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iShares Core International Aggregate Bond Fund

239 hedge funds and large institutions have $1.85B invested in iShares Core International Aggregate Bond Fund in 2020 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 103 increasing their positions, 50 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

106% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 50

33% more funds holding in top 10

Funds holding in top 10: 1520 (+5)

15% more funds holding

Funds holding: 208239 (+31)

10% more capital invested

Capital invested by funds: $1.68B → $1.85B (+$165M)

0.8% more ownership

Funds ownership: 54.69%55.49% (+0.8%)

Holders
239
Holders Change
+31
Holders Change %
+14.9%
% of All Funds
4.23%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
49
Increased
103
Reduced
50
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$586M +$60.5M +1,083,486 +12%
MMI
2
Matson Money Inc
Ohio
$352M +$2.13M +38,195 +0.6%
AF
3
Allworth Financial
California
$141M -$25.2M -451,723 -15%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$46.1M +$8.58M +153,622 +23%
Ameriprise
5
Ameriprise
Minnesota
$38.5M +$3.91M +70,007 +11%
CSIA
6
Charles Schwab Investment Advisory
California
$33.6M -$3.29M -58,876 -9%
UCFA
7
United Capital Financial Advisors
Texas
$25.8M -$58.7K -1,050 -0.2%
NEWAS
8
N.E.W. Advisory Services
Wisconsin
$23.7M +$5.29M +94,667 +29%
PFM
9
Phillips Financial Management
Indiana
$21M +$2.47M +44,134 +13%
PFA
10
Pure Financial Advisors
California
$19.4M -$657K -11,757 -3%
BSWM
11
Boston Standard Wealth Management
Massachusetts
$18.9M +$1.19M +21,350 +7%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$18.9M +$1.91M +34,255 +11%
NI
13
NYL Investors
New York
$18.9M +$346K +6,200 +2%
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$16.5M +$1.06M +18,912 +7%
BWG
15
Beta Wealth Group
California
$15.1M +$15M +268,190 New
PCIA
16
Prime Capital Investment Advisors
Kansas
$14.7M +$1.77M +31,662 +14%
PIN
17
Prudent Investors Network
California
$13.7M +$101K +1,799 +0.7%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$13.6M
DWA
19
Divergent Wealth Advisors
Utah
$13.2M +$715K +12,790 +6%
COCM
20
Charter Oak Capital Management
New Hampshire
$12.8M +$12.8M +228,353 New
CW
21
CreativeOne Wealth
Kansas
$11.7M +$551K +9,863 +5%
CFG
22
Compton Financial Group
Maryland
$11.2M +$11.3M +201,550 New
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$11.2M +$286K +5,113 +3%
TWM
24
Trinity Wealth Management
Pennsylvania
$11.1M +$11.1M +197,866 New
Morgan Stanley
25
Morgan Stanley
New York
$10.6M -$1.79M -31,979 -14%

IAGG Hedge Fund Activity: Q4 2020 in Review

239 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q4 2020, worth a combined $1.85B — up 9.8% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new IAGG positions and 16 closed out — a net gain of 33 holders — while 103 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $60.5M. The largest seller was Allworth Financial, cutting an estimated $25.2M.

  • 239 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q4 2020, up from 208 in Q3 2020.
  • Funds reported $1.85B of iShares Core International Aggregate Bond Fund stock for Q4 2020, up 9.8% quarter-over-quarter.
  • 49 funds opened new iShares Core International Aggregate Bond Fund positions in Q4 2020 and 16 closed out, a net change of +33 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q4 2020 was BlackRock, an estimated $60.5M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q4 2020 was Allworth Financial, an estimated $25.2M sold.

Based on aggregated 13F filings for Q4 2020.