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.
25% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 36
0% more funds holding
Funds holding: 432 → 434 (+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: 35 → 31 (-4)
23% less call options, than puts
Call options by funds: $10.2M | Put options by funds: $13.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$179M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$49.4M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$38.3M |
| 4 |
CA
Commerzbank Aktiengesellschaft
Frankfurt,
Germany
|
+$27.7M |
| 5 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$21.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
-$273M |
| 2 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$69M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$67.1M |
| 4 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
-$36.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$33.9M |
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.