We are live on ! Find out more
SHY icon

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
BS
526
Boenning & Scattergood
Pennsylvania
$385K +$385K +4,544 New
CI
527
Cordant Inc
Oregon
$385K +$385K +4,544 New
S
528
SimplyRich
California
$379K -$104K -1,226 -21%
SWRP
529
Summit Wealth & Retirement Planning
California
$379K +$67.4K +796 +22%
SSWM
530
Smith Salley Wealth Management
North Carolina
$377K -$847 -10 -0.2%
WDL
531
Well Done LLC
Michigan
$373K -$20.8K -246 -5%
PWM
532
Perigon Wealth Management
California
$373K +$24.6K +290 +7%
NWM
533
Northwest Wealth Management
Iowa
$372K -$122K -1,436 -25%
SIM
534
Sadoff Investment Management
Wisconsin
$368K
BPA
535
Beacon Pointe Advisors
California
$368K +$369K +4,352 New
SFS
536
Sowell Financial Services
Arkansas
$364K -$225K -2,660 -38%
ECM
537
Exchange Capital Management
Michigan
$364K +$134K +1,579 +58%
S
538
SignatureFD
Georgia
$359K -$14.9K -176 -4%
CSPIA
539
Cary Street Partners Investment Advisory
Virginia
$359K +$359K +4,240 New
BBNA
540
Bremer Bank National Association
Minnesota
$356K
SP
541
Symmetry Partners
Connecticut
$356K
AIS
542
Accurate Investment Solutions
Pennsylvania
$355K +$254K +3,000 +250%
AIA
543
Avalon Investment & Advisory
Texas
$355K +$356K +4,200 New
TWP
544
Tempus Wealth Planning
California
$350K +$350K +4,133 New
Lido Advisors
545
Lido Advisors
California
$349K -$744K -8,777 -68%
SRSA
546
S.R. Schill & Associates
Washington
$348K -$6.18K -73 -2%
SS
547
Sunbelt Securities
Texas
$346K +$47.7K +563 +14%
CCM
548
Canal Capital Management
Virginia
$338K +$339K +3,999 New
JFA
549
JNBA Financial Advisors
Minnesota
$336K -$150K -1,773 -31%
SG
550
StoneX Group
New York
$335K -$165K -1,950 -33%

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.