iShares 1-3 Year Treasury Bond ETF
342 hedge funds and large institutions have $4.16B invested in iShares 1-3 Year Treasury Bond ETF in 2013 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 99 increasing their positions, 130 reducing their positions, and 22 closing their positions.
205% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 22
15% more funds holding
Funds holding: 298 → 342 (+44)
11% more funds holding in top 10
Funds holding in top 10: 27 → 30 (+3)
1% less capital invested
Capital invested by funds: $4.2B → $4.16B (-$35.2M)
1% less ownership
Funds ownership: 49.38% → 48.38% (-1%)
24% less repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 130
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
First Horizon Advisors
Memphis,
Tennessee
|
+$50M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$27.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$24.7M |
| 4 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$21.1M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$123M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$90M |
| 3 |
EFS
Edelman Financial Services
Fairfax,
Virginia
|
-$59.2M |
| 4 |
Morgan Stanley
New York
|
-$49.5M |
| 5 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$27.5M |
SHY Hedge Fund Activity: Q4 2013 in Review
342 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2013, worth a combined $4.16B — down 0.84% from $4.2B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SHY positions and 22 closed out — a net gain of 45 holders — while 99 added to existing stakes and 130 trimmed.
The largest buyer was First Horizon Advisors, adding an estimated $50M. The largest seller was Bank of America, cutting an estimated $123M.
- 342 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2013, up from 298 in Q3 2013.
- Funds reported $4.16B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2013, down 0.84% quarter-over-quarter.
- 67 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2013 and 22 closed out, a net change of +45 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2013 was First Horizon Advisors, an estimated $50M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2013 was Bank of America, an estimated $123M sold.
Based on aggregated 13F filings for Q4 2013.