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iShares Core International Aggregate Bond Fund

252 hedge funds and large institutions have $1.96B invested in iShares Core International Aggregate Bond Fund in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 114 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 63

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

10% more funds holding in top 10

Funds holding in top 10: 2022 (+2)

6% more capital invested

Capital invested by funds: $1.85B → $1.96B (+$115M)

5% more funds holding

Funds holding: 239252 (+13)

1.98% less ownership

Funds ownership: 55.49%53.51% (-2%)

Holders
252
Holders Change
+13
Holders Change %
+5.44%
% of All Funds
4.42%
Holding in Top 10
22
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10%
% of All Funds
0.39%
New
37
Increased
114
Reduced
63
Closed
24
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$615M +$43.9M +791,501 +8%
MMI
2
Matson Money Inc
Ohio
$397M +$54.5M +983,905 +16%
Jane Street
3
Jane Street
New York
$58.7M +$59.3M +1,069,851 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$42.3M -$2.75M -49,631 -6%
Ameriprise
5
Ameriprise
Minnesota
$40.4M +$3.02M +54,497 +8%
AF
6
Allworth Financial
California
$36.7M -$102M -1,833,747 -73%
NEWAS
7
N.E.W. Advisory Services
Wisconsin
$31.3M +$8.23M +148,532 +35%
CSIA
8
Charles Schwab Investment Advisory
California
$30M -$2.88M -52,025 -9%
GWM
9
Geneos Wealth Management
Colorado
$28.9M +$1.22M +21,934 +4%
Citadel Advisors
10
Citadel Advisors
Florida
$28.5M +$28.8M +519,146 New
CAC
11
Certified Advisory Corp
Florida
$26.2M +$26.5M +477,415 New
UCFA
12
United Capital Financial Advisors
Texas
$25.9M +$706K +12,749 +3%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$23.9M +$5.48M +98,938 +29%
PFM
14
Phillips Financial Management
Indiana
$22.6M +$2.15M +38,881 +10%
BSWM
15
Boston Standard Wealth Management
Massachusetts
$22.3M +$3.88M +70,003 +21%
PFA
16
Pure Financial Advisors
California
$18.6M -$370K -6,686 -2%
NI
17
NYL Investors
New York
$18.5M +$49.9K +900 +0.3%
COCM
18
Charter Oak Capital Management
New Hampshire
$16.1M +$3.65M +65,935 +29%
PCIA
19
Prime Capital Investment Advisors
Kansas
$16M +$1.61M +29,037 +11%
AF
20
Advisornet Financial
Minnesota
$15.9M +$7.9M +142,497 +97%
Morgan Stanley
21
Morgan Stanley
New York
$14.6M +$4.26M +76,792 +41%
DWA
22
Divergent Wealth Advisors
Utah
$14.6M +$1.66M +30,036 +13%
BWG
23
Beta Wealth Group
California
$14.2M -$527K -9,515 -4%
PIN
24
Prudent Investors Network
California
$14.2M +$784K +14,147 +6%
FIM
25
Freedom Investment Management
Connecticut
$12.8M +$4.68M +84,493 +56%

IAGG Hedge Fund Activity: Q1 2021 in Review

252 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q1 2021, worth a combined $1.96B — up 6.2% from $1.85B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IAGG positions and 24 closed out — a net gain of 13 holders — while 114 added to existing stakes and 63 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $59.3M. The largest seller was Allworth Financial, cutting an estimated $102M.

  • 252 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q1 2021, up from 239 in Q4 2020.
  • Funds reported $1.96B of iShares Core International Aggregate Bond Fund stock for Q1 2021, up 6.2% quarter-over-quarter.
  • 37 funds opened new iShares Core International Aggregate Bond Fund positions in Q1 2021 and 24 closed out, a net change of +13 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q1 2021 was Jane Street, an estimated $59.3M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q1 2021 was Allworth Financial, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2021.