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iShares International Treasury Bond ETF
IGOV

76 hedge funds and large institutions have $332M invested in iShares International Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

17% more capital invested

Capital invested by funds: $282M → $332M (+$49.4M)

7% more funds holding

Funds holding: 71 → 76 (+5)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
2.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
9
Increased
38
Reduced
19
Closed
4
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$253K

Top Buyers

1
BFA
Beaumont Financial Advisors
Massachusetts
+$9.71M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.6M
3
BCM
Bluefin Capital Management
New York
+$4.69M
4
Goldman Sachs
Goldman Sachs
New York
+$4.55M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$3.76M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$7.72M
2
BlackRock
BlackRock
New York
-$7.54M
3
FAAM
First Allied Asset Management
California
-$3.06M
4
Morgan Stanley
Morgan Stanley
New York
-$2.1M
5
TAIM
TD Ameritrade Investment Management
Nebraska
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$62.6M -$7.72M -148,510 -11%
Morgan Stanley
2
Morgan Stanley
New York
$45.3M -$2.1M -40,352 -4%
QLMGAA
3
QS Legg Mason Global Asset Allocation
New York
$13.2M +$1.44M +27,632 +12%
CCA
4
Checchi Capital Advisers
California
$12.2M +$3.5M +67,370 +41%
BlackRock
5
BlackRock
New York
$11.7M -$7.54M -145,102 -39%
BFA
6
Beaumont Financial Advisors
Massachusetts
$11.6M +$9.71M +186,922 +559%
Bank of America
7
Bank of America
North Carolina
$10.9M +$482K +9,276 +5%
BTS
8
BB&T Securities
Virginia
$10.5M +$1.04M +19,952 New
KeyBank National Association
9
KeyBank National Association
Ohio
$10.4M +$213K +4,106 +2%
U
10
UBS
Switzerland
$10.3M +$31.4K +604 +0.3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$9.54M +$6.6M +127,072 +235%
FA
12
FDx Advisors
Illinois
$8.8M +$707K +13,598 +9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.85M +$357K +6,862 +5%
BIM
14
BlackRock Investment Management
Delaware
$7.58M +$1.53M +29,364 +26%
BHWM
15
Bar Harbor Wealth Management
New Hampshire
$7.57M -$36.1K -694 -0.5%
GC
16
Garde Capital
Washington
$7.15M +$7.06M +135,914 New
TAIM
17
TD Ameritrade Investment Management
Nebraska
$6.4M -$1.84M -35,452 -23%
HI
18
Horizon Investments
North Carolina
$6.03M +$1.51M +29,092 +34%
LG
19
Leuthold Group
Minnesota
$5.19M -$18.7K -360 -0.4%
PI
20
Placemark Investments
Illinois
$5.16M +$3.62M +69,748 +246%
BCM
21
Bluefin Capital Management
New York
$5.1M +$4.69M +90,166 +1,231%
Goldman Sachs
22
Goldman Sachs
New York
$4.61M +$4.55M +87,608 New
LPL Financial
23
LPL Financial
California
$4.24M -$343K -6,608 -8%
PCA
24
Personal Capital Advisors
California
$4.23M +$944K +18,168 +29%
FC
25
FCA Corp
Texas
$4.11M +$254K +4,890 +7%
1
2 3 4

IGOV Hedge Fund Activity: Q2 2014 in Review

76 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares International Treasury Bond ETF (IGOV) for Q2 2014, worth a combined $332M — up 17% from $282M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IGOV positions and 4 closed out — a net gain of 5 holders — while 38 added to existing stakes and 19 trimmed.

The largest buyer was Beaumont Financial Advisors, adding an estimated $9.71M. The largest seller was Wells Fargo, cutting an estimated $7.72M.

  • 76 institutional investors held iShares International Treasury Bond ETF (IGOV) as of Q2 2014, up from 71 in Q1 2014.
  • Funds reported $332M of iShares International Treasury Bond ETF stock for Q2 2014, up 17% quarter-over-quarter.
  • 9 funds opened new iShares International Treasury Bond ETF positions in Q2 2014 and 4 closed out, a net change of +5 holders.
  • The largest iShares International Treasury Bond ETF buyer in Q2 2014 was Beaumont Financial Advisors, an estimated $9.71M added.
  • The largest iShares International Treasury Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $7.72M sold.

Based on aggregated 13F filings for Q2 2014.