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iShares Core International Aggregate Bond Fund

164 hedge funds and large institutions have $1.01B invested in iShares Core International Aggregate Bond Fund in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 9

124% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 37

10% more funds holding

Funds holding: 149164 (+15)

9% more capital invested

Capital invested by funds: $926M → $1.01B (+$81.9M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

2.24% less ownership

Funds ownership: 58.44%56.2% (-2.2%)

Holders
164
Holders Change
+15
Holders Change %
+10.07%
% of All Funds
3.6%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
24
Increased
83
Reduced
37
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$399M +$19.6M +353,883 +5%
AF
2
Allworth Financial
California
$137M +$12.6M +228,066 +10%
Ameriprise
3
Ameriprise
Minnesota
$37.3M +$3.39M +61,343 +10%
PFA
4
Pure Financial Advisors
California
$26.9M -$1.08M -19,590 -4%
CSIA
5
Charles Schwab Investment Advisory
California
$24.3M +$6.14M +111,078 +34%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22.4M +$4.49M +81,227 +25%
UCFA
7
United Capital Financial Advisors
Texas
$17.6M +$5.51M +99,679 +46%
CAC
8
Certified Advisory Corp
Florida
$17.5M +$3.5M +63,210 +25%
BSWM
9
Boston Standard Wealth Management
Massachusetts
$16.4M +$732K +13,228 +5%
NI
10
NYL Investors
New York
$16.2M +$188K +3,400 +1%
Mirae Asset Global Investments
11
Mirae Asset Global Investments
South Korea
$15.8M +$4.41M +79,700 +39%
PFM
12
Phillips Financial Management
Indiana
$14.7M +$2.84M +51,314 +24%
IWS
13
Insight Wealth Strategies
California
$13.3M +$13.2M +238,367 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$11.3M +$1.11M +19,981 +11%
DWA
15
Divergent Wealth Advisors
Utah
$11M -$3.25M -58,698 -23%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$10.1M +$1.38M +24,885 +16%
Bank of America
17
Bank of America
North Carolina
$9.62M +$285K +5,157 +3%
EA
18
Evergreen Advisors
Tennessee
$9.22M +$317K +5,737 +4%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$9.05M -$234K -4,231 -3%
PCIA
20
Prime Capital Investment Advisors
Kansas
$8.14M +$644K +11,644 +9%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$7.74M +$4.56M +82,524 +144%
Morgan Stanley
22
Morgan Stanley
New York
$6.95M +$2.08M +37,587 +43%
LPL Financial
23
LPL Financial
California
$6.84M +$191K +3,450 +3%
KCM
24
Karp Capital Management
California
$6.74M +$1.39M +25,140 +26%
AF
25
Advisornet Financial
Minnesota
$6.22M +$6.09M +110,085 +8,179%

IAGG Hedge Fund Activity: Q3 2019 in Review

164 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2019, worth a combined $1.01B — up 8.8% from $926M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IAGG positions and 9 closed out — a net gain of 15 holders — while 83 added to existing stakes and 37 trimmed.

The largest buyer was BlackRock, adding an estimated $19.6M. The largest seller was AllianceBernstein, exiting entirely with an estimated $50.7M sold.

  • 164 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2019, up from 149 in Q2 2019.
  • Funds reported $1.01B of iShares Core International Aggregate Bond Fund stock for Q3 2019, up 8.8% quarter-over-quarter.
  • 24 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2019 and 9 closed out, a net change of +15 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2019 was BlackRock, an estimated $19.6M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2019 was AllianceBernstein, an estimated $50.7M sold.

Based on aggregated 13F filings for Q3 2019.