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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
AF
401
Advisornet Financial
Minnesota
$863K +$63.2K +746 +8%
TI
402
TTP Investments
California
$851K +$165K +1,945 +24%
BIAS
403
Beacon Investment Advisory Services
New Jersey
$850K -$12.3K -145 -1%
NSCM
404
New South Capital Management
Tennessee
$849K
FFBTD
405
First Financial Bank - Trust Division
Ohio
$848K -$135K -1,590 -14%
VWM
406
Vigilare Wealth Management
Arizona
$843K +$841K +9,922 New
SAM
407
Strategy Asset Managers
California
$824K +$825K +9,733 New
DI
408
Disciplined Investments
Oklahoma
$823K +$824K +9,724 New
TC
409
TownSquare Capital
Utah
$818K -$345K -4,073 -30%
GRP
410
Global Retirement Partners
California
$809K +$370K +4,366 +84%
BF
411
BOK Financial
Oklahoma
$803K -$133K -1,567 -14%
IAA
412
Independent Advisor Alliance
North Carolina
$798K +$798K +9,424 New
AIP
413
Ameritas Investment Partners
Nebraska
$796K +$2.54K +30 +0.3%
BCP
414
Blackhawk Capital Partners
Wisconsin
$787K
CNB
415
Camden National Bank
Maine
$786K +$460K +5,427 +141%
ECM
416
ETrade Capital Management
Virginia
$779K +$18K +213 +2%
GCAC
417
Guardian Capital Advisors (Canada)
Ontario, Canada
$775K +$29.7K +350 +4%
DC
418
Derby & Company
Massachusetts
$771K +$350K +4,136 +83%
WCM
419
Washburn Capital Management
Florida
$771K +$772K +9,114 New
PAS
420
Park Avenue Securities
New York
$765K -$177K -2,086 -19%
CAG
421
Crestwood Advisors Group
Massachusetts
$765K +$86.1K +1,016 +13%
JCM
422
Jacobi Capital Management
Pennsylvania
$761K
RJT
423
Raymond James Trust
Florida
$751K +$17.1K +202 +2%
BHB
424
Bank Hapoalim BM
Israel
$747K
ANB
425
Amarillo National Bank
Texas
$745K +$678 +8 +0.1%

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.