iShares 1-3 Year Treasury Bond ETF
523 hedge funds and large institutions have $6.15B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 166 increasing their positions, 198 reducing their positions, and 55 closing their positions.
18% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 55
10% more capital invested
Capital invested by funds: $5.59B → $6.15B (+$567M)
4.76% more ownership
Funds ownership: 48.88% → 53.64% (+4.8%)
1% more funds holding
Funds holding: 519 → 523 (+4)
14% less funds holding in top 10
Funds holding in top 10: 36 → 31 (-5)
16% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 198
100% less call options, than puts
Call options by funds: $886K | Put options by funds: $841M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$293M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
+$88.3M |
| 3 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$77.8M |
| 4 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
+$58.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$53.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$27.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$27.2M |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$24.5M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$18.7M |
| 5 |
Morgan Stanley
New York
|
-$18.4M |
SHY Hedge Fund Activity: Q1 2018 in Review
523 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2018, worth a combined $6.15B — up 10% from $5.59B a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new SHY positions and 55 closed out — a net gain of 10 holders — while 166 added to existing stakes and 198 trimmed.
The largest buyer was Bank of America, adding an estimated $293M. The largest seller was UBS Group, cutting an estimated $27.5M.
- 523 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2018, up from 519 in Q4 2017.
- Funds reported $6.15B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2018, up 10% quarter-over-quarter.
- 65 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2018 and 55 closed out, a net change of +10 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2018 was Bank of America, an estimated $293M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2018 was UBS Group, an estimated $27.5M sold.
Based on aggregated 13F filings for Q1 2018.