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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
NWS
501
Newport Wealth Strategies
California
$454K +$29.7K +350 +7%
MPPLM
502
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$453K -$5.61M -66,240 -94%
SFI
503
SPC Financial Inc
Maryland
$449K +$450K +5,311 New
SFG
504
Sowa Financial Group
Rhode Island
$448K +$449K +5,294 New
BC
505
Brio Consultants
California
$443K -$125K -1,470 -22%
EAM
506
Evanson Asset Management
California
$442K +$763 +9 +0.2%
LCH
507
Lee Capital Holdings
New York
$440K +$441K +5,201 New
WI
508
Wintrust Investments
Illinois
$439K +$440K +5,189 New
AWA
509
Arkadios Wealth Advisors
Georgia
$438K +$437K +5,160 New
W
510
WealthOne
New York
$437K +$47.6K +562 +12%
SW
511
SteelPeak Wealth
California
$430K +$431K +5,083 New
Rockefeller Capital Management
512
Rockefeller Capital Management
New York
$428K +$187K +2,208 +78%
SCP
513
Silverleafe Capital Partners
Tennessee
$427K +$427K +5,044 New
GAG
514
GM Advisory Group
New York
$423K +$169K +1,996 +66%
SP
515
Successful Portfolios
Florida
$421K
PFPT
516
Pinnacle Financial Partners (Tennessee)
Tennessee
$420K +$177K +2,089 +73%
EIP
517
Ellis Investment Partners
Pennsylvania
$413K +$279K +3,292 +206%
EWF
518
Epstein & White Financial
California
$412K -$2.07M -24,433 -83%
PA
519
Parallel Advisors
California
$407K +$60.1K +709 +17%
RCA
520
Rowland Carmichael Advisors
Arizona
$406K +$593 +7 +0.1%
HB
521
Homrich & Berg
Georgia
$401K -$113K -1,337 -22%
Franklin Resources
522
Franklin Resources
California
$401K
MM
523
Meridian Management
Arkansas
$395K
SCG
524
Sonata Capital Group
Washington
$389K
PWW
525
Pettyjohn Wood & White
Virginia
$385K +$847 +10 +0.2%

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.