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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
GAM
651
Gemmer Asset Management
California
$130K +$10.8K +128 +9%
FCMT
652
Founders Capital Management (Texas)
Texas
$123K
BCM
653
Blume Capital Management
California
$122K -$33.9K -400 -22%
VNA
654
Valley National Advisers
Pennsylvania
$113K -$16.3K -192 -13%
PFBT
655
Parkside Financial Bank & Trust
Missouri
$109K
JFGIW
656
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$106K
AIM
657
Anchor Investment Management
South Carolina
$105K -$48.9K -577 -32%
LWA
658
Lenox Wealth Advisors
New York
$103K +$103K +1,220 New
HWA
659
HCR Wealth Advisors
California
$102K +$102K +1,200 New
LC
660
Lindbrook Capital
California
$101K +$678 +8 +0.7%
EDRH
661
Edmond de Rothschild Holding
Switzerland
$99K -$7.79M -91,957 -99%
PC
662
Pecaut & Co
Iowa
$95K -$27.4K -323 -22%
IA
663
Independence Advisors
Pennsylvania
$95K +$95.4K +1,126 New
LWANC
664
Laurel Wealth Advisors (North Carolina)
North Carolina
$88K +$14.1K +166 +19%
FGAM
665
Financial Gravity Asset Management
Texas
$87K +$215K +2,542 +97%
HWM
666
Holloway Wealth Management
Florida
$83K
CA
667
CXI Advisors
Indiana
$83K +$82.7K +976 New
FDCDDQ
668
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.4K -$2.11M -24,905 -96%
CTC
669
Central Trust Company
Missouri
$82K -$23.7K -280 -22%
CWM
670
Cranbrook Wealth Management
Michigan
$82K
CT
671
Caldwell Trust
Florida
$76.8K +$76.8K +907 New
RFA
672
Reilly Financial Advisors
California
$74K -$339 -4 -0.5%
AP
673
Atwood & Palmer
Missouri
$73K
PCA
674
Peddock Capital Advisors
Massachusetts
$71K +$71.3K +841 New
HI
675
Human Investing
Oregon
$69K +$508 +6 +0.7%

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.