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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
YWP
376
YorkBridge Wealth Partners
New York
$74K
AP
377
Atwood & Palmer
Missouri
$73K
EWM
378
Endurance Wealth Management
Rhode Island
$72K -$169K -2,000 -70%
PCA
379
Peddock Capital Advisors
Massachusetts
$71K -$57.3K -678 -45%
IP
380
Intellectus Partners
California
$70K +$69.7K +824 New
HDIM
381
Hanson & Doremus Investment Management
Vermont
$69K
GAM
382
Gemmer Asset Management
California
$68K -$21.1K -250 -24%
SSB
383
Sandy Spring Bank
Maryland
$68K
LYV
384
Live Your Vision
Pennsylvania
$67K -$13.6K -161 -17%
SBL
385
Sargent Bickham Lagudis
Colorado
$64K +$1.94K +23 +3%
OC
386
Oakworth Capital
Alabama
$59K
GEA
387
Glen Eagle Advisors
New Jersey
$58.3K
RCA
388
Rowland Carmichael Advisors
Arizona
$57K -$11.7K -138 -17%
TDC
389
Thompson Davis & Co
Virginia
$53K
RAM
390
Riggs Asset Management
Pennsylvania
$51K +$5.41K +64 +12%
FMII
391
Farmers & Merchants Investments Inc
Nebraska
$50K
WTC
392
WhitTier Trust Company
Nevada
$49K
VIA
393
Vantage Investment Advisors
Pennsylvania
$47K -$27.1K -321 -37%
VC
394
Vestor Capital
Illinois
$46K +$46.4K +549 New
CAL
395
Capital Analysts LLC
Pennsylvania
$45.7K +$45.7K +541 New
SA
396
SRH Advisors
Kansas
$42K
AIM
397
Arcadia Investment Management
Michigan
$42K +$42.3K +500 New
AC
398
Alexandria Capital
Virginia
$41K -$2.79K -33 -6%
ClearBridge Investments
399
ClearBridge Investments
New York
$40K
AF
400
Allworth Financial
California
$38K -$2.03K -24 -5%

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.