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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
FHA
576
First Horizon Advisors
Tennessee
$286K +$106K +1,252 +59%
Principal Financial Group
577
Principal Financial Group
Iowa
$285K +$29.4K +347 +12%
ATPW
578
Ashton Thomas Private Wealth
Arizona
$284K -$108K -1,280 -28%
EW
579
Element Wealth
Mississippi
$282K +$282K +3,334 New
CBB
580
Citizens Business Bank
California
$281K
FT
581
Fiduciary Trust
Massachusetts
$278K -$193K -2,274 -41%
AWM
582
AllSquare Wealth Management
New York
$275K
AFG
583
Arkansas Financial Group
Arkansas
$273K -$18.2K -215 -6%
GA
584
Gateway Advisory
New Jersey
$273K
PFA
585
Professional Financial Advisors
Nebraska
$268K +$268K +3,162 New
F
586
F3Logic
Minnesota
$267K -$29.2K -345 -10%
PVH
587
Psagot Value Holdings
Israel
$265K +$265K +3,130 New
AF
588
Arrow Financial
New York
$264K
MIH
589
Meitav Investment House
Israel
$262K -$142K -1,672 -35%
RIA
590
Regal Investment Advisors
Michigan
$262K -$17.7K -209 -6%
CF
591
Corrigan Financial
Rhode Island
$260K -$16.4K -194 -6%
BMCM
592
Bryn Mawr Capital Management
Pennsylvania
$258K
CTA
593
Chesley Taft & Associates
Illinois
$258K +$38.1K +450 +17%
MC
594
Moors & Cabot
Massachusetts
$257K
FANJ
595
Financial Architects (New Jersey)
New Jersey
$256K +$150K +1,765 +141%
BOS
596
Bingham Osborn & Scarborough
California
$253K +$254 +3 +0.1%
IA
597
IFG Advisory
Georgia
$253K +$5.34K +63 +2%
PP
598
Palladium Partners
Virginia
$250K -$262K -3,087 -51%
ACI
599
Alpha Cubed Investments
California
$247K +$11.9K +140 +5%
SIM
600
Stratos Investment Management
Ohio
$246K +$1.52K +18 +0.6%

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.