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iShares 1-3 Year Treasury Bond ETF

445 hedge funds and large institutions have $5.06B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $819K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

3% more funds holding

Funds holding: 434445 (+11)

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 157

0.08% more ownership

Funds ownership: 45.1%45.18% (+0.08%)

1% less capital invested

Capital invested by funds: $5.1B → $5.06B (-$37.9M)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
445
Holders Change
+11
Holders Change %
+2.53%
% of All Funds
11.09%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.65%
New
44
Increased
163
Reduced
157
Closed
28
Calls
$2.4M
Puts
$819K
Net Calls
+$1.58M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
226
Gibraltar Capital Management
Oklahoma
$927K +$127K +1,498 +16%
MBTD
227
Mechanics Bank - Trust Department
California
$925K +$7.78K +92 +0.8%
Janney Montgomery Scott
228
Janney Montgomery Scott
Pennsylvania
$900K -$22.7K -268 -2%
SLG
229
Stanley-Laman Group
Pennsylvania
$897K -$22K -260 -2%
HCA
230
Harbour Capital Advisors
Virginia
$891K -$148K -1,755 -14%
CCWA
231
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$881K -$344K -4,067 -28%
NWM
232
Northwest Wealth Management
Iowa
$858K -$212K -2,508 -20%
CFG
233
Citizens Financial Group
Rhode Island
$858K
FC
234
Financial Consulate
Maryland
$857K +$858K +10,144 New
SI
235
Shaker Investments
Ohio
$855K -$25.4K -300 -3%
BA
236
BKS Advisors
Michigan
$819K -$3.64K -43 -0.4%
BCM
237
Brookstone Capital Management
Illinois
$816K -$135K -1,593 -14%
JCM
238
Jag Capital Management
Missouri
$815K +$8.12K +96 +1%
BNP Paribas Financial Markets
239
BNP Paribas Financial Markets
France
$809K +$592K +7,004 +272%
WP
240
WealthSource Partners
California
$805K -$34.3K -406 -4%
RJT
241
Raymond James Trust
Florida
$795K -$81.1K -959 -9%
SAMC
242
Spectrum Asset Management (California)
California
$795K +$1.35K +16 +0.2%
DADC
243
D.A. Davidson & Co
Montana
$788K -$72.5K -857 -8%
BAC
244
Boys Arnold & Co
North Carolina
$785K -$62.1K -735 -7%
Thrivent Financial for Lutherans
245
Thrivent Financial for Lutherans
Minnesota
$784K +$749K +8,859 +2,084%
PGFC
246
Peapack-Gladstone Financial Corp
New Jersey
$762K
ADL
247
Asset Dedication LLC
California
$761K +$1.52K +18 +0.2%
NAM
248
North American Management
Massachusetts
$761K +$10.4K +123 +1%
Franklin Resources
249
Franklin Resources
California
$755K -$493K -5,832 -39%
SFP
250
Shepherd Financial Partners
Massachusetts
$745K -$1.2M -14,250 -62%

SHY Hedge Fund Activity: Q3 2017 in Review

445 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2017, worth a combined $5.06B — down 0.74% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SHY positions and 28 closed out — a net gain of 16 holders — while 163 added to existing stakes and 157 trimmed.

The largest buyer was Bank of America, adding an estimated $174M. The largest seller was Ameriprise, cutting an estimated $145M.

  • 445 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2017, up from 434 in Q2 2017.
  • Funds reported $5.06B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2017, down 0.74% quarter-over-quarter.
  • 44 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2017 and 28 closed out, a net change of +16 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2017 was Bank of America, an estimated $174M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2017 was Ameriprise, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2017.