iShares 1-3 Year Treasury Bond ETF
335 hedge funds and large institutions have $3.6B invested in iShares 1-3 Year Treasury Bond ETF in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 110 increasing their positions, 137 reducing their positions, and 34 closing their positions.
3% less capital invested
Capital invested by funds: $3.72B → $3.6B (-$121M)
2% less ownership
Funds ownership: 46.02% → 44.02% (-2%)
2% less funds holding
Funds holding: 342 → 335 (-7)
4% less funds holding in top 10
Funds holding in top 10: 25 → 24 (-1)
15% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 34
20% less repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$43.2M |
| 2 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$38.6M |
| 3 |
IA
IndexIQ Advisors
New York
|
+$31.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$30M |
| 5 |
SAS
Sage Advisory Services
Austin,
Texas
|
+$23.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$113M |
| 2 |
CC
Curian Capital
Denver,
Colorado
|
-$110M |
| 3 |
Morgan Stanley
New York
|
-$57.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$28.8M |
| 5 |
HI
Hudock Inc
Williamsport,
Pennsylvania
|
-$26.7M |
SHY Hedge Fund Activity: Q2 2014 in Review
335 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2014, worth a combined $3.6B — down 3.2% from $3.72B a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of SHY and 29 opened new positions — a net loss of 5 holders — while 137 trimmed existing stakes and 110 added.
The largest buyer was UBS, adding an estimated $43.2M. The largest seller was Wells Fargo, cutting an estimated $113M.
- 335 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2014, down from 342 in Q1 2014.
- Funds reported $3.6B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2014, down 3.2% quarter-over-quarter.
- 29 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2014 and 34 closed out, a net change of -5 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2014 was UBS, an estimated $43.2M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2014 was Wells Fargo, an estimated $113M sold.
Based on aggregated 13F filings for Q2 2014.