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iShares 1-3 Year International Treasury Bond ETF

28 hedge funds and large institutions have $53.1M invested in iShares 1-3 Year International Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

12% more funds holding

Funds holding: 2528 (+3)

9% more capital invested

Capital invested by funds: $48.7M → $53.1M (+$4.44M)

1.71% more ownership

Funds ownership: 65.43%67.14% (+1.7%)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
28
Holders Change
+3
Holders Change %
+12%
% of All Funds
0.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
6
Increased
8
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Checchi Capital Advisers
California
$15.8M -$1.63M -23,588 -10%
MMA
2
Miracle Mile Advisors
California
$7.44M -$196K -2,832 -3%
Jane Street
3
Jane Street
New York
$6.46M -$1.07M -15,448 -15%
PSA
4
Plum Street Advisors
Louisiana
$4.37M +$4.19M +60,615 New
AL
5
ADE LLC
Maryland
$4.02M -$45.8K -663 -1%
AWM
6
AE Wealth Management
Kansas
$2.53M +$83.1K +1,202 +3%
BWM
7
Bulltick Wealth Management
Florida
$2.41M
MAM
8
McLean Asset Management
Virginia
$1.47M +$28.1K +406 +2%
Morgan Stanley
9
Morgan Stanley
New York
$1.29M +$661K +9,563 +115%
Bank of America
10
Bank of America
North Carolina
$1.15M +$569K +8,226 +107%
TFF
11
The Family Firm
Maryland
$1.06M +$1.45K +21 +0.1%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$806K -$1.13M -16,346 -59%
LPL Financial
13
LPL Financial
California
$643K -$429K -6,211 -41%
JCIA
14
Jackson Creek Investment Advisors
Colorado
$615K -$1.11K -16 -0.2%
CGH
15
Crossmark Global Holdings
Texas
$587K
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$459K -$29.1K -421 -6%
WPC
17
Wedmont Private Capital
Pennsylvania
$449K
EAM
18
Evanson Asset Management
California
$432K +$553 +8 +0.1%
TCM
19
Towneley Capital Management
California
$416K +$399K +5,777 New
Citadel Advisors
20
Citadel Advisors
Florida
$349K +$335K +4,848 New
RJA
21
Raymond James & Associates
Florida
$257K +$247K +3,567 New
Osaic Holdings
22
Osaic Holdings
Arizona
$108K -$968 -14 -0.9%
UBS Group
23
UBS Group
Switzerland
$20.4K -$228K -3,299 -92%
OP
24
ORG Partners
Indiana
$16.5K +$9.61K +139 +156%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$11K +$10.6K +153 New

ISHG Hedge Fund Activity: Q4 2023 in Review

28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year International Treasury Bond ETF (ISHG) for Q4 2023, worth a combined $53.1M — up 9.1% from $48.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ISHG positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $661K. The largest seller was Checchi Capital Advisers, cutting an estimated $1.63M.

  • 28 institutional investors held iShares 1-3 Year International Treasury Bond ETF (ISHG) as of Q4 2023, up from 25 in Q3 2023.
  • Funds reported $53.1M of iShares 1-3 Year International Treasury Bond ETF stock for Q4 2023, up 9.1% quarter-over-quarter.
  • 6 funds opened new iShares 1-3 Year International Treasury Bond ETF positions in Q4 2023 and 3 closed out, a net change of +3 holders.
  • The largest iShares 1-3 Year International Treasury Bond ETF buyer in Q4 2023 was Morgan Stanley, an estimated $661K added.
  • The largest iShares 1-3 Year International Treasury Bond ETF seller in Q4 2023 was Checchi Capital Advisers, an estimated $1.63M sold.

Based on aggregated 13F filings for Q4 2023.