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iShares 1-3 Year Treasury Bond ETF

434 hedge funds and large institutions have $5.1B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

0% more funds holding

Funds holding: 432434 (+2)

3% less capital invested

Capital invested by funds: $5.26B → $5.1B (-$161M)

9% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 170

2.53% less ownership

Funds ownership: 47.63%45.1% (-2.5%)

11% less funds holding in top 10

Funds holding in top 10: 3531 (-4)

23% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $13.2M

Holders
434
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
10.82%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.77%
New
45
Increased
155
Reduced
170
Closed
36
Calls
$10.2M
Puts
$13.2M
Net Calls
-$2.99M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
GG
226
Gofen & Glossberg
Illinois
$954K
BCM
227
Brookstone Capital Management
Illinois
$951K -$218K -2,578 -19%
Axa
228
Axa
France
$935K +$438K +5,183 +88%
Janney Montgomery Scott
229
Janney Montgomery Scott
Pennsylvania
$923K +$73K +864 +9%
SLG
230
Stanley-Laman Group
Pennsylvania
$920K -$1.19M -14,126 -56%
MBTD
231
Mechanics Bank - Trust Department
California
$917K -$45.8K -542 -5%
FMW
232
Farr Miller & Washington
District of Columbia
$916K +$99.8K +1,180 +12%
SI
233
Shaker Investments
Ohio
$880K -$30K -355 -3%
LP
234
LGL Partners
Pennsylvania
$879K -$843K -9,970 -49%
RJT
235
Raymond James Trust
Florida
$876K -$3.21K -38 -0.4%
SCA
236
Sage Capital Advisors
South Dakota
$871K +$871K +10,307 New
DADC
237
D.A. Davidson & Co
Montana
$861K -$35.3K -417 -4%
CFG
238
Citizens Financial Group
Rhode Island
$859K +$136K +1,612 +19%
RBC
239
Ronald Blue & Co
Georgia
$853K -$5.58K -66 -0.6%
BAC
240
Boys Arnold & Co
North Carolina
$847K -$252K -2,975 -23%
WP
241
WealthSource Partners
California
$840K -$3.97K -47 -0.5%
SFS
242
Sowell Financial Services
Arkansas
$837K +$87.8K +1,039 +12%
TFF
243
The Family Firm
Maryland
$832K +$205K +2,423 +33%
BA
244
BKS Advisors
Michigan
$823K +$87.5K +1,035 +12%
JCM
245
Jag Capital Management
Missouri
$808K -$32K -378 -4%
PFS
246
Prospera Financial Services
Texas
$803K -$5.5K -65 -0.7%
GCM
247
Gibraltar Capital Management
Oklahoma
$801K +$56K +663 +8%
SAMC
248
Spectrum Asset Management (California)
California
$794K +$142K +1,685 +22%
HFS
249
HL Financial Services
Kentucky
$783K -$910K -10,763 -54%
PGFC
250
Peapack-Gladstone Financial Corp
New Jersey
$763K -$2.54K -30 -0.3%

SHY Hedge Fund Activity: Q2 2017 in Review

434 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2017, worth a combined $5.1B — down 3.1% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SHY positions and 36 closed out — a net gain of 9 holders — while 155 added to existing stakes and 170 trimmed.

The largest buyer was Ameriprise, adding an estimated $179M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $273M.

  • 434 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2017, up from 432 in Q1 2017.
  • Funds reported $5.1B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2017, down 3.1% quarter-over-quarter.
  • 45 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2017 and 36 closed out, a net change of +9 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $179M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $273M sold.

Based on aggregated 13F filings for Q2 2017.