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iShares 1-3 Year International Treasury Bond ETF

27 hedge funds and large institutions have $23.5M invested in iShares 1-3 Year International Treasury Bond ETF in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

16% more capital invested

Capital invested by funds: $20.3M → $23.5M (+$3.2M)

13% more funds holding

Funds holding: 2427 (+3)

3.67% more ownership

Funds ownership: 35.13%38.81% (+3.7%)

0% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 7

Holders
27
Holders Change
+3
Holders Change %
+12.5%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
1
Bank Julius Baer & Co
Switzerland
$7.82M -$245 -3 -0%
KCM
2
Karp Capital Management
California
$5.53M +$3.67M +44,849 +188%
AWM
3
AE Wealth Management
Kansas
$2.22M +$67K +819 +3%
TFF
4
The Family Firm
Maryland
$1.22M
Morgan Stanley
5
Morgan Stanley
New York
$861K +$33.4K +409 +4%
Jane Street
6
Jane Street
New York
$857K -$664K -8,122 -43%
Bank of America
7
Bank of America
North Carolina
$671K -$46.8K -572 -6%
CGH
8
Crossmark Global Holdings
Texas
$655K -$20K -245 -3%
WCM
9
Wisconsin Capital Management
Wisconsin
$647K +$450K +5,500 +217%
EAM
10
Evanson Asset Management
California
$515K
FTUS
11
Flow Traders U.S.
New York
$490K +$269K +3,289 +118%
CMP
12
Courage Miller Partners
Virginia
$467K
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$462K
UBS Group
14
UBS Group
Switzerland
$362K -$47.9K -586 -12%
CCA
15
Checchi Capital Advisers
California
$265K +$269K +3,290 New
Wells Fargo
16
Wells Fargo
California
$162K -$14.1K -172 -8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$131K +$24.1K +295 +22%
Osaic Holdings
18
Osaic Holdings
Arizona
$50K -$62.1K -760 -55%
APA
19
American Portfolios Advisors
New York
$25.8K +$2.04K +25 +8%
BWP
20
Baldwin Wealth Partners
Massachusetts
$23K
CFGS
21
Concourse Financial Group Securities
Alabama
$6K
LDFR
22
Lehman & Derafelo Financial Resources
Pennsylvania
$4K
PA
23
Parallel Advisors
California
$4K
AIC
24
Archer Investment Corporation
Indiana
$2.41K +$2.45K +30 New
GRP
25
Global Retirement Partners
California
$1K +$818 +10 New

ISHG Hedge Fund Activity: Q3 2021 in Review

27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year International Treasury Bond ETF (ISHG) for Q3 2021, worth a combined $23.5M — up 16% from $20.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ISHG positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 7 trimmed.

The largest buyer was Karp Capital Management, adding an estimated $3.67M. The largest seller was Jane Street, cutting an estimated $664K.

  • 27 institutional investors held iShares 1-3 Year International Treasury Bond ETF (ISHG) as of Q3 2021, up from 24 in Q2 2021.
  • Funds reported $23.5M of iShares 1-3 Year International Treasury Bond ETF stock for Q3 2021, up 16% quarter-over-quarter.
  • 4 funds opened new iShares 1-3 Year International Treasury Bond ETF positions in Q3 2021 and 1 closed out, a net change of +3 holders.
  • The largest iShares 1-3 Year International Treasury Bond ETF buyer in Q3 2021 was Karp Capital Management, an estimated $3.67M added.
  • The largest iShares 1-3 Year International Treasury Bond ETF seller in Q3 2021 was Jane Street, an estimated $664K sold.

Based on aggregated 13F filings for Q3 2021.