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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
SIC
376
Samalin Investment Counsel
New York
$1.02M +$1.03M +12,121 New
PCS
377
Personal CFO Solutions
New Jersey
$1.02M -$95.2K -1,124 -9%
FAM
378
Foothills Asset Management
Arizona
$1M -$22.8K -269 -2%
ATFA
379
All Terrain Financial Advisors
Minnesota
$997K -$3.39K -40 -0.3%
CFG
380
Citizens Financial Group
Rhode Island
$990K -$118K -1,391 -11%
MAM
381
Meeder Asset Management
Ohio
$971K -$263K -3,100 -21%
TFS
382
TrustCore Financial Services
Tennessee
$966K -$2.2K -26 -0.2%
MPWT
383
MassMutual Private Wealth & Trust
Connecticut
$962K +$6.1K +72 +0.6%
1832 Asset Management
384
1832 Asset Management
Ontario, Canada
$953K -$3.48M -41,034 -79%
PC
385
Permanens Capital
New York
$952K +$39.5K +466 +4%
CWA
386
Clarus Wealth Advisors
Arizona
$951K -$22.2K -262 -2%
RT
387
Rockland Trust
Massachusetts
$947K +$569K +6,717 +150%
WA
388
Winfield Associates
Ohio
$943K
BPC
389
Banque Pictet & Cie
Switzerland
$927K -$443K -5,230 -32%
PCIG
390
Partners Capital Investment Group
Massachusetts
$926K +$927K +10,947 New
BSAM
391
Blue Sky Asset Management
Colorado
$915K +$916K +10,809 New
OLA
392
Oliver Luxxe Assets
New Jersey
$914K +$145K +1,706 +19%
SBWM
393
Sunflower Bank Wealth Management
Arizona
$907K -$470K -5,549 -34%
CAG
394
Csenge Advisory Group
Florida
$907K +$2.71K +32 +0.3%
GG
395
Gofen & Glossberg
Illinois
$905K -$19.1K -225 -2%
GCM
396
Gibraltar Capital Management
Oklahoma
$892K +$254 +3 +0%
B
397
Bellecapital
Switzerland
$891K +$381K +4,500 +75%
CM
398
Cornerstone Management
Georgia
$882K +$136K +1,607 +18%
GPA
399
Garrison Point Advisors
California
$875K +$89.8K +1,060 +11%
MHS
400
M Holdings Securities
Oregon
$873K +$874K +10,315 New

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.