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iShares Core International Aggregate Bond Fund

72 hedge funds and large institutions have $373M invested in iShares Core International Aggregate Bond Fund in 2018 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

23% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 13

2% more capital invested

Capital invested by funds: $366M → $373M (+$7.93M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 7372 (-1)

5.07% less ownership

Funds ownership: 52.68%47.61% (-5.1%)

Holders
72
Holders Change
-1
Holders Change %
-1.37%
% of All Funds
1.65%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
16
Increased
32
Reduced
12
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$226M +$523K +9,963 +0.2%
Ameriprise
2
Ameriprise
Minnesota
$25.7M +$5.68M +108,164 +28%
PFA
3
Pure Financial Advisors
California
$15.2M +$729K +13,883 +5%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$12.3M -$507K -9,659 -4%
DWA
5
Divergent Wealth Advisors
Utah
$9.87M +$121K +2,302 +1%
FIM
6
Freedom Investment Management
Connecticut
$9.66M -$126K -2,395 -1%
PFM
7
Phillips Financial Management
Indiana
$7.21M +$798K +15,209 +13%
CWM
8
Cornerstone Wealth Management
Missouri
$5.83M +$15.8M +301,132 +4,899%
Jane Street
9
Jane Street
New York
$4.88M +$4.86M +92,607 New
OC
10
Oarsman Capital
Wisconsin
$4.34M +$342K +6,510 +9%
AssetMark Inc
11
AssetMark Inc
California
$3.85M +$694K +13,220 +22%
AP
12
Appleton Partners
Massachusetts
$3.6M +$957K +18,235 +36%
SB
13
Suntrust Banks
Georgia
$3.53M -$423K -8,066 -11%
PCIA
14
Prime Capital Investment Advisors
Kansas
$3.43M +$1.33M +25,248 +63%
LPL Financial
15
LPL Financial
California
$3.22M +$155K +2,962 +5%
WAAG
16
Wealth Alliance Advisory Group
Kansas
$3.19M +$66.3K +1,263 +2%
ASN
17
Advisory Services Network
Georgia
$2.7M +$523K +9,965 +24%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$2.47M +$306K +5,828 +14%
FI
19
FormulaFolio Investments
Michigan
$2.05M +$2.05M +38,979 New
Bank of America
20
Bank of America
North Carolina
$2M +$716K +13,648 +56%
CA
21
Continuum Advisory
Idaho
$1.83M +$1.31M +24,948 +253%
Morgan Stanley
22
Morgan Stanley
New York
$1.77M +$380K +7,246 +27%
BAM
23
Berkshire Asset Management
Pennsylvania
$1.72M -$927K -17,659 -35%
CSIA
24
Charles Schwab Investment Advisory
California
$1.48M +$1.47M +27,997 New
UBS Group
25
UBS Group
Switzerland
$1.41M +$223K +4,248 +19%

IAGG Hedge Fund Activity: Q2 2018 in Review

72 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2018, worth a combined $373M — up 2.2% from $366M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IAGG positions and 13 closed out — a net gain of 3 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $15.8M. The largest seller was FDx Advisors, exiting entirely with an estimated $2.02M sold.

  • 72 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2018, down from 73 in Q1 2018.
  • Funds reported $373M of iShares Core International Aggregate Bond Fund stock for Q2 2018, up 2.2% quarter-over-quarter.
  • 16 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2018 and 13 closed out, a net change of +3 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $15.8M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2018 was FDx Advisors, an estimated $2.02M sold.

Based on aggregated 13F filings for Q2 2018.