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iShares Core International Aggregate Bond Fund

208 hedge funds and large institutions have $1.68B invested in iShares Core International Aggregate Bond Fund in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 108 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 40

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

6% more capital invested

Capital invested by funds: $1.59B → $1.68B (+$92M)

5% more funds holding

Funds holding: 198208 (+10)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

10.32% less ownership

Funds ownership: 65.01%54.69% (-10%)

Holders
208
Holders Change
+10
Holders Change %
+5.05%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.3%
New
33
Increased
108
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$520M +$58.2M +1,044,718 +13%
MMI
2
Matson Money Inc
Ohio
$346M -$2.48M -44,550 -0.7%
AF
3
Allworth Financial
California
$164M +$12.6M +226,667 +8%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$37.1M +$3.59M +64,559 +11%
CSIA
5
Charles Schwab Investment Advisory
California
$36.6M -$3.22M -57,825 -8%
Ameriprise
6
Ameriprise
Minnesota
$34.2M +$12.3M +220,416 +56%
UCFA
7
United Capital Financial Advisors
Texas
$25.6M +$1.54M +27,589 +6%
PFA
8
Pure Financial Advisors
California
$19.9M -$314K -5,638 -2%
NI
9
NYL Investors
New York
$18.4M +$612K +11,000 +3%
PFM
10
Phillips Financial Management
Indiana
$18.3M +$1.67M +30,070 +10%
NEWAS
11
N.E.W. Advisory Services
Wisconsin
$18.2M +$2.4M +43,116 +15%
BSWM
12
Boston Standard Wealth Management
Massachusetts
$17.6M +$402K +7,229 +2%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$16.8M +$2.12M +38,014 +14%
Jane Street
14
Jane Street
New York
$15.3M +$15.3M +274,932 New
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$15.2M -$17.2M -308,827 -53%
PIN
16
Prudent Investors Network
California
$13.5M +$310K +5,568 +2%
PCIA
17
Prime Capital Investment Advisors
Kansas
$12.8M +$3.23M +58,035 +34%
DWA
18
Divergent Wealth Advisors
Utah
$12.4M +$133K +2,388 +1%
Morgan Stanley
19
Morgan Stanley
New York
$12.3M +$2.36M +42,361 +24%
CW
20
CreativeOne Wealth
Kansas
$11M +$633K +11,378 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$10.8M -$311K -5,587 -3%
KCM
22
Karp Capital Management
California
$10.4M +$14.9K +267 +0.1%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$9.98M +$9.51M +170,886 +2,037%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$9.83M
BIP
25
Blueprint Investment Partners
North Carolina
$9.04M +$675K +12,116 +8%

IAGG Hedge Fund Activity: Q3 2020 in Review

208 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2020, worth a combined $1.68B — up 5.8% from $1.59B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IAGG positions and 17 closed out — a net gain of 16 holders — while 108 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $58.2M. The largest seller was Qube Research & Technologies (QRT), cutting an estimated $17.2M.

  • 208 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2020, up from 198 in Q2 2020.
  • Funds reported $1.68B of iShares Core International Aggregate Bond Fund stock for Q3 2020, up 5.8% quarter-over-quarter.
  • 33 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2020 and 17 closed out, a net change of +16 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2020 was BlackRock, an estimated $58.2M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2020 was Qube Research & Technologies (QRT), an estimated $17.2M sold.

Based on aggregated 13F filings for Q3 2020.