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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
DWA
326
Dorsey Wright & Associates
California
$304K +$305K +3,602 New
BTIS
327
BB&T Investment Services
North Carolina
$295K +$99.7K +1,179 +50%
JIC
328
Johnson Investment Counsel
Ohio
$293K -$709K -8,385 -71%
IWM
329
IHT Wealth Management
Illinois
$292K -$81.7K -966 -22%
VNA
330
Valley National Advisers
Pennsylvania
$292K +$30K +355 +11%
NFG
331
Nations Financial Group
Iowa
$288K +$9.3K +110 +3%
CAM
332
Concorde Asset Management
Michigan
$288K +$57.1K +675 +25%
DWM
333
Destination Wealth Management
California
$283K +$12K +142 +4%
EWM
334
Evercore Wealth Management
New York
$280K
AWM
335
AllSquare Wealth Management
New York
$274K +$275K +3,250 New
N
336
Nuveen
North Carolina
$273K +$273K +3,230 New
CB
337
Community Bank
New York
$267K +$83K +982 +45%
BFPW
338
BOK Financial Private Wealth
Colorado
$265K +$29.2K +345 +12%
Neuberger Berman Group
339
Neuberger Berman Group
New York
$254K
ICM
340
IMS Capital Management
Oregon
$253K
FPF
341
FNY Partners Fund
New York
$251K +$252K +2,983 New
Koshinski Asset Management
342
Koshinski Asset Management
Illinois
$250K -$11.8K -140 -5%
CG
343
Colony Group
Massachusetts
$249K +$250K +2,952 New
SRSA
344
S.R. Schill & Associates
Washington
$243K
RFS
345
Rockefeller Financial Services
New York
$240K
ECM
346
Exchange Capital Management
Michigan
$236K -$2.3M -27,154 -91%
HPWM
347
Highland Private Wealth Management
Washington
$233K +$234K +2,764 New
DBIA
348
Dumont & Blake Investment Advisors
New Jersey
$231K
AIS
349
Accurate Investment Solutions
Pennsylvania
$230K -$96.5K -1,141 -30%
FC
350
Forte Capital
New York
$229K -$3.38K -40 -1%

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.