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iShares 1-3 Year International Treasury Bond ETF

29 hedge funds and large institutions have $36.6M invested in iShares 1-3 Year International Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

120% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 5

32% more funds holding

Funds holding: 2229 (+7)

0.82% more ownership

Funds ownership: 53.45%54.27% (+0.82%)

7% less capital invested

Capital invested by funds: $39.5M → $36.6M (-$2.95M)

Holders
29
Holders Change
+7
Holders Change %
+31.82%
% of All Funds
0.38%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
11
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Checchi Capital Advisers
California
$14M -$875K -12,374 -6%
PSA
2
Plum Street Advisors
Louisiana
$4.91M +$258K +3,646 +5%
BWM
3
Bulltick Wealth Management
Florida
$3.01M +$58K +821 +2%
Jane Street
4
Jane Street
New York
$2.77M -$743K -10,502 -20%
Morgan Stanley
5
Morgan Stanley
New York
$1.57M -$468K -6,616 -22%
Bank of America
6
Bank of America
North Carolina
$1.26M +$15.7K +222 +1%
MAM
7
McLean Asset Management
Virginia
$1.17M -$46.1K -652 -4%
TFF
8
The Family Firm
Maryland
$1.17M +$19.2K +272 +2%
Goldman Sachs
9
Goldman Sachs
New York
$1.05M +$1.1M +15,546 New
LPL Financial
10
LPL Financial
California
$897K +$297K +4,204 +46%
FH
11
Financial Harvest
Florida
$874K +$917K +12,966 New
AWM
12
AE Wealth Management
Kansas
$854K +$15.3K +216 +2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$687K +$38.5K +544 +6%
JCIA
14
Jackson Creek Investment Advisors
Colorado
$658K +$18.8K +266 +3%
CGH
15
Crossmark Global Holdings
Texas
$548K
MWM
16
Merriman Wealth Management
Washington
$439K +$461K +6,517 New
Citadel Advisors
17
Citadel Advisors
Florida
$337K +$424 +6 +0.1%
UBS Group
18
UBS Group
Switzerland
$161K -$11.7K -166 -6%
LFASL
19
Lugano Financial Advisors SA (LFA)
Switzerland
$74.1K +$77.8K +1,100 New
Creative Planning
20
Creative Planning
Kansas
$63.8K +$67K +947 New
Wells Fargo
21
Wells Fargo
California
$8.8K
GSWM
22
Golden State Wealth Management
California
$6.47K +$6.79K +96 New
OP
23
ORG Partners
Indiana
$6.24K +$71 +1 +1%
EPW
24
Endeavor Private Wealth
Kansas
$3.45K +$3.61K +51 New
FFA
25
Farther Finance Advisors
California
$3.39K +$71 +1 +2%

ISHG Hedge Fund Activity: Q4 2024 in Review

29 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year International Treasury Bond ETF (ISHG) for Q4 2024, worth a combined $36.6M — down 7.5% from $39.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new ISHG positions and 3 closed out — a net gain of 7 holders — while 11 added to existing stakes and 5 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $1.1M. The largest seller was Checchi Capital Advisers, cutting an estimated $875K.

  • 29 institutional investors held iShares 1-3 Year International Treasury Bond ETF (ISHG) as of Q4 2024, up from 22 in Q3 2024.
  • Funds reported $36.6M of iShares 1-3 Year International Treasury Bond ETF stock for Q4 2024, down 7.5% quarter-over-quarter.
  • 10 funds opened new iShares 1-3 Year International Treasury Bond ETF positions in Q4 2024 and 3 closed out, a net change of +7 holders.
  • The largest iShares 1-3 Year International Treasury Bond ETF buyer in Q4 2024 was Goldman Sachs, an estimated $1.1M added.
  • The largest iShares 1-3 Year International Treasury Bond ETF seller in Q4 2024 was Checchi Capital Advisers, an estimated $875K sold.

Based on aggregated 13F filings for Q4 2024.