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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
CISOA
326
Capital Investment Services of America
Wisconsin
$1.38M
PA
327
Pinnacle Associates
New York
$1.38M +$137K +1,613 +11%
HPC
328
HM Payson & Co
Maine
$1.37M -$12.9K -152 -0.9%
HT
329
HAP Trading
New York
$1.36M +$1.36M +16,100 New
PAS
330
Partnervest Advisory Services
California
$1.36M +$288K +3,400 +27%
PFS
331
Prospera Financial Services
Texas
$1.36M +$17.7K +209 +1%
CIBC Private Wealth Group
332
CIBC Private Wealth Group
Georgia
$1.35M
NAM
333
NTV Asset Management
West Virginia
$1.32M -$72K -850 -5%
VCM
334
Virtue Capital Management
Tennessee
$1.31M -$58.9K -695 -4%
LWPC
335
Legacy Wealth Partners (California)
California
$1.3M +$1.3M +15,381 New
MCG
336
McCollum Christoferson Group
New York
$1.29M -$6.35K -75 -0.5%
FWIA
337
Fort Washington Investment Advisors
Ohio
$1.29M -$102K -1,200 -7%
CG
338
Colony Group
Massachusetts
$1.28M +$2.03K +24 +0.2%
SFG
339
SNS Financial Group
Minnesota
$1.28M -$30.9K -365 -2%
UC
340
Unio Capital
New Jersey
$1.25M +$53.1K +627 +4%
SPIA
341
Steward Partners Investment Advisory
New York
$1.25M +$290K +3,421 +30%
AAS
342
Avantax Advisory Services
Texas
$1.25M +$558K +6,585 +80%
GVAG
343
Great Valley Advisor Group
Delaware
$1.24M -$13K -154 -1%
OIA
344
OneDigital Investment Advisors
Kansas
$1.24M +$42.6K +503 +4%
VHAM
345
Van Hulzen Asset Management
California
$1.24M +$751K +8,864 +155%
BOTW
346
Bank of the West
California
$1.23M +$721K +8,508 +141%
DWM
347
Dakota Wealth Management
Florida
$1.2M +$279K +3,295 +30%
IWM
348
IHT Wealth Management
Illinois
$1.19M +$231K +2,726 +24%
IFA
349
Interactive Financial Advisors
Illinois
$1.18M -$22.2K -262 -2%
EAM
350
Eagle Asset Management
Florida
$1.18M +$307K +3,626 +35%

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.