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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
AIM
376
Anchor Investment Management
South Carolina
$154K +$22.8K +270 +17%
FDCDDQ
377
Federation des caisses Desjardins du Quebec
Quebec, Canada
$152K
WAM
378
Wealthspire Advisors (Maryland)
Maryland
$143K
GRP
379
Global Retirement Partners
California
$129K +$85 +1 +0.1%
WAP
380
Wealthcare Advisory Partners
Pennsylvania
$124K +$124K +1,467 New
CWM
381
Cranbrook Wealth Management
Michigan
$122K
AIM
382
Advantage Investment Management
Iowa
$118K -$85 -1 -0.1%
KF
383
Krilogy Financial
Missouri
$115K +$13.9K +165 +14%
LTI
384
Laffer Tengler Investments
Tennessee
$112K
BFEC
385
Benjamin F. Edwards & Company
Missouri
$104K
OFW
386
Omnia Family Wealth
Florida
$95K -$135K -1,600 -59%
RFWA
387
RPg Family Wealth Advisory
Massachusetts
$87.5K +$87.6K +1,036 New
PA
388
Parallel Advisors
California
$87K
DRS
389
Deane Retirement Strategies
Louisiana
$86K -$17.4M -205,699 -100%
YWP
390
YorkBridge Wealth Partners
New York
$74K
AP
391
Atwood & Palmer
Missouri
$73K
EWM
392
Endurance Wealth Management
Rhode Island
$72K
PCA
393
Peddock Capital Advisors
Massachusetts
$71K
HDIM
394
Hanson & Doremus Investment Management
Vermont
$69K
SSB
395
Sandy Spring Bank
Maryland
$68K
LYV
396
Live Your Vision
Pennsylvania
$66K -$423 -5 -0.6%
SBL
397
Sargent Bickham Lagudis
Colorado
$64K
OAM
398
Oppenheimer Asset Management
New York
$63K -$15.8K -187 -20%
OC
399
Oakworth Capital
Alabama
$59K
GEA
400
Glen Eagle Advisors
New Jersey
$58.3K

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.