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iShares International Treasury Bond ETF

101 hedge funds and large institutions have $852M invested in iShares International Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

33% more capital invested

Capital invested by funds: $643M → $852M (+$210M)

5% more funds holding

Funds holding: 96101 (+5)

3.27% more ownership

Funds ownership: 71.52%74.79% (+3.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
27
Reduced
30
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$585M +$79M +2,064,412 +16%
JP Morgan Chase
2
JP Morgan Chase
New York
$51.1M +$49.9M +1,304,375 +630,133%
Jane Street
3
Jane Street
New York
$43.4M +$41.5M +1,084,330 +4,673%
CCA
4
Checchi Capital Advisers
California
$22.1M -$1.66M -43,265 -7%
BlackRock
5
BlackRock
New York
$16.4M +$1.46M +38,238 +10%
Creative Planning
6
Creative Planning
Kansas
$12.3M +$2.74M +71,530 +30%
Morgan Stanley
7
Morgan Stanley
New York
$10.6M +$1.53K +40 +0%
LG
8
Leuthold Group
Minnesota
$10.1M +$7.07M +184,721 +253%
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$9.81M
IC
10
Inscription Capital
Texas
$9.71M -$488K -12,739 -5%
Wells Fargo
11
Wells Fargo
California
$8.66M -$3.9M -102,021 -32%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$7.02M -$231K -6,040 -3%
Canada Life
13
Canada Life
Manitoba, Canada
$5.37M -$295K -7,699 -5%
TFF
14
The Family Firm
Maryland
$5.27M +$192K +5,026 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.88M -$3.39M -88,692 -42%
UBS Group
16
UBS Group
Switzerland
$4.62M +$751K +19,624 +20%
Bank of America
17
Bank of America
North Carolina
$3.17M -$1.24M -32,277 -29%
PWAG
18
Polaris Wealth Advisory Group
California
$2.94M -$14.9K -389 -0.5%
TDWM
19
Topel & Distasi Wealth Management
California
$2.88M
SMDAM
20
Sumitomo Mitsui DS Asset Management
Japan
$2.55M +$577K +15,086 +30%
DCM
21
Discovery Capital Management
Connecticut
$2.38M +$2.32M +60,741 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.17M -$128K -3,341 -6%
MD
23
Money Design
Japan
$2.1M +$124K +3,251 +6%
Jones Financial Companies
24
Jones Financial Companies
Missouri
$2.01M -$182K -4,756 -8%
MIS
25
Morningstar Investment Services
Illinois
$1.68M +$108K +2,809 +7%

IGOV Hedge Fund Activity: Q4 2022 in Review

101 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares International Treasury Bond ETF (IGOV) for Q4 2022, worth a combined $852M — up 33% from $643M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IGOV positions and 12 closed out — a net gain of 6 holders — while 27 added to existing stakes and 30 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $79M. The largest seller was Wells Fargo, cutting an estimated $3.9M.

  • 101 institutional investors held iShares International Treasury Bond ETF (IGOV) as of Q4 2022, up from 96 in Q3 2022.
  • Funds reported $852M of iShares International Treasury Bond ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 18 funds opened new iShares International Treasury Bond ETF positions in Q4 2022 and 12 closed out, a net change of +6 holders.
  • The largest iShares International Treasury Bond ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $79M added.
  • The largest iShares International Treasury Bond ETF seller in Q4 2022 was Wells Fargo, an estimated $3.9M sold.

Based on aggregated 13F filings for Q4 2022.