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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
IAA
451
Independent Advisor Alliance
North Carolina
– -$350K -4,144 Closed
NI
452
Numeric Investors
Massachusetts
– -$338K -4,000 Closed
ACS
453
Archford Capital Strategies
Illinois
– -$301K -3,562 Closed
AWM
454
AllSquare Wealth Management
New York
– -$275K -3,250 Closed
WSFS
455
Wilmington Savings Fund Society
Delaware
– -$243K -2,873 Closed
FWM
456
FFT Wealth Management
Pennsylvania
– -$225K -2,657 Closed
BWM
457
BerganKDV Wealth Management
Minnesota
– -$208K -2,462 Closed
WCM
458
Weatherstone Capital Management
Colorado
– -$203K -2,407 Closed
LNC
459
Lincoln National Corp
Pennsylvania
– -$200K -2,369 Closed
SP
460
Symmetry Partners
Connecticut
– -$163K -1,928 Closed
AIP
461
Almanack Investment Partners
Pennsylvania
– -$143K -1,689 Closed
HPWM
462
Highland Private Wealth Management
Washington
– -$58K -688 Closed
CCM
463
Cohen Capital Management
California
– -$34K -400 Closed
MCM
464
McRae Capital Management
New Jersey
– -$13K -150 Closed
MWM
465
Mascoma Wealth Management
New Hampshire
– -$11K -128 Closed
BAM
466
Brave Asset Management
New Jersey
– -$9K -102 Closed
GI
467
Gradient Investments
Minnesota
– -$7.02K -83 -94%
MPWT
468
MassMutual Private Wealth & Trust
Connecticut
– -$4.65K -55 Closed
TWA
469
TCI Wealth Advisors
Arizona
– -$4K -52 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.