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iShares Core International Aggregate Bond Fund

260 hedge funds and large institutions have $2.23B invested in iShares Core International Aggregate Bond Fund in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 114 increasing their positions, 79 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 79

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

3.54% more ownership

Funds ownership: 53.62%57.17% (+3.5%)

4% more capital invested

Capital invested by funds: $2.14B → $2.23B (+$89.5M)

1% more funds holding

Funds holding: 258260 (+2)

5% less funds holding in top 10

Funds holding in top 10: 1918 (-1)

Holders
260
Holders Change
+2
Holders Change %
+0.78%
% of All Funds
4.55%
Holding in Top 10
18
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.26%
% of All Funds
0.32%
New
21
Increased
114
Reduced
79
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$658M -$49.7M -892,556 -7%
MMI
2
Matson Money Inc
Ohio
$425M +$12.6M +226,387 +3%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$84M +$15.6M +281,189 +23%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$68.5M -$1.59M -28,560 -2%
Ameriprise
5
Ameriprise
Minnesota
$55.4M +$17.9M +321,864 +47%
Jane Street
6
Jane Street
New York
$52.9M +$35.8M +643,948 +203%
NEWAS
7
N.E.W. Advisory Services
Wisconsin
$37.7M +$2.42M +43,472 +7%
Bank of America
8
Bank of America
North Carolina
$30.1M -$89K -1,600 -0.3%
CAC
9
Certified Advisory Corp
Florida
$29.9M +$1.79M +32,225 +6%
Citadel Advisors
10
Citadel Advisors
Florida
$29.9M +$23M +412,541 +316%
PFM
11
Phillips Financial Management
Indiana
$27.6M +$2.42M +43,526 +9%
AF
12
Allworth Financial
California
$27M -$5.14M -92,311 -16%
UCFA
13
United Capital Financial Advisors
Texas
$25.9M -$71.8K -1,291 -0.3%
BSWM
14
Boston Standard Wealth Management
Massachusetts
$25.2M +$1.09M +19,617 +4%
ANB
15
Amarillo National Bank
Texas
$22.9M +$23.2M +416,547 New
CSIA
16
Charles Schwab Investment Advisory
California
$22.2M -$1.41M -25,300 -6%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$20.1M +$12M +216,166 +149%
NI
18
NYL Investors
New York
$18.3M +$150K +2,700 +0.8%
PFA
19
Pure Financial Advisors
California
$18.1M -$329K -5,919 -2%
COCM
20
Charter Oak Capital Management
New Hampshire
$17.7M +$472K +8,484 +3%
PCIA
21
Prime Capital Investment Advisors
Kansas
$17.5M +$1.27M +22,830 +8%
AF
22
Advisornet Financial
Minnesota
$17.5M +$601K +10,795 +4%
Barclays
23
Barclays
United Kingdom
$16.6M -$6.23K -112 -0%
DWA
24
Divergent Wealth Advisors
Utah
$15.2M +$536K +9,641 +4%
FAAM
25
First Ascent Asset Management
Colorado
$15.2M +$942K +16,937 +7%

IAGG Hedge Fund Activity: Q3 2021 in Review

260 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Core International Aggregate Bond Fund (IAGG) for Q3 2021, worth a combined $2.23B — up 4.2% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IAGG positions and 15 closed out — a net gain of 6 holders — while 114 added to existing stakes and 79 trimmed.

The largest buyer was Jane Street, adding an estimated $35.8M. The largest seller was BlackRock, cutting an estimated $49.7M.

  • 260 institutional investors held iShares Core International Aggregate Bond Fund (IAGG) as of Q3 2021, up from 258 in Q2 2021.
  • Funds reported $2.23B of iShares Core International Aggregate Bond Fund stock for Q3 2021, up 4.2% quarter-over-quarter.
  • 21 funds opened new iShares Core International Aggregate Bond Fund positions in Q3 2021 and 15 closed out, a net change of +6 holders.
  • The largest iShares Core International Aggregate Bond Fund buyer in Q3 2021 was Jane Street, an estimated $35.8M added.
  • The largest iShares Core International Aggregate Bond Fund seller in Q3 2021 was BlackRock, an estimated $49.7M sold.

Based on aggregated 13F filings for Q3 2021.