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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
GC
351
Grimes & Company
Massachusetts
$226K -$10.9K -129 -5%
KFA
352
Kelleher Financial Advisors
New York
$223K
BOS
353
Bingham Osborn & Scarborough
California
$216K
CFD
354
Creative Financial Designs
Indiana
$216K +$32.4K +383 +18%
CC
355
Capital Counsel
New York
$213K
CCM
356
Chilton Capital Management
Texas
$211K
CWM
357
Cornerstone Wealth Management
Missouri
$209K +$7.27K +86 +4%
CAG
358
Csenge Advisory Group
Florida
$208K +$209K +2,468 New
GFPC
359
Global Financial Private Capital
Florida
$206K +$206K +2,435 New
AIA
360
Allegis Investment Advisors
Idaho
$205K +$205K +2,428 New
CIA
361
Choate Investment Advisors
Massachusetts
$205K -$10.1K -119 -5%
LC
362
Lincoln Capital
Nebraska
$204K
SIC
363
Shoker Investment Counsel
Ohio
$202K +$85 +1 +0%
SI
364
Sprott Inc
Ontario, Canada
$202K +$202K +2,394 New
T
365
Thomaspartners
Massachusetts
$201K -$19K -225 -9%
BMCM
366
Bryn Mawr Capital Management
Pennsylvania
$201K +$201K +2,380 New
HT
367
Heritage Trust
Oklahoma
$197K
FCMT
368
Founders Capital Management (Texas)
Texas
$194K
CTC
369
Central Trust Company
Missouri
$190K
MIFH
370
Migdal Insurance & Financial Holdings
Israel
$188K +$188K +2,225 New
AFNAS
371
American Financial Network Advisory Services
California
$178K +$179K +2,112 New
WB
372
Webster Bank
Connecticut
$173K -$15K -178 -8%
CCM
373
Cribstone Capital Management
Maine
$170K +$8.88K +105 +5%
MAM
374
Meeder Asset Management
Ohio
$169K +$84.5K +999 +99%
CHP
375
Cable Hill Partners
Oregon
$159K -$111K -1,316 -41%

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.