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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
CCA
276
Checchi Capital Advisers
California
$2.35M +$80.2K +946 +4%
PIMG
277
Patriot Investment Management Group
Tennessee
$2.34M -$183K -2,159 -7%
AA
278
Ancora Advisors
Ohio
$2.31M +$297K +3,500 +15%
MCP
279
Martin Capital Partners
Oregon
$2.31M +$89.3K +1,054 +4%
SS
280
Simplicity Solutions
Minnesota
$2.25M +$1.17M +13,777 +107%
OCM
281
Orser Capital Management
Texas
$2.17M
HH
282
Hilltop Holdings
Texas
$2.16M -$912K -10,766 -30%
LG
283
Leuthold Group
Minnesota
$2.14M -$435K -5,135 -17%
PP
284
Prudential plc
United Kingdom
$2.13M +$264K +3,120 +14%
APA
285
American Portfolios Advisors
New York
$2.12M +$260K +3,063 +14%
PA
286
Probity Advisors
Texas
$2.1M +$87.2K +1,029 +4%
OFG
287
OmniStar Financial Group
North Carolina
$2.07M -$512K -6,044 -20%
ACP
288
Aveo Capital Partners
Colorado
$2.07M +$107K +1,257 +5%
AA
289
Alesco Advisors
New York
$2.06M -$194K -2,295 -9%
RFO
290
RiverGlades Family Offices
Florida
$2.04M
BAM
291
Barrett Asset Management
New York
$2.04M +$1.32M +15,575 +183%
EPM
292
Elm Partners Management
Pennsylvania
$2.02M -$5.38M -63,525 -73%
HW
293
Hancock Whitney
Mississippi
$1.98M -$1.64M -19,311 -45%
WCM
294
Wealthcare Capital Management
Virginia
$1.95M +$35.4K +418 +2%
FIM
295
Frontier Investment Management
Texas
$1.91M +$1.91M +22,600 New
Allianz Asset Management
296
Allianz Asset Management
Germany
$1.86M -$7.41M -87,516 -80%
SFSIG
297
San Francisco Sentry Investment Group
California
$1.86M +$499K +5,885 +37%
CIM
298
Corda Investment Management
Texas
$1.85M -$107K -1,259 -5%
AIA
299
Arrow Investment Advisors
Maryland
$1.81M +$1.82M +21,435 New
SCM
300
Spreng Capital Management
Ohio
$1.81M +$1.82M +21,433 New

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.