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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
FI
301
FormulaFolio Investments
Michigan
$404K -$104K -1,227 -20%
PWM
302
Perigon Wealth Management
California
$398K -$16.1K -190 -4%
ISL
303
Ingalls & Snyder LLC
New York
$395K +$395K +4,675 New
MM
304
Meridian Management
Arkansas
$394K
SPIA
305
Steward Partners Investment Advisory
New York
$388K -$13.4K -159 -3%
TCM
306
Tradition Capital Management
New Jersey
$378K -$257K -3,035 -40%
NA
307
NewEdge Advisors
Louisiana
$369K +$2.11K +25 +0.6%
KWM
308
Kingsview Wealth Management
Oregon
$369K +$59.8K +707 +19%
SIM
309
Sadoff Investment Management
Wisconsin
$367K +$368K +4,348 New
AWM
310
AE Wealth Management
Kansas
$365K -$86.3K -1,021 -19%
BA
311
Boston Advisors
Massachusetts
$361K +$6.76K +80 +2%
CAG
312
Crestwood Advisors Group
Massachusetts
$359K +$28.7K +340 +9%
JWS
313
Juncture Wealth Strategies
Arizona
$358K -$89.6K -1,060 -20%
WA
314
Winfield Associates
Ohio
$357K
Chevy Chase Trust
315
Chevy Chase Trust
Maryland
$356K +$10.6K +125 +3%
UAS
316
United Asset Strategies
New York
$351K -$192K -2,276 -35%
SSWM
317
Smith Salley Wealth Management
North Carolina
$351K +$130K +1,537 +59%
LNC
318
Lincoln National Corp
Pennsylvania
$349K +$349K +4,129 New
BEAM
319
Baker Ellis Asset Management
Washington
$346K +$93K +1,100 +37%
BFA
320
Bragg Financial Advisors
North Carolina
$324K
CIA
321
Capital Investment Advisors
Georgia
$323K +$2.37K +28 +0.7%
CBB
322
Citizens Business Bank
California
$319K
CF
323
Corrigan Financial
Rhode Island
$317K +$338 +4 +0.1%
CAMG
324
CWA Asset Management Group
Florida
$307K +$7.19K +85 +2%
NFG
325
Next Financial Group
Texas
$306K -$45.9K -543 -13%

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.