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iShares Core International Aggregate Bond Fund

91 hedge funds and large institutions have $418M invested in iShares Core International Aggregate Bond Fund in 2018 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 42 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

163% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 16

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

26% more funds holding

Funds holding: 7291 (+19)

12% more capital invested

Capital invested by funds: $373M → $418M (+$45M)

0.88% more ownership

Funds ownership: 47.61%48.49% (+0.88%)

Holders
91
Holders Change
+19
Holders Change %
+26.39%
% of All Funds
2.08%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.14%
New
25
Increased
42
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$225M +$326K +6,207 +0.1%
Ameriprise
2
Ameriprise
Minnesota
$27.3M +$1.79M +34,061 +7%
PFA
3
Pure Financial Advisors
California
$14.8M -$280K -5,331 -2%
TPWA
4
TRUE Private Wealth Advisors
Oregon
$14.5M +$2.34M +44,596 +19%
BSWM
5
Boston Standard Wealth Management
Massachusetts
$13.5M +$13.6M +258,983 New
DWA
6
Divergent Wealth Advisors
Utah
$12.8M +$3.09M +58,921 +31%
FIM
7
Freedom Investment Management
Connecticut
$9.54M -$55.2K -1,051 -0.6%
PFM
8
Phillips Financial Management
Indiana
$7.99M +$880K +16,769 +12%
PCIA
9
Prime Capital Investment Advisors
Kansas
$5.76M +$2.36M +44,993 +69%
VC
10
Vicus Capital
Pennsylvania
$5.68M +$5.71M +108,734 New
ACI
11
Alpha Cubed Investments
California
$5.02M +$5.07M +96,607 New
CSIA
12
Charles Schwab Investment Advisory
California
$4.98M +$3.53M +67,272 +240%
OC
13
Oarsman Capital
Wisconsin
$4.54M +$240K +4,568 +6%
AP
14
Appleton Partners
Massachusetts
$4.06M +$495K +9,435 +14%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$3.97M +$1.53M +29,104 +62%
SB
16
Suntrust Banks
Georgia
$3.85M +$351K +6,677 +10%
AssetMark Inc
17
AssetMark Inc
California
$3.8M -$10.1K -192 -0.3%
WAAG
18
Wealth Alliance Advisory Group
Kansas
$3.27M +$107K +2,038 +3%
Jane Street
19
Jane Street
New York
$3.21M -$1.64M -31,235 -34%
LPL Financial
20
LPL Financial
California
$3.21M +$12.8K +244 +0.4%
ASN
21
Advisory Services Network
Georgia
$2.75M +$72.2K +1,376 +3%
CWM
22
Cornerstone Wealth Management
Missouri
$2.72M -$8.76M -166,807 -54%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$2.24M +$2.25M +42,924 New
Bank of America
24
Bank of America
North Carolina
$2.15M +$169K +3,212 +8%
CA
25
Continuum Advisory
Idaho
$1.84M +$35.1K +668 +2%

IAGG Hedge Fund Activity: Q3 2018 in Review

91 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2018, worth a combined $418M — up 12% from $373M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IAGG positions and 6 closed out — a net gain of 19 holders — while 42 added to existing stakes and 16 trimmed.

The largest buyer was Vicus Capital, opening a new position worth an estimated $5.71M. The largest seller was Cornerstone Wealth Management, cutting an estimated $8.76M.

  • 91 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2018, up from 72 in Q2 2018.
  • Funds reported $418M of iShares Core International Aggregate Bond Fund stock for Q3 2018, up 12% quarter-over-quarter.
  • 25 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2018 and 6 closed out, a net change of +19 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2018 was Vicus Capital, an estimated $5.71M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2018 was Cornerstone Wealth Management, an estimated $8.76M sold.

Based on aggregated 13F filings for Q3 2018.