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iShares International Treasury Bond ETF

110 hedge funds and large institutions have $556M invested in iShares International Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 40 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.84% more ownership

Funds ownership: 61.75%66.59% (+4.8%)

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

4% more capital invested

Capital invested by funds: $532M → $556M (+$23.6M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 111110 (-1)

25% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 40

Holders
110
Holders Change
-1
Holders Change %
-0.9%
% of All Funds
2.42%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
20
Increased
30
Reduced
40
Closed
19
Calls
$690K
Puts
Net Calls
+$690K
Net Calls Change
+$690K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.73M +$130K +2,599 +5%
HR
27
Hayden Royal
North Carolina
$2.48M +$204K +4,071 +9%
OFG
28
Omega Financial Group
California
$2.21M +$1.18M +23,633 +112%
PFA
29
Pure Financial Advisors
California
$1.96M -$1.53M -30,695 -44%
SMDAM
30
Sumitomo Mitsui DS Asset Management
Japan
$1.95M +$345K +6,905 +21%
SPC
31
Sigma Planning Corp
Michigan
$1.88M +$166K +3,319 +10%
Prudential Financial
32
Prudential Financial
New Jersey
$1.87M +$119K +2,375 +7%
Comerica Bank
33
Comerica Bank
Texas
$1.86M -$229K -4,573 -11%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.55M -$299K -5,974 -16%
Citigroup
35
Citigroup
New York
$1.39M +$77.8K +1,557 +6%
LPL Financial
36
LPL Financial
California
$1.36M -$209K -4,188 -13%
PAG
37
Pinnacle Advisory Group
Maryland
$1.33M -$161K -3,213 -11%
KeyBank National Association
38
KeyBank National Association
Ohio
$1.31M -$66.9K -1,339 -5%
AIP
39
Ameritas Investment Partners
Nebraska
$1.3M -$71.3K -1,427 -5%
Invesco
40
Invesco
Georgia
$1.19M -$204K -4,079 -14%
BFM
41
Broadview Financial Management
Wisconsin
$1.03M -$279K -5,580 -21%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.02M +$15.7K +314 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$973K -$144K -2,886 -13%
Franklin Resources
44
Franklin Resources
California
$935K +$948K +18,963 New
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$886K +$579K +11,581 +181%
CGH
46
Crossmark Global Holdings
Texas
$874K
MWC
47
MKD Wealth Coaches
Michigan
$746K +$66K +1,320 +10%
AWM
48
AE Wealth Management
Kansas
$685K -$4.24M -84,835 -86%
SS
49
Simplicity Solutions
Minnesota
$613K -$198K -3,964 -24%
PAG
50
Private Advisor Group
New Jersey
$608K -$78.1K -1,562 -11%

IGOV Hedge Fund Activity: Q1 2020 in Review

110 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in iShares International Treasury Bond ETF (IGOV) for Q1 2020, worth a combined $556M — up 4.4% from $532M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IGOV positions and 19 closed out — a net gain of 1 holder — while 30 added to existing stakes and 40 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $39M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $35.7M.

  • 110 institutional investors held iShares International Treasury Bond ETF (IGOV) as of Q1 2020, down from 111 in Q4 2019.
  • Funds reported $556M of iShares International Treasury Bond ETF stock for Q1 2020, up 4.4% quarter-over-quarter.
  • 20 funds opened new iShares International Treasury Bond ETF positions in Q1 2020 and 19 closed out, a net change of +1 holder.
  • The largest iShares International Treasury Bond ETF buyer in Q1 2020 was Financial Engines Advisors, an estimated $39M added.
  • The largest iShares International Treasury Bond ETF seller in Q1 2020 was Manulife (Manufacturers Life Insurance), an estimated $35.7M sold.

Based on aggregated 13F filings for Q1 2020.