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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
MIC
276
Meridian Investment Counsel
California
$503K
DC
277
Davenport & Co
Virginia
$502K +$75.4K +892 +18%
NB
278
NBT Bank
New York
$496K -$4.4K -52 -0.9%
MA
279
MUFG Americas
New York
$492K
BCP
280
Berkeley Capital Partners
Georgia
$484K -$64.5K -763 -12%
SFM
281
Signet Financial Management
New Jersey
$483K -$17.6K -208 -4%
JIP
282
Jaffetilchin Investment Partners
Florida
$479K +$1.18K +14 +0.2%
SCG
283
Sonata Capital Group
Washington
$477K +$114K +1,350 +31%
FBC
284
Fairfield, Bush & Co
Connecticut
$477K +$478K +5,650 New
WS
285
Wedbush Securities
California
$472K -$4.23K -50 -0.9%
BCM
286
Beddow Capital Management
Wyoming
$462K +$463K +5,475 New
Barclays
287
Barclays
United Kingdom
$459K -$845 -10 -0.2%
AIM
288
Acropolis Investment Management
Missouri
$450K
WB
289
WesBanco Bank
West Virginia
$447K +$94.2K +1,114 +27%
CA
290
Commerzbank Aktiengesellschaft
Germany
$439K -$27.7M -327,600 -98%
SMC
291
Smith, Moore & Co
Missouri
$433K -$2.62K -31 -0.6%
PBO
292
Peoples Bank (Ohio)
Ohio
$433K
NIC
293
Northwest Investment Counselors
Oregon
$432K -$112K -1,319 -21%
PA
294
Pinnacle Associates
New York
$428K
TF
295
Tompkins Financial
New York
$426K +$29.3K +347 +7%
EAM
296
Evanson Asset Management
California
$420K +$676 +8 +0.2%
BFIM
297
Beese Fulmer Investment Management
Ohio
$414K +$26.2K +310 +7%
FA
298
FCG Advisors
New Jersey
$410K -$81.1K -959 -17%
ACP
299
Aveo Capital Partners
Colorado
$409K -$14.2K -168 -3%
BJL
300
Brighton Jones LLC
Washington
$405K +$845 +10 +0.2%

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.