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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
KLC
551
Knowledge Leaders Capital
Colorado
$335K +$336K +3,964 New
CG
552
Caprock Group
Idaho
$330K +$331K +3,903 New
TPA
553
Trivium Point Advisory
Connecticut
$328K +$328K +3,873 New
TIM
554
Tortoise Investment Management
New York
$325K -$212K -2,500 -39%
DRS
555
Deane Retirement Strategies
Louisiana
$324K -$1.48M -17,415 -82%
DC
556
DeDora Capital
California
$319K -$1.19K -14 -0.4%
BSB
557
Bangor Savings Bank
Maine
$317K -$6.78K -80 -2%
UR
558
USCA RIA
Texas
$316K -$11K -130 -3%
WWM
559
Western Wealth Management
Colorado
$315K -$400K -4,722 -56%
JWS
560
Juncture Wealth Strategies
Arizona
$315K
MFG
561
MidWestOne Financial Group
Iowa
$315K
DCM
562
Donaldson Capital Management
Indiana
$315K +$316K +3,727 New
LFS
563
Lutz Financial Services
Nebraska
$314K -$21.7K -256 -6%
Fidelity Investments
564
Fidelity Investments
Massachusetts
$312K -$80.2K -947 -20%
LSAG
565
Lake Street Advisors Group
New Hampshire
$310K -$38.6K -456 -11%
BFIM
566
Beese Fulmer Investment Management
Ohio
$308K
BB
567
Busey Bank
Illinois
$307K
TNB
568
TCF National Bank
South Dakota
$305K +$305K +3,601 New
BFA
569
Beaumont Financial Advisors
Massachusetts
$300K -$12.4K -146 -4%
OWP
570
Obermeyer Wealth Partners
Colorado
$299K +$299K +3,528 New
WAM
571
Weatherly Asset Management
California
$297K
FHC
572
First Heartland Consultants
Missouri
$296K +$31.8K +375 +12%
MWM
573
Modera Wealth Management
New Jersey
$287K
LP
574
LGL Partners
Pennsylvania
$287K +$1.86K +22 +0.7%
NFG
575
Nations Financial Group
Iowa
$287K +$3.13K +37 +1%

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.