iShares 1-3 Year Treasury Bond ETF
676 hedge funds and large institutions have $14.6B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 214 increasing their positions, 264 reducing their positions, and 69 closing their positions.
342% more call options, than puts
Call options by funds: $33.9M | Put options by funds: $7.66M
41% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 69
3% more funds holding
Funds holding: 657 → 676 (+19)
3% less capital invested
Capital invested by funds: $15.1B → $14.6B (-$460M)
2.1% less ownership
Funds ownership: 73.03% → 70.93% (-2.1%)
17% less funds holding in top 10
Funds holding in top 10: 86 → 71 (-15)
19% less repeat investments, than reductions
Existing positions increased: 214 | Existing positions reduced: 264
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.64B |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$224M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
+$109M |
| 4 |
3AM
3EDGE Asset Management
Naples,
Florida
|
+$91.4M |
| 5 |
Morgan Stanley
New York
|
+$70.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$413M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$410M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$386M |
| 4 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$262M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$246M |
SHY Hedge Fund Activity: Q1 2019 in Review
676 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2019, worth a combined $14.6B — down 3% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new SHY positions and 69 closed out — a net gain of 28 holders — while 214 added to existing stakes and 264 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.64B. The largest seller was Envestnet Asset Management, cutting an estimated $413M.
- 676 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2019, up from 657 in Q4 2018.
- Funds reported $14.6B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2019, down 3% quarter-over-quarter.
- 97 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2019 and 69 closed out, a net change of +28 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2019 was JP Morgan Chase, an estimated $1.64B added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2019 was Envestnet Asset Management, an estimated $413M sold.
Based on aggregated 13F filings for Q1 2019.