iShares 1-3 Year Treasury Bond ETF
362 hedge funds and large institutions have $3.93B invested in iShares 1-3 Year Treasury Bond ETF in 2014 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 88 increasing their positions, 164 reducing their positions, and 29 closing their positions.
117% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 29
8% more funds holding
Funds holding: 334 → 362 (+28)
3% less capital invested
Capital invested by funds: $4.06B → $3.93B (-$133M)
2.61% less ownership
Funds ownership: 48.34% → 45.74% (-2.6%)
3% less funds holding in top 10
Funds holding in top 10: 31 → 30 (-1)
46% less repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 164
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$30.7M |
| 2 |
CPS
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
+$23.5M |
| 3 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$23.5M |
| 4 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$10.9M |
| 5 |
IA
IndexIQ Advisors
New York
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$203M |
| 2 |
Morgan Stanley
New York
|
-$84.8M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$30.9M |
| 4 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$15.9M |
| 5 |
Bank of New York Mellon
New York
|
-$15.4M |
SHY Hedge Fund Activity: Q4 2014 in Review
362 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2014, worth a combined $3.93B — down 3.3% from $4.06B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SHY positions and 29 closed out — a net gain of 34 holders — while 88 added to existing stakes and 164 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $30.7M. The largest seller was Bank of America, cutting an estimated $203M.
- 362 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2014, up from 334 in Q3 2014.
- Funds reported $3.93B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2014, down 3.3% quarter-over-quarter.
- 63 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2014 and 29 closed out, a net change of +34 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2014 was Managed Account Advisors, an estimated $30.7M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2014 was Bank of America, an estimated $203M sold.
Based on aggregated 13F filings for Q4 2014.