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iShares 1-3 Year Treasury Bond ETF

434 hedge funds and large institutions have $5.1B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

0% more funds holding

Funds holding: 432434 (+2)

3% less capital invested

Capital invested by funds: $5.26B → $5.1B (-$161M)

9% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 170

2.53% less ownership

Funds ownership: 47.63%45.1% (-2.5%)

11% less funds holding in top 10

Funds holding in top 10: 3531 (-4)

23% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $13.2M

Holders
434
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
10.82%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.77%
New
45
Increased
155
Reduced
170
Closed
36
Calls
$10.2M
Puts
$13.2M
Net Calls
-$2.99M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
351
Shoker Investment Counsel
Ohio
$202K -$64.2K -760 -24%
HT
352
Heritage Trust
Oklahoma
$197K
BTIS
353
BB&T Investment Services
North Carolina
$197K +$123K +1,455 +164%
FCMT
354
Founders Capital Management (Texas)
Texas
$194K +$16.9K +200 +10%
CTC
355
Central Trust Company
Missouri
$191K
WB
356
Webster Bank
Connecticut
$188K
CB
357
Community Bank
New York
$184K -$465K -5,503 -72%
CFD
358
Creative Financial Designs
Indiana
$184K +$52.3K +619 +40%
VWA
359
V Wealth Advisors
Kansas
$178K +$178K +2,102 New
DSN
360
D. Scott Neal
Kentucky
$175K
IFB
361
iAB Financial Bank
Indiana
$165K +$165K +1,950 New
CCM
362
Cribstone Capital Management
Maine
$161K -$13.5K -160 -8%
FDCDDQ
363
Federation des caisses Desjardins du Quebec
Quebec, Canada
$152K +$152K +1,795 New
WAM
364
Wealthspire Advisors (Maryland)
Maryland
$143K +$16.9K +200 +13%
AIM
365
Anchor Investment Management
South Carolina
$131K
GRP
366
Global Retirement Partners
California
$129K +$11.8K +140 +10%
CWM
367
Cranbrook Wealth Management
Michigan
$122K
AIM
368
Advantage Investment Management
Iowa
$118K -$35K -414 -23%
LTI
369
Laffer Tengler Investments
Tennessee
$112K
BFEC
370
Benjamin F. Edwards & Company
Missouri
$104K +$37.8K +447 +57%
KF
371
Krilogy Financial
Missouri
$101K -$19.3K -228 -16%
BAM
372
Bruderman Asset Management
New York
$100K +$100K +1,185 New
PA
373
Parallel Advisors
California
$87K -$118K -1,394 -57%
MAM
374
Meeder Asset Management
Ohio
$85K -$36.6M -432,812 -100%
OAM
375
Oppenheimer Asset Management
New York
$79K +$2.54K +30 +3%

SHY Hedge Fund Activity: Q2 2017 in Review

434 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2017, worth a combined $5.1B — down 3.1% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SHY positions and 36 closed out — a net gain of 9 holders — while 155 added to existing stakes and 170 trimmed.

The largest buyer was Ameriprise, adding an estimated $179M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $273M.

  • 434 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2017, up from 432 in Q1 2017.
  • Funds reported $5.1B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2017, down 3.1% quarter-over-quarter.
  • 45 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2017 and 36 closed out, a net change of +9 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $179M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $273M sold.

Based on aggregated 13F filings for Q2 2017.