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iShares Core International Aggregate Bond Fund

149 hedge funds and large institutions have $926M invested in iShares Core International Aggregate Bond Fund in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 22

192% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

26% more capital invested

Capital invested by funds: $738M → $926M (+$189M)

16% more funds holding

Funds holding: 129149 (+20)

0.77% less ownership

Funds ownership: 59.21%58.44% (-0.77%)

Holders
149
Holders Change
+20
Holders Change %
+15.5%
% of All Funds
3.24%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.2%
New
35
Increased
77
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$370M +$75.8M +1,416,625 +26%
AF
2
Allworth Financial
California
$121M +$119M +2,219,054 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$50.7M -$29.5M -552,188 -37%
Ameriprise
4
Ameriprise
Minnesota
$33.1M -$26.3M -490,565 -45%
PFA
5
Pure Financial Advisors
California
$27.4M +$397K +7,413 +1%
CSIA
6
Charles Schwab Investment Advisory
California
$17.7M +$4.27M +79,758 +32%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$17.5M +$3.71M +69,246 +28%
NI
8
NYL Investors
New York
$15.6M -$268K -5,000 -2%
BSWM
9
Boston Standard Wealth Management
Massachusetts
$15.3M +$542K +10,133 +4%
DWA
10
Divergent Wealth Advisors
Utah
$13.9M +$3.14M +58,703 +30%
CAC
11
Certified Advisory Corp
Florida
$13.6M +$2.36M +44,196 +21%
UCFA
12
United Capital Financial Advisors
Texas
$11.8M +$4.63M +86,472 +67%
PFM
13
Phillips Financial Management
Indiana
$11.6M +$1.19M +22,194 +12%
Mirae Asset Global Investments
14
Mirae Asset Global Investments
South Korea
$11.1M +$3.02M +56,400 +38%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$9.95M +$1.76M +32,970 +22%
Bank of America
16
Bank of America
North Carolina
$9.11M +$2.54M +47,397 +40%
TPWA
17
TRUE Private Wealth Advisors
Oregon
$9.07M -$275K -5,135 -3%
EA
18
Evergreen Advisors
Tennessee
$8.69M +$8.53M +159,473 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$8.49M +$313K +5,846 +4%
PCIA
20
Prime Capital Investment Advisors
Kansas
$7.32M +$805K +15,050 +13%
LPL Financial
21
LPL Financial
California
$6.49M +$457K +8,532 +8%
BCA
22
Biltmore Capital Advisors
New Jersey
$5.98M +$157K +2,934 +3%
SC
23
Savant Capital
Illinois
$5.36M +$5.27M +98,445 New
OC
24
Oarsman Capital
Wisconsin
$5.3M +$199K +3,714 +4%
KCM
25
Karp Capital Management
California
$5.21M +$5.12M +95,640 New

IAGG Hedge Fund Activity: Q2 2019 in Review

149 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2019, worth a combined $926M — up 26% from $738M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IAGG positions and 12 closed out — a net gain of 23 holders — while 77 added to existing stakes and 22 trimmed.

The largest buyer was Allworth Financial, opening a new position worth an estimated $119M. The largest seller was Mackenzie Financial, exiting entirely with an estimated $37M sold.

  • 149 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2019, up from 129 in Q1 2019.
  • Funds reported $926M of iShares Core International Aggregate Bond Fund stock for Q2 2019, up 26% quarter-over-quarter.
  • 35 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2019 and 12 closed out, a net change of +23 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2019 was Allworth Financial, an estimated $119M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2019 was Mackenzie Financial, an estimated $37M sold.

Based on aggregated 13F filings for Q2 2019.