 closed out — a net gain of 11 holders — while 34 added to existing stakes and 11 trimmed.

The largest buyer was Freedom Investment Management, opening a new position worth an estimated $9.67M. The largest seller was Sage Advisory Services, exiting entirely with an estimated $31M sold.

  • 73 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2018, up from 63 in Q4 2017.
  • Funds reported $366M of iShares Core International Aggregate Bond Fund stock for Q1 2018, up 2.2% quarter-over-quarter.
  • 19 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2018 and 8 closed out, a net change of +11 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2018 was Freedom Investment Management, an estimated $9.67M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2018 was Sage Advisory Services, an estimated $31M sold.

Based on aggregated 13F filings for Q1 2018.