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iShares 1-3 Year Treasury Bond ETF

764 hedge funds and large institutions have $10.7B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 246 increasing their positions, 275 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 53

13% more funds holding in top 10

Funds holding in top 10: 7079 (+9)

11% more funds holding

Funds holding: 686764 (+78)

0.06% less ownership

Funds ownership: 60.65%60.6% (-0.06%)

0% less capital invested

Capital invested by funds: $10.8B → $10.7B (-$49.1M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 275

93% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $547M

Holders
764
Holders Change
+78
Holders Change %
+11.37%
% of All Funds
15.05%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.56%
New
140
Increased
246
Reduced
275
Closed
53
Calls
$36.6M
Puts
$547M
Net Calls
-$511M
Net Calls Change
-$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
226
Comerica Bank
Texas
$3.34M +$79K +932 +2%
CAN
227
Cetera Advisor Networks
California
$3.31M +$1.33M +15,644 +67%
HWM
228
HighMark Wealth Management
Minnesota
$3.31M +$3.31M +39,069 New
LPT
229
Legacy Private Trust
Wisconsin
$3.29M -$541K -6,386 -14%
WANY
230
Wealthspire Advisors (New York)
New York
$3.23M -$187K -2,204 -5%
SWP
231
Strategic Wealth Partners
Ohio
$3.17M +$1.57M +18,564 +98%
HI
232
Horizon Investments
North Carolina
$3.15M +$240K +2,832 +8%
IWC
233
Integrated Wealth Concepts
Massachusetts
$3.15M +$2.68M +31,629 +571%
KWMG
234
King Wealth Management Group
Florida
$3.13M +$119K +1,406 +4%
WPC
235
White Pine Capital
Minnesota
$3.08M -$466K -5,500 -13%
William Blair & Company
236
William Blair & Company
Illinois
$3.03M -$2.71K -32 -0.1%
EGA
237
Eagle Global Advisors
Texas
$2.99M +$897K +10,585 +43%
MA
238
Mutual Advisors
Nebraska
$2.98M -$1.21M -14,273 -29%
FA
239
Freestate Advisors
Kansas
$2.96M +$30.5K +360 +1%
IA
240
IFP Advisors
Florida
$2.96M +$1.5M +17,760 +103%
PFA
241
Pure Financial Advisors
California
$2.93M +$349K +4,120 +14%
PCM
242
Pointe Capital Management
Michigan
$2.9M +$430K +5,071 +17%
SAS
243
Sage Advisory Services
Texas
$2.89M -$140K -1,658 -5%
ZF
244
Zhang Financial
Michigan
$2.88M -$5.76K -68 -0.2%
FFC
245
Fure Financial Corporation
Minnesota
$2.88M +$2.88M +33,974 New
SCA
246
STALEY CAPITAL ADVISERS
Pennsylvania
$2.87M
RIM
247
Rampart Investment Management
Connecticut
$2.87M +$2.87M +33,875 New
LFAS
248
Level Four Advisory Services
Texas
$2.77M +$490K +5,788 +22%
Kovitz Investment Group Partners
249
Kovitz Investment Group Partners
Illinois
$2.76M -$10.4K -123 -0.4%
SBL
250
Sargent Bickham Lagudis
Colorado
$2.72M -$439K -5,179 -14%

SHY Hedge Fund Activity: Q4 2019 in Review

764 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2019, worth a combined $10.7B — down 0.45% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SHY positions and 53 closed out — a net gain of 87 holders — while 246 added to existing stakes and 275 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $108M. The largest seller was BlackRock, cutting an estimated $82.6M.

  • 764 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2019, up from 686 in Q3 2019.
  • Funds reported $10.7B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2019, down 0.45% quarter-over-quarter.
  • 140 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2019 and 53 closed out, a net change of +87 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2019 was Matson Money Inc, an estimated $108M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2019 was BlackRock, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2019.