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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
AAMA
301
Advanced Asset Management Advisors
Ohio
$1.81M +$7.37K +87 +0.4%
TFF
302
The Family Firm
Maryland
$1.8M +$3.3K +39 +0.2%
BFM
303
Boston Financial Management
Massachusetts
$1.79M -$5.76K -68 -0.3%
BWM
304
BerganKDV Wealth Management
Minnesota
$1.79M +$364K +4,298 +26%
JIP
305
Jaffetilchin Investment Partners
Florida
$1.77M +$882K +10,406 +99%
AWM
306
Avior Wealth Management
Nebraska
$1.76M -$28.2K -333 -2%
DBT
307
Dubuque Bank & Trust
Iowa
$1.73M +$1.74M +20,480 New
HCM
308
Hudson Capital Management
New Jersey
$1.72M +$1.21M +14,288 +236%
BS
309
Banco Santander
Spain
$1.71M -$4.38M -51,712 -72%
FMW
310
Farr Miller & Washington
District of Columbia
$1.68M +$20K +236 +1%
NFG
311
Next Financial Group
Texas
$1.66M -$806K -9,511 -33%
BRWM
312
B. Riley Wealth Management
Tennessee
$1.6M +$243K +2,863 +18%
GEA
313
Glen Eagle Advisors
New Jersey
$1.6M +$518K +6,113 +48%
Creative Planning
314
Creative Planning
Kansas
$1.59M -$138K -1,629 -8%
Wealth Enhancement Advisory Services
315
Wealth Enhancement Advisory Services
Minnesota
$1.57M +$447K +5,273 +40%
SYBT
316
Stock Yards Bank & Trust
Kentucky
$1.56M -$200K -2,365 -11%
WS
317
Wedbush Securities
California
$1.56M +$80K +944 +5%
NP
318
NorthRock Partners
Minnesota
$1.52M -$2.44M -28,826 -62%
CS
319
Comerica Securities
Michigan
$1.5M -$3.13K -37 -0.2%
BAC
320
Boys Arnold & Co
North Carolina
$1.49M +$417K +4,916 +39%
GIM
321
Goelzer Investment Management
Indiana
$1.46M -$271K -3,193 -16%
SC
322
Solstein Capital
California
$1.46M +$1.09M +12,856 +294%
MCM
323
Monument Capital Management
Virginia
$1.43M +$158K +1,860 +12%
BAM
324
Brave Asset Management
New Jersey
$1.41M +$110K +1,299 +8%
SFA
325
Semmax Financial Advisors
North Carolina
$1.4M -$1.1M -12,996 -44%

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.