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iShares 1-3 Year Treasury Bond ETF
SHY

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: 432 → 434 (+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: 35 → 31 (-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

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$179M
2
PPA
Parametric Portfolio Associates
Washington
+$49.4M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$38.3M
4
CA
Commerzbank Aktiengesellschaft
Germany
+$27.7M
5
HA
Hays Advisory
Tennessee
+$21.4M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$273M
2
FI
FormulaFolio Investments
Michigan
-$69M
3
Wells Fargo
Wells Fargo
California
-$67.1M
4
MAM
Meeder Asset Management
Ohio
-$36.6M
5
Bank of America
Bank of America
North Carolina
-$33.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
426
IHT Wealth Management
Illinois
$5.78K +$213K +2,517 +132%
TCM
427
Tradewinds Capital Management
Washington
$5K +$5.33K +63 New
NSB
428
Norway Savings Bank
Maine
$4K – – –
PFGIA
429
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4.31K +51 New
SJIM
430
St. Johns Investment Management
Florida
$3K -$5.92K -70 -70%
First Manhattan
431
First Manhattan
New York
$2K – – –
BP
432
Ballentine Partners
Massachusetts
$1K +$507 +6 New
FWC
433
First Washington Corp
Washington
$422 – – –
VIA
434
Virtus Investment Advisers
Connecticut
– -$12.1M -143,218 Closed
NA
435
Nottingham Advisors
New York
– -$7.97M -94,321 Closed
Balyasny Asset Management
436
Balyasny Asset Management
Illinois
– -$6.34M -75,000 Closed
Prudential Financial
437
Prudential Financial
New Jersey
– -$5.27M -62,300 Closed
HCM
438
Hollencrest Capital Management
California
– -$3.52M -41,600 Closed
AWM
439
Avior Wealth Management
Nebraska
– -$2.88M -34,086 Closed
CLOS
440
Compagnie Lombard Odier SCmA
Switzerland
– -$2.63M -31,150 Closed
FPS
441
Fieldpoint Private Securities
Connecticut
– -$2.43M -28,795 Closed
VKH
442
Virtu KCG Holdings
New York
– -$1.68M -19,840 Closed
HSBC Holdings
443
HSBC Holdings
United Kingdom
– -$1.16M -13,696 Closed
DWA
444
Dorsey Wright & Associates
California
– -$1.13M -13,310 Closed
TSS
445
Two Sigma Securities
New York
– -$973K -11,509 Closed
FWM
446
Frontier Wealth Management
Missouri
– -$736K -8,706 Closed
BFA
447
Beaumont Financial Advisors
Massachusetts
– -$489K -5,787 Closed
ONB
448
Old National Bancorp
Indiana
– -$465K -5,500 Closed
BC
449
Brinker Capital
Pennsylvania
– -$388K -4,587 Closed
MIAN
450
Mariner Independent Advisor Network
Kansas
– -$351K -4,154 Closed
15 16 17
18
19

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.