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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
RCA
401
Rowland Carmichael Advisors
Arizona
$57K
GAM
402
Gemmer Asset Management
California
$53K -$14.8K -175 -22%
TDC
403
Thompson Davis & Co
Virginia
$53K
AIM
404
Arcadia Investment Management
Michigan
$51K +$8.46K +100 +20%
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$50K
WTC
406
WhitTier Trust Company
Nevada
$49K
AC
407
Alexandria Capital
Virginia
$45K +$4.06K +48 +10%
FWC
408
First Washington Corp
Washington
$42K
SA
409
SRH Advisors
Kansas
$42K
IP
410
Intellectus Partners
California
$40K -$29.8K -352 -43%
ClearBridge Investments
411
ClearBridge Investments
New York
$40K
PSC
412
Prentiss Smith & Co
Vermont
$40K +$40.2K +475 New
RA
413
Rational Advisors
New York
$36K +$21.3K +252 +148%
Simplex Trading
414
Simplex Trading
Illinois
$35K +$35.8K +423 New
VIA
415
Vantage Investment Advisors
Pennsylvania
$34K -$12.3K -145 -26%
RAM
416
Riggs Asset Management
Pennsylvania
$33K -$18.2K -215 -36%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$30K +$29.6K +350 New
BRC
418
Bell Rock Capital
Delaware
$28K
AF
419
Allworth Financial
California
$25K -$13.6K -161 -35%
LNB
420
Ledyard National Bank
$25K
TFA
421
Transamerica Financial Advisors
Florida
$24K
HI
422
Hudock Inc
Pennsylvania
$21K
Northern Trust
423
Northern Trust
Illinois
$20K -$1.13M -13,340 -36%
RFA
424
Reilly Financial Advisors
California
$20K
SFPIA
425
Stevens First Principles Investment Advisors
California
$20K

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.