iShares 1-3 Year Treasury Bond ETF
534 hedge funds and large institutions have $7.84B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 194 increasing their positions, 191 reducing their positions, and 39 closing their positions.
46% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 39
27% more capital invested
Capital invested by funds: $6.15B → $7.84B (+$1.68B)
19% more funds holding in top 10
Funds holding in top 10: 31 → 37 (+6)
5.31% more ownership
Funds ownership: 53.64% → 58.95% (+5.3%)
2% more funds holding
Funds holding: 523 → 534 (+11)
2% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 191
83% less call options, than puts
Call options by funds: $42.7M | Put options by funds: $251M
Top Buyers
| 1 |
JP Morgan Chase
New York
|
+$970M |
| 2 |
BlackRock
New York
|
+$217M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$214M |
| 4 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$119M |
| 5 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
+$106M |
Top Sellers
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$70.6M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
-$48.6M |
| 3 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$28.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$28M |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$19.2M |
SHY Hedge Fund Activity: Q2 2018 in Review
534 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2018, worth a combined $7.84B — up 27% from $6.15B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new SHY positions and 39 closed out — a net gain of 18 holders — while 194 added to existing stakes and 191 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $970M. The largest seller was Ameriprise, cutting an estimated $70.6M.
- 534 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2018, up from 523 in Q1 2018.
- Funds reported $7.84B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2018, up 27% quarter-over-quarter.
- 57 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2018 and 39 closed out, a net change of +18 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2018 was JP Morgan Chase, an estimated $970M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2018 was Ameriprise, an estimated $70.6M sold.
Based on aggregated 13F filings for Q2 2018.