We are live on ! Find out more
ISHG icon

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
Wells Fargo
1
Wells Fargo
California
$20.3M +$3.04M +31,964 +17%
MIS
2
Morningstar Investment Services
Illinois
$14.4M +$625K +6,565 +4%
Morgan Stanley
3
Morgan Stanley
New York
$13.3M +$117K +1,229 +0.9%
Bank of America
4
Bank of America
North Carolina
$8.19M -$4.33M -45,477 -34%
LPL Financial
5
LPL Financial
California
$5.12M +$613K +6,435 +13%
GF
6
Gerstein Fisher
New York
$4.79M +$4.83M +50,790 New
KT
7
Kanaly Trust
Texas
$3.73M
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.33M +$2.35M +24,642 +232%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.31M +$3.33M +35,003 New
LI
10
LVZ Inc
Michigan
$3.11M +$3.14M +32,934 New
U
11
UBS
Switzerland
$2.83M +$310K +3,252 +12%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.64M +$213K +2,242 +9%
FC
13
FCA Corp
Texas
$2.11M +$260K +2,730 +14%
RIA
14
Regal Investment Advisors
Michigan
$1.91M -$15.6K -164 -0.8%
EAM
15
Evanson Asset Management
California
$1.82M +$1.83M +19,251 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.27M +$95K +998 +8%
KeyBank National Association
17
KeyBank National Association
Ohio
$1.1M -$24.9K -262 -2%
BCM
18
Bluefin Capital Management
New York
$1.05M +$1.06M +11,149 New
Jane Street
19
Jane Street
New York
$1.04M -$324K -3,406 -24%
VKH
20
Virtu KCG Holdings
New York
$897K +$905K +9,507 New
BCM
21
Brookstone Capital Management
Illinois
$843K +$850K +8,933 New
TCM
22
Twele Capital Management
Minnesota
$538K
BCI
23
Brinker Capital Investments
Pennsylvania
$528K
Bank of New York Mellon
24
Bank of New York Mellon
New York
$455K +$460K +4,830 New
Ameriprise
25
Ameriprise
Minnesota
$441K +$16.9K +178 +4%

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.