iShares 1-3 Year Treasury Bond ETF
432 hedge funds and large institutions have $5.61B invested in iShares 1-3 Year Treasury Bond ETF in 2016 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 150 increasing their positions, 141 reducing their positions, and 44 closing their positions.
52% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 44
9% more funds holding in top 10
Funds holding in top 10: 34 → 37 (+3)
3% more funds holding
Funds holding: 418 → 432 (+14)
6% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 141
5% less capital invested
Capital invested by funds: $5.89B → $5.61B (-$281M)
4.34% less ownership
Funds ownership: 55.71% → 51.37% (-4.3%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $296K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
+$157M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$73.9M |
| 3 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$65M |
| 4 |
IA
IndexIQ Advisors
New York
|
+$59.6M |
| 5 |
JFA
JNBA Financial Advisors
Bloomington,
Minnesota
|
+$51.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$404M |
| 2 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$302M |
| 3 |
CC
Capital Counsel
New York
|
-$125M |
| 4 |
GB
Gunma Bank
Gunma,
Japan
|
-$68.6M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$53.3M |
SHY Hedge Fund Activity: Q4 2016 in Review
432 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2016, worth a combined $5.61B — down 4.8% from $5.89B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SHY positions and 44 closed out — a net gain of 23 holders — while 150 added to existing stakes and 141 trimmed.
The largest buyer was FormulaFolio Investments, adding an estimated $157M. The largest seller was Royal Bank of Canada, cutting an estimated $404M.
- 432 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2016, up from 418 in Q3 2016.
- Funds reported $5.61B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2016, down 4.8% quarter-over-quarter.
- 67 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2016 and 44 closed out, a net change of +23 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2016 was FormulaFolio Investments, an estimated $157M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2016 was Royal Bank of Canada, an estimated $404M sold.
Based on aggregated 13F filings for Q4 2016.