We are live on ! Find out more
SHY icon

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
GLA
251
Good Life Advisors
Pennsylvania
$701K +$65K +769 +10%
SFS
252
Sowell Financial Services
Arkansas
$664K -$171K -2,021 -20%
EDRH
253
Edmond de Rothschild Holding
Switzerland
$657K +$69.7K +824 +12%
ST
254
Spinnaker Trust
Maine
$643K +$644K +7,618 New
PP
255
Palladium Partners
Virginia
$632K -$79K -934 -11%
CAPTRUST Financial Advisors
256
CAPTRUST Financial Advisors
North Carolina
$617K +$27.3K +323 +5%
AF
257
Aldebaran Financial
$616K
Bessemer Group
258
Bessemer Group
New Jersey
$608K
SI
259
SII Investments
Wisconsin
$602K -$72.8K -861 -11%
AIP
260
Ameritas Investment Partners
Nebraska
$601K
LP
261
LGL Partners
Pennsylvania
$600K -$279K -3,300 -32%
WT
262
Whittier Trust
California
$596K +$75K +887 +14%
ICOA
263
Investment Centers of America
North Dakota
$567K -$152K -1,792 -21%
BW
264
Bison Wealth
Georgia
$541K
GG
265
Gofen & Glossberg
Illinois
$539K -$414K -4,900 -43%
HK
266
Horizon Kinetics
New York
$539K +$540K +6,391 New
IF
267
Ironwood Financial
Arizona
$538K -$696K -8,230 -56%
UR
268
USCA RIA
Texas
$537K
CCT
269
Country Club Trust
Missouri
$534K +$535K +6,326 New
ECAM
270
East Coast Asset Management
Massachusetts
$531K
TCM
271
Towercrest Capital Management
Pennsylvania
$530K +$8.88K +105 +2%
WC
272
Wexford Capital
Florida
$520K +$521K +6,160 New
CFMC
273
Curbstone Financial Management Corp
New Hampshire
$513K +$282K +3,336 +122%
AIS
274
American Investment Services
Massachusetts
$511K -$46.9K -555 -8%
PFS
275
Prospera Financial Services
Texas
$510K -$294K -3,482 -37%

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.