We are live on ! Find out more
SHY icon

iShares 1-3 Year Treasury Bond ETF

764 hedge funds and large institutions have $10.7B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 246 increasing their positions, 275 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 53

13% more funds holding in top 10

Funds holding in top 10: 7079 (+9)

11% more funds holding

Funds holding: 686764 (+78)

0.06% less ownership

Funds ownership: 60.65%60.6% (-0.06%)

0% less capital invested

Capital invested by funds: $10.8B → $10.7B (-$49.1M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 275

93% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $547M

Holders
764
Holders Change
+78
Holders Change %
+11.37%
% of All Funds
15.05%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.56%
New
140
Increased
246
Reduced
275
Closed
53
Calls
$36.6M
Puts
$547M
Net Calls
-$511M
Net Calls Change
-$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
451
Rovin Capital
Arizona
$614K +$614K +7,252 New
TVWM
452
Tower View Wealth Management
Wisconsin
$612K -$11.8K -139 -2%
AIM
453
Acropolis Investment Management
Missouri
$612K +$10.4K +123 +2%
SW
454
SkyOak Wealth
Michigan
$609K +$610K +7,195 New
WT
455
Whittier Trust
California
$605K
RHBC
456
R.H. Bluestein & Co
Michigan
$600K +$601K +7,089 New
MAA
457
Matrix Asset Advisors
New York
$599K +$349K +4,117 +139%
LNC
458
Lincoln National Corp
Pennsylvania
$596K -$2.52M -29,746 -81%
SFG
459
Summit Financial Group
West Virginia
$594K -$104K -1,230 -15%
I
460
IberiaBank
Louisiana
$586K +$586K +6,921 New
HCA
461
Harbour Capital Advisors
Virginia
$578K -$33.9K -400 -6%
ACA
462
Affinity Capital Advisors
California
$578K +$578K +6,825 New
Neuberger Berman Group
463
Neuberger Berman Group
New York
$561K -$168K -1,977 -23%
SGI
464
Swan Global Investments
Colorado
$558K -$3.83M -45,240 -87%
IC
465
InterOcean Capital
Illinois
$557K +$4.07K +48 +0.7%
CCT
466
Country Club Trust
Missouri
$557K +$6.86K +81 +1%
ST
467
Spinnaker Trust
Maine
$556K -$161K -1,903 -22%
SA
468
SL Advisors
New Jersey
$550K
PP
469
PrairieView Partners
Minnesota
$549K -$39K -460 -7%
SIA
470
Strategic Investment Advisors
Michigan
$544K +$545K +6,434 New
ST
471
Smithfield Trust
Pennsylvania
$543K -$10.3K -121 -2%
TM
472
Tiger Management
New York
$542K
EP
473
EPIQ Partners
Minnesota
$541K +$542K +6,395 New
Carson Wealth (CWM LLC)
474
Carson Wealth (CWM LLC)
Nebraska
$540K
UB
475
UMB Bank
Missouri
$535K -$146K -1,720 -21%

SHY Hedge Fund Activity: Q4 2019 in Review

764 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2019, worth a combined $10.7B — down 0.45% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SHY positions and 53 closed out — a net gain of 87 holders — while 246 added to existing stakes and 275 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $108M. The largest seller was BlackRock, cutting an estimated $82.6M.

  • 764 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2019, up from 686 in Q3 2019.
  • Funds reported $10.7B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2019, down 0.45% quarter-over-quarter.
  • 140 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2019 and 53 closed out, a net change of +87 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2019 was Matson Money Inc, an estimated $108M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2019 was BlackRock, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2019.