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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
WI
451
Wintrust Investments
Illinois
-$2.19M -25,870 Closed
EF
452
Empirical Finance
Pennsylvania
-$1.92M -22,747 Closed
CAAS
453
Capital Asset Advisory Services
Michigan
-$1.75M -20,685 Closed
PCM
454
Peak Capital Management
Colorado
-$1.36M -16,050 Closed
SCA
455
Sage Capital Advisors
South Dakota
-$871K -10,307 Closed
BO
456
Bank OZK
Arkansas
-$615K -7,279 Closed
CC
457
Courier Capital
New York
-$454K -5,373 Closed
SG
458
StoneX Group
New York
-$237K -2,810 Closed
IH
459
IFC Holdings
Florida
-$234K -2,756 Closed
FTS
460
Fifth Third Securities
Ohio
-$215K -2,545 Closed
VWA
461
V Wealth Advisors
Kansas
-$178K -2,102 Closed
DSN
462
D. Scott Neal
Kentucky
-$175K -2,070 Closed
BAM
463
Bruderman Asset Management
New York
-$100K -1,185 Closed
VC
464
Vestor Capital
Illinois
-$46K -549 Closed
CAL
465
Capital Analysts LLC
Pennsylvania
-$45.7K -541 Closed
RCG
466
Ruggie Capital Group
Florida
-$36K -428 Closed
PFBT
467
Parkside Financial Bank & Trust
Missouri
-$26K -313 Closed
WEC
468
Winslow Evans & Crocker
Massachusetts
-$15.5K -184 Closed
SAM
469
Shamrock Asset Management
Texas
-$12K -147 Closed
First Manhattan
470
First Manhattan
New York
-$2K -25 Closed
BP
471
Ballentine Partners
Massachusetts
-$1K -6 Closed
MFT
472
Moisand Fitzgerald Tamayo
Florida
+$254 +3 New

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.