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iShares Core International Aggregate Bond Fund

211 hedge funds and large institutions have $1.57B invested in iShares Core International Aggregate Bond Fund in 2019 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 92 increasing their positions, 40 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 15

144% more funds holding in top 10

Funds holding in top 10: 922 (+13)

130% more repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 40

56% more capital invested

Capital invested by funds: $1.01B → $1.57B (+$566M)

29% more funds holding

Funds holding: 164211 (+47)

11.33% more ownership

Funds ownership: 56.2%67.53% (+11%)

Holders
211
Holders Change
+47
Holders Change %
+28.66%
% of All Funds
4.16%
Holding in Top 10
22
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+144.44%
% of All Funds
0.43%
New
63
Increased
92
Reduced
40
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMI
1
Matson Money Inc
Ohio
$402M +$405M +7,342,417 New
BlackRock
2
BlackRock
New York
$395M +$3.53M +64,088 +0.9%
AF
3
Allworth Financial
California
$147M +$12.7M +231,138 +9%
Ameriprise
4
Ameriprise
Minnesota
$33.2M -$3.5M -63,593 -9%
CSIA
5
Charles Schwab Investment Advisory
California
$29.1M +$5.21M +94,587 +22%
PFA
6
Pure Financial Advisors
California
$26.5M +$33.8K +614 +0.1%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$26.1M +$4.06M +73,605 +18%
UCFA
8
United Capital Financial Advisors
Texas
$23.9M +$6.69M +121,347 +38%
CAC
9
Certified Advisory Corp
Florida
$18.4M +$1.27M +22,999 +7%
BSWM
10
Boston Standard Wealth Management
Massachusetts
$16.4M +$233K +4,233 +1%
PFM
11
Phillips Financial Management
Indiana
$16.1M +$1.68M +30,496 +12%
NI
12
NYL Investors
New York
$16M +$138K +2,500 +0.9%
DWA
13
Divergent Wealth Advisors
Utah
$14.7M +$3.87M +70,171 +36%
NEWAS
14
N.E.W. Advisory Services
Wisconsin
$14.2M +$14.3M +259,940 New
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$14.2M -$1.39M -25,200 -9%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$14.1M +$4.25M +77,223 +43%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.6M +$1.53M +27,715 +14%
FIM
18
Freedom Investment Management
Connecticut
$12.2M +$7.89M +143,289 +182%
IWS
19
Insight Wealth Strategies
California
$11.3M -$1.77M -32,103 -13%
Bank of America
20
Bank of America
North Carolina
$10.7M +$1.22M +22,055 +13%
PIN
21
Prudent Investors Network
California
$10.2M +$10.3M +186,686 New
EA
22
Evergreen Advisors
Tennessee
$9.27M +$215K +3,896 +2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$9.13M +$1.48M +26,774 +19%
Morgan Stanley
24
Morgan Stanley
New York
$8.56M +$1.75M +31,676 +25%
PCIA
25
Prime Capital Investment Advisors
Kansas
$8.51M +$510K +9,265 +6%

IAGG Hedge Fund Activity: Q4 2019 in Review

211 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2019, worth a combined $1.57B — up 56% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IAGG positions and 15 closed out — a net gain of 48 holders — while 92 added to existing stakes and 40 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $405M. The largest seller was TRUE Private Wealth Advisors, cutting an estimated $8.82M.

  • 211 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2019, up from 164 in Q3 2019.
  • Funds reported $1.57B of iShares Core International Aggregate Bond Fund stock for Q4 2019, up 56% quarter-over-quarter.
  • 63 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2019 and 15 closed out, a net change of +48 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2019 was Matson Money Inc, an estimated $405M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2019 was TRUE Private Wealth Advisors, an estimated $8.82M sold.

Based on aggregated 13F filings for Q4 2019.