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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
Thrivent Financial for Lutherans
401
Thrivent Financial for Lutherans
Minnesota
$36K -$110K -1,300 -75%
RCG
402
Ruggie Capital Group
Florida
$36K +$36.2K +428 New
WA
403
WFG Advisors
Texas
$33K -$15.6K -185 -32%
Northern Trust
404
Northern Trust
Illinois
$31K +$746K +8,825 +31%
BRC
405
Bell Rock Capital
Delaware
$28K +$85 +1 +0.3%
PFBT
406
Parkside Financial Bank & Trust
Missouri
$26K
LNB
407
Ledyard National Bank
$25K
TFA
408
Transamerica Financial Advisors
Florida
$24K
HI
409
Hudock Inc
Pennsylvania
$21K -$41.1K -486 -65%
SFPIA
410
Stevens First Principles Investment Advisors
California
$20K -$423 -5 -2%
RFA
411
Reilly Financial Advisors
California
$20K +$338 +4 +2%
LWM
412
Lenox Wealth Management
Ohio
$20K +$20K +236 New
LCM
413
Liberty Capital Management
Michigan
$19K
CIR
414
Clear Investment Research
Georgia
$19K +$423 +5 +2%
OIA
415
OneDigital Investment Advisors
Kansas
$17K +$17.2K +203 New
WEC
416
Winslow Evans & Crocker
Massachusetts
$15.5K
AOWM
417
Alpha Omega Wealth Management
Virginia
$14K
RA
418
Rational Advisors
New York
$14K +$4.73K +56 +49%
GI
419
GS Investments
Minnesota
$12.3K +$12.3K +145 New
SAM
420
Shamrock Asset Management
Texas
$12K
RPG
421
Risk Paradigm Group
Texas
$11.8K
HR
422
Howe & Rusling
New York
$11K
BWA
423
BDO Wealth Advisors
Florida
$10K +$10.1K +120 New
RFM
424
Royal Fund Management
Florida
$6K -$9.47K -112 -60%
FCT
425
Family Capital Trust
Massachusetts
$6K -$1.86K -22 -23%

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.