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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
RWB
601
RMR Wealth Builders
New Jersey
$245K +$246K +2,900 New
CC
602
Cedar Capital
Illinois
$244K +$244K +2,879 New
EH
603
Equitable Holdings
New York
$243K +$244K +2,876 New
MW
604
Marcum Wealth
Ohio
$242K +$242K +2,858 New
JHCP
605
Jackson Hole Capital Partners
Oklahoma
$240K
KF
606
Krilogy Financial
Missouri
$237K -$7.46K -88 -3%
CCM
607
Colorado Capital Management
Colorado
$236K
BA
608
Ballast Advisors
Minnesota
$235K +$235K +2,773 New
LWP
609
Legacy Wealth Planning
Nevada
$234K +$234K +2,762 New
CC
610
Cadinha & Co
Hawaii
$233K +$6.27K +74 +3%
NPP
611
New Potomac Partners
Maryland
$230K +$50.8K +600 +28%
Bank of Nova Scotia
612
Bank of Nova Scotia
Ontario, Canada
$230K +$230K +2,720 New
BFA
613
Bragg Financial Advisors
North Carolina
$228K -$33.9K -400 -13%
AP
614
Appleton Partners
Massachusetts
$228K -$254 -3 -0.1%
KLI
615
Kelman-Lazarov Inc
Tennessee
$227K +$16.5K +195 +8%
BPWA
616
Beacon Pointe Wealth Advisors
California
$224K -$556K -6,560 -71%
WWM
617
Windsor Wealth Management
Indiana
$223K -$86.8K -1,024 -28%
CAAS
618
Capital Asset Advisory Services
Michigan
$221K -$82K -968 -27%
BWA
619
BDO Wealth Advisors
Florida
$220K -$211K -2,490 -49%
CWM
620
Concentrum Wealth Management
California
$220K
FMP
621
Financial Management Professionals
Texas
$220K
BFA
622
Beacon Financial Advisory
Ohio
$219K +$219K +2,589 New
BCA
623
Berman Capital Advisors
Georgia
$218K
Koshinski Asset Management
624
Koshinski Asset Management
Illinois
$215K +$215K +2,543 New
MGIA
625
Moneta Group Investment Advisors
Missouri
$214K -$267K -3,154 -55%

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.