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iShares 1-3 Year Treasury Bond ETF

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: 432434 (+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: 3531 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SB
26
Suntrust Banks
Georgia
$32M -$2.33M -27,529 -7%
JP Morgan Chase
27
JP Morgan Chase
New York
$32M -$33.9K -401 -0.1%
LPL Financial
28
LPL Financial
California
$31.7M -$1.24M -14,629 -4%
BI
29
Bramshill Investments
Florida
$31.5M +$31.5M +372,530 New
DF
30
Donoghue Forlines
Massachusetts
$30.8M +$30.8M +363,970 New
EWM
31
Empirical Wealth Management
Washington
$30.2M -$456K -5,397 -1%
RBA
32
Richard Bernstein Advisors
New York
$29.1M +$7.72M +91,370 +36%
CA
33
Commerzbank Aktiengesellschaft
Germany
$28.1M +$27.7M +327,200 +5,843%
Goldman Sachs
34
Goldman Sachs
New York
$27.1M -$20.1M -237,423 -43%
MLM
35
Mount Lucas Management
Pennsylvania
$26.8M -$8.7M -102,918 -25%
JIR
36
James Investment Research
Ohio
$25.3M -$1.88M -22,226 -7%
GW
37
GW & Wade
Massachusetts
$25.2M +$637K +7,539 +3%
KeyBank National Association
38
KeyBank National Association
Ohio
$25.1M -$1.21M -14,366 -5%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$24.8M -$1.83M -21,687 -7%
SF
40
Synovus Financial
Georgia
$20.6M -$1.93M -22,787 -9%
ZIM
41
Zacks Investment Management
Illinois
$19.1M +$965K +11,419 +5%
Fisher Asset Management
42
Fisher Asset Management
Washington
$19.1M +$628K +7,431 +3%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$18.8M -$8.35M -98,729 -31%
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$17.9M +$218K +2,577 +1%
IFS
45
Ifrah Financial Services
Arkansas
$17.6M +$309K +3,653 +2%
DRS
46
Deane Retirement Strategies
Louisiana
$17.5M -$6.38M -75,501 -27%
TCM
47
Twele Capital Management
Minnesota
$16.6M +$575K +6,800 +4%
IA
48
IndexIQ Advisors
New York
$16.5M -$32M -378,348 -66%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$15.9M +$710K +8,400 +5%
RJA
50
Raymond James & Associates
Florida
$15.5M +$2.55M +30,135 +20%

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.