We are live on ! Find out more
SHY icon

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
VAG
351
VisionPoint Advisory Group
Texas
$1.16M +$486K +5,737 +72%
1WA
352
180 Wealth Advisors
Washington
$1.15M +$25.4K +300 +2%
AGA
353
Arkos Global Advisors
Texas
$1.13M
BFPW
354
BOK Financial Private Wealth
Colorado
$1.12M -$17.3K -204 -2%
Invesco
355
Invesco
Georgia
$1.12M -$66.7K -787 -6%
SAM
356
SignalPoint Asset Management
Missouri
$1.12M -$47.8K -564 -4%
PBT
357
Pictet Bank & Trust
Bahamas
$1.12M +$169K +2,000 +18%
PPW
358
Parcion Private Wealth
Washington
$1.11M +$1.11M +13,158 New
WIC
359
Whitegate Investment Counselors
New Hampshire
$1.11M +$80.9K +955 +8%
VFA
360
Values First Advisors
Tennessee
$1.11M +$1.11M +13,136 New
SLG
361
Stanley-Laman Group
Pennsylvania
$1.11M +$114K +1,348 +12%
IHL
362
Investment House LLC
California
$1.1M -$1.52M -17,915 -58%
OIA
363
Optimum Investment Advisors
Illinois
$1.08M +$356K +4,199 +49%
KC
364
Kingfisher Capital
North Carolina
$1.08M +$589K +6,955 +119%
RIA
365
Realta Investment Advisors
Delaware
$1.07M -$48K -567 -4%
IFAM
366
Institutional & Family Asset Management
Colorado
$1.06M +$14.9K +176 +1%
Bessemer Group
367
Bessemer Group
New Jersey
$1.06M -$10.2K -120 -1%
Cetera Investment Advisers
368
Cetera Investment Advisers
Illinois
$1.05M +$67.1K +792 +7%
CIA
369
Capital Investment Advisors
Georgia
$1.05M -$165K -1,950 -14%
ACM
370
Allred Capital Management
Texas
$1.05M -$85 -1 -0%
FSC
371
Full Sail Capital
Oklahoma
$1.04M
TCBWMS
372
Texas Capital Bank Wealth Management Services
Texas
$1.03M +$1.04M +12,230 New
RSWM
373
Robertson Stephens Wealth Management
California
$1.03M -$415K -4,900 -29%
RVM
374
Robinson Value Management
Texas
$1.03M +$1.03M +12,186 New
DPI
375
Diversified Portfolios Inc
Michigan
$1.03M -$35.6K -420 -3%

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.