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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
BAM
476
Bruderman Asset Management
New York
$535K +$116K +1,366 +28%
BHWM
477
Bar Harbor Wealth Management
New Hampshire
$533K -$42K -496 -7%
APWM
478
Atlas Private Wealth Management
New York
$530K +$531K +6,262 New
PFA
479
Pettinga Financial Advisors
Indiana
$524K -$47.5K -561 -8%
WW
480
Westshore Wealth
California
$523K +$523K +6,175 New
HF
481
HRT Financial
New York
$520K -$26.2K -309 -5%
GWM
482
Geneos Wealth Management
Colorado
$520K +$144K +1,699 +38%
GT
483
Greenleaf Trust
Michigan
$507K
AWMS
484
Advocacy Wealth Management Services
Georgia
$506K -$5.82M -68,689 -92%
FI
485
FormulaFolio Investments
Michigan
$493K +$67.1K +792 +16%
NAM
486
North American Management
Massachusetts
$492K -$3.05K -36 -0.6%
GT
487
Glenview Trust
Kentucky
$485K
FHA
488
Flagship Harbor Advisors
Massachusetts
$483K +$417K +4,917 +624%
MIC
489
Meridian Investment Counsel
California
$480K
AF
490
Apexium Financial
Texas
$480K +$480K +5,666 New
SBSB
491
Sullivan, Bruyette, Speros & Blaney
Virginia
$479K -$50K -590 -9%
SIM
492
SSI Investment Management
California
$475K -$6.07M -71,599 -93%
FA
493
FCG Advisors
New Jersey
$475K +$86K +1,015 +22%
MBTD
494
Mechanics Bank - Trust Department
California
$469K -$84.7K -1,000 -15%
RG
495
Retirement Group
California
$467K +$467K +5,513 New
IF
496
Ironwood Financial
Arizona
$465K -$190K -2,244 -29%
HR
497
Howe & Rusling
New York
$461K -$7.79K -92 -2%
FBC
498
Fairfield, Bush & Co
Connecticut
$461K
BCA
499
Bay Colony Advisors
Massachusetts
$461K +$34.5K +407 +8%
SAMC
500
Spectrum Asset Management (California)
California
$456K -$56.3K -665 -11%

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.