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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
LWM
426
Lenox Wealth Management
Ohio
$19K
OIA
427
OneDigital Investment Advisors
Kansas
$18K +$507 +6 +3%
LCM
428
Liberty Capital Management
Michigan
$17K -$1.52K -18 -8%
AOWM
429
Alpha Omega Wealth Management
Virginia
$14K
GI
430
GS Investments
Minnesota
$12.2K
RPG
431
Risk Paradigm Group
Texas
$11.8K
HR
432
Howe & Rusling
New York
$11K
CIR
433
Clear Investment Research
Georgia
$10K -$8.62K -102 -45%
FCT
434
Family Capital Trust
Massachusetts
$8K +$1.95K +23 +31%
CS
435
Credential Securities
$6.75K +$6.76K +80 New
BWA
436
BDO Wealth Advisors
Florida
$6K -$3.81K -45 -38%
RFM
437
Royal Fund Management
Florida
$6K +$507 +6 +8%
TCM
438
Tradewinds Capital Management
Washington
$5K
NSB
439
Norway Savings Bank
Maine
$4K
PFGIA
440
Patriot Financial Group Insurance Agency
Massachusetts
$4K
LC
441
Landaas & Company
Wisconsin
$4K +$3.55K +42 New
SJIM
442
St. Johns Investment Management
Florida
$3K
LF
443
Lee Financial
Texas
$3K +$3.38K +40 New
FMA
444
FNY Managed Accounts
New York
$2K +$2.03K +24 New
ACM
445
Aviance Capital Management
Florida
$1K +$1.01K +12 New
VIM
446
VCU Investment Management
Virginia
-$81.3M -962,167 Closed
BI
447
Bramshill Investments
Florida
-$31.5M -372,530 Closed
Susquehanna International Group
448
Susquehanna International Group
Pennsylvania
-$9.93M -117,398 Closed
CIM
449
Cetera Investment Management
California
-$4.68M -55,437 Closed
TCM
450
Tuttle Capital Management
Connecticut
-$4.21M -49,786 Closed

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.