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iShares Core International Aggregate Bond Fund

198 hedge funds and large institutions have $1.59B invested in iShares Core International Aggregate Bond Fund in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 96 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 60

9% more capital invested

Capital invested by funds: $1.46B → $1.59B (+$133M)

0.91% less ownership

Funds ownership: 65.92%65.01% (-0.91%)

7% less funds holding

Funds holding: 214198 (-16)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

54% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 26

Holders
198
Holders Change
-16
Holders Change %
-7.48%
% of All Funds
4.06%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.33%
New
12
Increased
96
Reduced
60
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$462M +$63.4M +1,147,513 +16%
MMI
2
Matson Money Inc
Ohio
$349M -$53.3M -965,264 -13%
AF
3
Allworth Financial
California
$152M +$9.78M +176,947 +7%
CSIA
4
Charles Schwab Investment Advisory
California
$39.8M +$2.81M +50,853 +8%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$33.5M +$4.18M +75,607 +14%
Qube Research & Technologies (QRT)
6
Qube Research & Technologies (QRT)
United Kingdom
$32.4M +$21.8M +394,599 +210%
UCFA
7
United Capital Financial Advisors
Texas
$24.1M -$652K -11,795 -3%
CAC
8
Certified Advisory Corp
Florida
$22.5M +$3.32M +60,025 +17%
Ameriprise
9
Ameriprise
Minnesota
$22M -$5.2M -94,041 -19%
PFA
10
Pure Financial Advisors
California
$20.2M +$648K +11,730 +3%
NI
11
NYL Investors
New York
$17.8M -$613K -11,100 -3%
BSWM
12
Boston Standard Wealth Management
Massachusetts
$17.2M +$202K +3,658 +1%
PFM
13
Phillips Financial Management
Indiana
$16.7M +$112K +2,019 +0.7%
NEWAS
14
N.E.W. Advisory Services
Wisconsin
$15.8M +$15.6M +283,191 New
Mirae Asset Global Investments
15
Mirae Asset Global Investments
South Korea
$14.7M +$773K +13,995 +6%
PIN
16
Prudent Investors Network
California
$13.2M +$3.55M +64,267 +37%
DWA
17
Divergent Wealth Advisors
Utah
$12.3M +$8.11M +146,779 +199%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$11.1M +$1.88M +34,046 +21%
KCM
19
Karp Capital Management
California
$10.4M +$1.91M +34,548 +23%
CW
20
CreativeOne Wealth
Kansas
$10.4M +$1.57M +28,356 +18%
Citadel Advisors
21
Citadel Advisors
Florida
$10M +$6.79M +122,894 +214%
Morgan Stanley
22
Morgan Stanley
New York
$9.96M +$2.87M +51,872 +41%
PCIA
23
Prime Capital Investment Advisors
Kansas
$9.6M +$1.32M +23,821 +16%
FIM
24
Freedom Investment Management
Connecticut
$9.51M -$1.42M -25,703 -13%
TWM
25
Trinity Wealth Management
Pennsylvania
$9.18M +$1.05M +18,959 +13%

IAGG Hedge Fund Activity: Q2 2020 in Review

198 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q2 2020, worth a combined $1.59B — up 9.1% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IAGG and 12 opened new positions — a net loss of 14 holders — while 60 trimmed existing stakes and 96 added.

The largest buyer was BlackRock, adding an estimated $63.4M. The largest seller was Matson Money Inc, cutting an estimated $53.3M.

  • 198 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q2 2020, down from 214 in Q1 2020.
  • Funds reported $1.59B of iShares Core International Aggregate Bond Fund stock for Q2 2020, up 9.1% quarter-over-quarter.
  • 12 funds opened new iShares Core International Aggregate Bond Fund positions in Q2 2020 and 26 closed out, a net change of -14 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q2 2020 was BlackRock, an estimated $63.4M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q2 2020 was Matson Money Inc, an estimated $53.3M sold.

Based on aggregated 13F filings for Q2 2020.