iShares 1-3 Year Treasury Bond ETF
530 hedge funds and large institutions have $8.69B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 48 closing their positions.
11% more capital invested
Capital invested by funds: $7.84B → $8.69B (+$851M)
0.03% more ownership
Funds ownership: 58.95% → 58.98% (+0.03%)
1% less funds holding
Funds holding: 534 → 530 (-4)
2% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 48
6% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 201
16% less funds holding in top 10
Funds holding in top 10: 37 → 31 (-6)
45% less call options, than puts
Call options by funds: $105M | Put options by funds: $191M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$157M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$128M |
| 3 |
VIM
VCU Investment Management
Richmond,
Virginia
|
+$117M |
| 4 |
AssetMark Inc
Concord,
California
|
+$87.4M |
| 5 |
JP Morgan Chase
New York
|
+$82.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$145M |
| 2 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
-$72.6M |
| 3 |
ECM
Evergreen Capital Management
Bellevue,
Washington
|
-$68.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$51.6M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$36M |
SHY Hedge Fund Activity: Q3 2018 in Review
530 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2018, worth a combined $8.69B — up 11% from $7.84B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of SHY and 47 opened new positions — a net loss of 1 holder — while 201 trimmed existing stakes and 189 added.
The largest buyer was Ameriprise, adding an estimated $157M. The largest seller was State Street, cutting an estimated $145M.
- 530 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2018, down from 534 in Q2 2018.
- Funds reported $8.69B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2018, up 11% quarter-over-quarter.
- 47 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2018 and 48 closed out, a net change of -1 holder.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2018 was Ameriprise, an estimated $157M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2018 was State Street, an estimated $145M sold.
Based on aggregated 13F filings for Q3 2018.