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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
SSB
676
Sandy Spring Bank
Maryland
$68K
SFSG
677
Stearns Financial Services Group
North Carolina
$67K +$67.6K +798 New
MIFH
678
Migdal Insurance & Financial Holdings
Israel
$66K -$117K -1,380 -64%
ClearBridge Investments
679
ClearBridge Investments
New York
$66K
AIC
680
Ameritas Investment Company
Nebraska
$61K -$10.3K -122 -14%
CDIA
681
Capital Directions Investment Advisors
Georgia
$60K +$60.1K +709 New
AA
682
Advisory Alpha
Michigan
$59.7K +$1.27K +15 +2%
CIA
683
Cascade Investment Advisors
Oregon
$59.2K +$8.47K +100 +17%
EWA
684
Evolution Wealth Advisors
Florida
$56K +$55.7K +657 New
WP
685
WealthShield Partners
North Carolina
$55K +$932 +11 +2%
LWA
686
Lowe Wealth Advisors
Maryland
$53K
FMII
687
Farmers & Merchants Investments Inc
Nebraska
$51K
OC
688
Oakworth Capital
Alabama
$51K
CAL
689
Capital Analysts LLC
Pennsylvania
$51K +$339 +4 +0.7%
IFWM
690
Institute for Wealth Management
Colorado
$49K +$49.4K +583 New
Northern Trust
691
Northern Trust
Illinois
$46K -$6.17M -72,816 -57%
TRCT
692
Tower Research Capital (TRC)
New York
$44K +$30.1K +355 +222%
VRM
693
Vectors Research Management
New York
$44K +$44.3K +523 New
VCS
694
Vaughan & Co Securities
New Jersey
$42.3K +$42.4K +500 New
FWC
695
First Washington Corp
Washington
$42K
ME
696
McIlrath & Eck
Washington
$42K
SA
697
SRH Advisors
Kansas
$42K
SIC
698
Salem Investment Counselors
North Carolina
$38K
SWM
699
Sugarloaf Wealth Management
Georgia
$37K +$36.7K +433 New
SNT
700
Security National Trust
West Virginia
$36K +$35.8K +422 New

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.