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iShares 1-3 Year International Treasury Bond ETF

87 hedge funds and large institutions have $450M invested in iShares 1-3 Year International Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

14% more funds holding

Funds holding: 7687 (+11)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.07% less ownership

Funds ownership: 71.66%67.59% (-4.1%)

7% less capital invested

Capital invested by funds: $483M → $450M (-$33M)

Holders
87
Holders Change
+11
Holders Change %
+14.47%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
17
Increased
34
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1
Rock Creek Group
District of Columbia
$82M -$5.76M -76,362 -7%
STA
2
Summit Trail Advisors
New York
$80.4M -$96.8M -1,283,542 -55%
NW
3
NewEdge Wealth
Pennsylvania
$76.1M +$76.3M +1,011,253 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$27.8M +$1.02M +13,469 +4%
IWM
5
Inlight Wealth Management
Georgia
$23.8M +$9.06M +120,058 +61%
Morgan Stanley
6
Morgan Stanley
New York
$21.9M -$4.6M -60,906 -17%
CCA
7
Checchi Capital Advisers
California
$14.2M +$24.1K +320 +0.2%
CFP
8
Cascade Financial Partners
California
$10.4M +$6.76M +89,554 +183%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$9.56M +$3.84M +50,896 +67%
SCM
10
SB Capital Management
California
$8.77M +$8.79M +116,555 New
UBS Group
11
UBS Group
Switzerland
$7.17M -$3.94M -52,184 -35%
PSA
12
Plum Street Advisors
Louisiana
$6.88M +$617K +8,176 +10%
BPA
13
Beacon Pointe Advisors
California
$6.33M +$1.88M +24,867 +42%
Bank of America
14
Bank of America
North Carolina
$5.28M +$441K +5,844 +9%
OWA
15
Octavia Wealth Advisors
Ohio
$4.96M -$3.17M -42,063 -39%
ML
16
Mayport LLC
Massachusetts
$4.51M +$4.52M +59,894 New
CAM
17
Cresset Asset Management
Illinois
$3.99M +$2M +26,500 +100%
Kovitz Investment Group Partners
18
Kovitz Investment Group Partners
Illinois
$3.73M -$106K -1,403 -3%
BWM
19
Bulltick Wealth Management
Florida
$3.39M +$697K +9,244 +26%
FWM
20
Fonville Wealth Management
Virginia
$2.7M +$1.36M +18,017 +101%
NCM
21
New Capital Management
Texas
$2.52M +$39.4K +522 +2%
ASN
22
Advisory Services Network
Georgia
$2.49M +$179K +2,372 +8%
WANY
23
Wealthspire Advisors (New York)
New York
$2.45M +$99.8K +1,323 +4%
Cerity Partners
24
Cerity Partners
New York
$2.3M -$1.15M -15,189 -33%
Goldman Sachs
25
Goldman Sachs
New York
$2.03M +$2.04M +27,002 New

ISHG Hedge Fund Activity: Q4 2025 in Review

87 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year International Treasury Bond ETF (ISHG) for Q4 2025, worth a combined $450M — down 6.8% from $483M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new ISHG positions and 5 closed out — a net gain of 12 holders — while 34 added to existing stakes and 21 trimmed.

The largest buyer was NewEdge Wealth, opening a new position worth an estimated $76.3M. The largest seller was Summit Trail Advisors, cutting an estimated $96.8M.

  • 87 institutional investors held iShares 1-3 Year International Treasury Bond ETF (ISHG) as of Q4 2025, up from 76 in Q3 2025.
  • Funds reported $450M of iShares 1-3 Year International Treasury Bond ETF stock for Q4 2025, down 6.8% quarter-over-quarter.
  • 17 funds opened new iShares 1-3 Year International Treasury Bond ETF positions in Q4 2025 and 5 closed out, a net change of +12 holders.
  • The largest iShares 1-3 Year International Treasury Bond ETF buyer in Q4 2025 was NewEdge Wealth, an estimated $76.3M added.
  • The largest iShares 1-3 Year International Treasury Bond ETF seller in Q4 2025 was Summit Trail Advisors, an estimated $96.8M sold.

Based on aggregated 13F filings for Q4 2025.