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iShares Core International Aggregate Bond Fund

129 hedge funds and large institutions have $738M invested in iShares Core International Aggregate Bond Fund in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 49 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

48% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 33

17% more funds holding

Funds holding: 110129 (+19)

17% more capital invested

Capital invested by funds: $630M → $738M (+$108M)

2.28% less ownership

Funds ownership: 61.49%59.21% (-2.3%)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
129
Holders Change
+19
Holders Change %
+17.27%
% of All Funds
2.79%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
30
Increased
49
Reduced
33
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$287M -$47M -892,485 -14%
AllianceBernstein
2
AllianceBernstein
Tennessee
$79.3M +$78M +1,483,117 New
Ameriprise
3
Ameriprise
Minnesota
$58.8M +$14.5M +275,234 +33%
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$37M +$1.3M +24,623 +4%
PFA
5
Pure Financial Advisors
California
$26.5M -$698K -13,261 -3%
NI
6
NYL Investors
New York
$15.6M +$600K +11,400 +4%
BSWM
7
Boston Standard Wealth Management
Massachusetts
$14.4M +$345K +6,565 +2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$13.5M +$4.55M +86,555 +52%
CSIA
9
Charles Schwab Investment Advisory
California
$13.1M +$3.21M +60,971 +33%
CAC
10
Certified Advisory Corp
Florida
$11M +$10.8M +205,979 New
DWA
11
Divergent Wealth Advisors
Utah
$10.5M +$3.49M +66,301 +51%
PFM
12
Phillips Financial Management
Indiana
$10.1M +$1M +19,021 +11%
TPWA
13
TRUE Private Wealth Advisors
Oregon
$9.18M -$2.68M -50,939 -23%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$8.02M +$2.62M +49,718 +50%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$8M +$438K +8,324 +6%
Mirae Asset Global Investments
16
Mirae Asset Global Investments
South Korea
$7.9M +$2.78M +52,800 +56%
UCFA
17
United Capital Financial Advisors
Texas
$6.93M +$6.08M +115,573 +828%
Bank of America
18
Bank of America
North Carolina
$6.41M +$2.14M +40,598 +51%
PCIA
19
Prime Capital Investment Advisors
Kansas
$6.38M -$1.84M -34,878 -23%
LPL Financial
20
LPL Financial
California
$5.92M +$2.22M +42,208 +62%
BCA
21
Biltmore Capital Advisors
New Jersey
$5.71M +$5.62M +106,833 New
OC
22
Oarsman Capital
Wisconsin
$5.01M +$375K +7,129 +8%
FIM
23
Freedom Investment Management
Connecticut
$4.92M -$3.26M -61,977 -40%
TC
24
TownSquare Capital
Utah
$4.74M -$1.28M -24,405 -22%
EFSCE
25
Enterprise Financial Services Corp (EFSC)
Missouri
$4.61M +$4.53M +86,115 New

IAGG Hedge Fund Activity: Q1 2019 in Review

129 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2019, worth a combined $738M — up 17% from $630M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IAGG positions and 10 closed out — a net gain of 20 holders — while 49 added to existing stakes and 33 trimmed.

The largest buyer was AllianceBernstein, opening a new position worth an estimated $78M. The largest seller was BlackRock, cutting an estimated $47M.

  • 129 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2019, up from 110 in Q4 2018.
  • Funds reported $738M of iShares Core International Aggregate Bond Fund stock for Q1 2019, up 17% quarter-over-quarter.
  • 30 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2019 and 10 closed out, a net change of +20 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2019 was AllianceBernstein, an estimated $78M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2019 was BlackRock, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2019.