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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
ADL
251
Asset Dedication LLC
California
$759K +$10.1K +120 +1%
NAM
252
North American Management
Massachusetts
$751K -$48.2K -570 -6%
ICOA
253
Investment Centers of America
North Dakota
$720K +$325K +3,839 +82%
PP
254
Palladium Partners
Virginia
$711K +$40.2K +475 +6%
SI
255
SII Investments
Wisconsin
$675K -$275K -3,258 -29%
FWIA
256
Fort Washington Investment Advisors
Ohio
$667K -$254K -3,000 -28%
GLA
257
Good Life Advisors
Pennsylvania
$639K +$1.61K +19 +0.3%
TCM
258
Tradition Capital Management
New Jersey
$635K +$635K +7,511 New
AF
259
Aldebaran Financial
$617K -$291K -3,445 -32%
BO
260
Bank OZK
Arkansas
$615K +$615K +7,279 New
TIM
261
Tortoise Investment Management
New York
$612K +$612K +7,242 New
Bessemer Group
262
Bessemer Group
New Jersey
$608K
AIP
263
Ameritas Investment Partners
Nebraska
$602K -$55.4K -655 -8%
CAPTRUST Financial Advisors
264
CAPTRUST Financial Advisors
North Carolina
$597K +$169K +2,004 +40%
EDRH
265
Edmond de Rothschild Holding
Switzerland
$588K -$2.92M -34,524 -83%
IPC
266
Independent Portfolio Consultants
Florida
$560K +$29.9K +354 +6%
AIS
267
American Investment Services
Massachusetts
$558K +$23.7K +280 +4%
BCP
268
Berkeley Capital Partners
Georgia
$548K +$549K +6,490 New
UAS
269
United Asset Strategies
New York
$544K -$163K -1,930 -23%
NIC
270
Northwest Investment Counselors
Oregon
$544K +$109K +1,289 +25%
BW
271
Bison Wealth
Georgia
$542K -$16.7K -198 -3%
UR
272
USCA RIA
Texas
$537K
ECAM
273
East Coast Asset Management
Massachusetts
$532K
TCM
274
Towercrest Capital Management
Pennsylvania
$521K -$34.3K -406 -6%
WT
275
Whittier Trust
California
$521K -$10.1K -119 -2%

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.