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iShares 1-3 Year International Treasury Bond ETF

49 hedge funds and large institutions have $103M invested in iShares 1-3 Year International Treasury Bond ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 3

26% more funds holding

Funds holding: 3949 (+10)

19% more capital invested

Capital invested by funds: $86.4M → $103M (+$16.2M)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

Holders
49
Holders Change
+10
Holders Change %
+25.64%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
12
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
26
Courage Miller Partners
Virginia
$431K +$10.6K +111 +2%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$355K -$14.1K -148 -4%
HPC
28
HM Payson & Co
Maine
$343K
LNWWM
29
Laird Norton Wetherby Wealth Management
California
$340K
BSW
30
Buckingham Strategic Wealth
Missouri
$330K
CAM
31
Capstone Asset Management
Texas
$264K +$9.52K +100 +4%
SIC
32
Salem Investment Counselors
North Carolina
$255K -$857K -9,000 -77%
Creative Planning
33
Creative Planning
Kansas
$248K -$190 -2 -0.1%
BFA
34
Beaumont Financial Advisors
Massachusetts
$237K -$54.9K -577 -19%
PNC
35
Park National Corp
Ohio
$236K
OC
36
Oppenheimer & Co
New York
$231K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$90K +$90.9K +955 New
TRCT
38
Tower Research Capital (TRC)
New York
$31K -$55.4K -582 -64%
Deutsche Bank
39
Deutsche Bank
Germany
$26K +$27.2K +286 New
FHA
40
First Horizon Advisors
Tennessee
$23K -$8.95K -94 -28%
Citigroup
41
Citigroup
New York
$22K -$7.33K -77 -25%
JIR
42
James Investment Research
Ohio
$19K
WEC
43
Winslow Evans & Crocker
Massachusetts
$13K +$13.3K +140 New
NES
44
New England Securities
New York
$11K
TCOV
45
Trust Company of Vermont
Vermont
$11K +$10.9K +115 New
MFS
46
MSI Financial Services
Massachusetts
$9K -$22.7K -238 -70%
LFR
47
Lehman Financial Resources
Pennsylvania
$5K
CAL
48
Capital Analysts LLC
Pennsylvania
$4.53K
TAIM
49
TD Ameritrade Investment Management
Nebraska
$3K
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$2K +$2.48K +26 New

ISHG Hedge Fund Activity: Q4 2013 in Review

49 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year International Treasury Bond ETF (ISHG) for Q4 2013, worth a combined $103M — up 19% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new ISHG positions and 3 closed out — a net gain of 10 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Gerstein Fisher, opening a new position worth an estimated $4.83M. The largest seller was Bank of America, cutting an estimated $4.33M.

  • 49 institutional investors held iShares 1-3 Year International Treasury Bond ETF (ISHG) as of Q4 2013, up from 39 in Q3 2013.
  • Funds reported $103M of iShares 1-3 Year International Treasury Bond ETF stock for Q4 2013, up 19% quarter-over-quarter.
  • 13 funds opened new iShares 1-3 Year International Treasury Bond ETF positions in Q4 2013 and 3 closed out, a net change of +10 holders.
  • The largest iShares 1-3 Year International Treasury Bond ETF buyer in Q4 2013 was Gerstein Fisher, an estimated $4.83M added.
  • The largest iShares 1-3 Year International Treasury Bond ETF seller in Q4 2013 was Bank of America, an estimated $4.33M sold.

Based on aggregated 13F filings for Q4 2013.