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iShares International Treasury Bond ETF
IGOV

82 hedge funds and large institutions have $297M invested in iShares International Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

15% more funds holding

Funds holding: 71 → 82 (+11)

5% more capital invested

Capital invested by funds: $283M → $297M (+$13.8M)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
2.19%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
21
Increased
25
Reduced
27
Closed
8
Calls
$2.02M
Puts
–
Net Calls
+$2.02M
Net Calls Change
+$2.02M

Top Buyers

1
QI
QS Investors
New York
+$14M
2
HSA
Hussman Strategic Advisors
Maryland
+$5.69M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.61M
4
UCFA
United Capital Financial Advisors
Texas
+$5.53M
5
AIP
Ameritas Investment Partners
Nebraska
+$2.28M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.7M
2
AssetMark Inc
AssetMark Inc
California
-$4.91M
3
Wells Fargo
Wells Fargo
California
-$3.48M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$3.32M
5
Bank of America
Bank of America
North Carolina
-$2.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
26
The Family Firm
Maryland
$3.65M +$3.71M +75,492 New
Axa
27
Axa
France
$3.49M +$533K +10,860 +18%
SIAM
28
Sterling Investment Advisors (Missouri)
Missouri
$2.98M +$3.02M +61,526 New
LPL Financial
29
LPL Financial
California
$2.68M -$1.32M -26,908 -33%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.6M -$101K -2,058 -4%
Ameriprise
31
Ameriprise
Minnesota
$2.35M -$693K -14,112 -23%
AIP
32
Ameritas Investment Partners
Nebraska
$2.24M +$2.28M +46,378 New
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$1.87M +$1.9M +38,706 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$1.77M +$182K +3,708 +11%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.74M +$886K +18,056 +101%
SPC
36
Sigma Planning Corp
Michigan
$1.72M +$1.74M +35,536 New
UBS Group
37
UBS Group
Switzerland
$1.58M +$1.61M +32,744 New
BIM
38
BlackRock Investment Management
Delaware
$1.57M -$673K -13,704 -30%
AIG
39
American International Group
New York
$1.19M -$764K -15,566 -39%
CG
40
Colony Group
Massachusetts
$1.18M +$614K +12,508 +105%
Invesco
41
Invesco
Georgia
$1.17M +$76.1K +1,550 +7%
IGIM
42
I.G. Investment Management
Manitoba, Canada
$1.14M +$338K +6,892 +41%
PAM
43
Panagora Asset Management
Massachusetts
$1.14M +$338K +6,892 +41%
Goldman Sachs
44
Goldman Sachs
New York
$1.04M -$2.15M -43,826 -67%
AA
45
Alesco Advisors
New York
$937K +$435K +8,870 +85%
SMDAM
46
Sumitomo Mitsui DS Asset Management
Japan
$928K -$21.6K -440 -2%
KT
47
Kanaly Trust
Texas
$851K – – –
TCM
48
Twele Capital Management
Minnesota
$736K – – –
HPC
49
HM Payson & Co
Maine
$685K – – –
CFN
50
Cordasco Financial Network
Florida
$499K -$24.5K -500 -5%
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IGOV Hedge Fund Activity: Q4 2014 in Review

82 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares International Treasury Bond ETF (IGOV) for Q4 2014, worth a combined $297M — up 4.9% from $283M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IGOV positions and 8 closed out — a net gain of 13 holders — while 25 added to existing stakes and 27 trimmed.

The largest buyer was QS Investors, opening a new position worth an estimated $14M. The largest seller was Morgan Stanley, cutting an estimated $12.7M.

  • 82 institutional investors held iShares International Treasury Bond ETF (IGOV) as of Q4 2014, up from 71 in Q3 2014.
  • Funds reported $297M of iShares International Treasury Bond ETF stock for Q4 2014, up 4.9% quarter-over-quarter.
  • 21 funds opened new iShares International Treasury Bond ETF positions in Q4 2014 and 8 closed out, a net change of +13 holders.
  • The largest iShares International Treasury Bond ETF buyer in Q4 2014 was QS Investors, an estimated $14M added.
  • The largest iShares International Treasury Bond ETF seller in Q4 2014 was Morgan Stanley, an estimated $12.7M sold.

Based on aggregated 13F filings for Q4 2014.