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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
EA
26
Efficient Advisors
Ohio
$32.5M -$385K -4,555 -1%
SB
27
Suntrust Banks
Georgia
$31.3M -$723K -8,555 -2%
UCFA
28
United Capital Financial Advisors
Texas
$30.5M -$2.84M -33,614 -9%
EWM
29
Empirical Wealth Management
Washington
$30.3M +$147K +1,738 +0.5%
RBA
30
Richard Bernstein Advisors
New York
$29.9M +$828K +9,795 +3%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$29M +$4.19M +49,607 +17%
Goldman Sachs
32
Goldman Sachs
New York
$27.7M +$565K +6,688 +2%
KeyBank National Association
33
KeyBank National Association
Ohio
$24.6M -$484K -5,729 -2%
GW
34
GW & Wade
Massachusetts
$24.3M -$899K -10,635 -4%
DF
35
Donoghue Forlines
Massachusetts
$23M -$7.75M -91,692 -25%
Manulife (Manufacturers Life Insurance)
36
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.6M +$17.9M +212,037 +383%
SF
37
Synovus Financial
Georgia
$21.7M +$1.13M +13,373 +5%
TCM
38
Twele Capital Management
Minnesota
$20.9M +$4.39M +51,921 +26%
JIR
39
James Investment Research
Ohio
$20.4M -$4.91M -58,077 -19%
ZIM
40
Zacks Investment Management
Illinois
$19.5M +$386K +4,561 +2%
Fisher Asset Management
41
Fisher Asset Management
Washington
$19.3M +$193K +2,278 +1%
MLM
42
Mount Lucas Management
Pennsylvania
$18.8M -$7.98M -94,362 -30%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$18.2M +$352K +4,164 +2%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$18M -$757K -8,959 -4%
IFS
45
Ifrah Financial Services
Arkansas
$17.7M +$130K +1,539 +0.7%
BCI
46
Brinker Capital Investments
Pennsylvania
$16.8M +$4.14M +49,013 +33%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$16.8M +$885K +10,467 +6%
RJA
48
Raymond James & Associates
Florida
$14.9M -$549K -6,495 -4%
CPO
49
Cerity Partners OCIO
New York
$14.6M +$3.53M +41,733 +32%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$14.1M +$171K +2,022 +1%

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.