iShares 1-3 Year Treasury Bond ETF
837 hedge funds and large institutions have $12.8B invested in iShares 1-3 Year Treasury Bond ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 280 increasing their positions, 349 reducing their positions, and 102 closing their positions.
1.79% more ownership
Funds ownership: 64.04% → 65.83% (+1.8%)
1% more capital invested
Capital invested by funds: $12.7B → $12.8B (+$153M)
6% less funds holding
Funds holding: 889 → 837 (-52)
20% less repeat investments, than reductions
Existing positions increased: 280 | Existing positions reduced: 349
22% less funds holding in top 10
Funds holding in top 10: 86 → 67 (-19)
38% less first-time investments, than exits
New positions opened: 63 | Existing positions closed: 102
93% less call options, than puts
Call options by funds: $11.2M | Put options by funds: $150M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$933M |
| 2 |
FM
Forward Management
San Francisco,
California
|
+$233M |
| 3 |
Jane Street
New York
|
+$81.7M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$78M |
| 5 |
PI
PineBridge Investments
New York
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$303M |
| 2 |
AssetMark Inc
Concord,
California
|
-$295M |
| 3 |
Morgan Stanley
New York
|
-$81.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$74.4M |
| 5 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$62.8M |
SHY Hedge Fund Activity: Q2 2021 in Review
837 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2021, worth a combined $12.8B — up 1.2% from $12.7B a quarter earlier.
Sellers outnumbered buyers: 102 funds closed out of SHY and 63 opened new positions — a net loss of 39 holders — while 349 trimmed existing stakes and 280 added.
The largest buyer was JP Morgan Chase, adding an estimated $933M. The largest seller was Stifel Financial, cutting an estimated $303M.
- 837 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2021, down from 889 in Q1 2021.
- Funds reported $12.8B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2021, up 1.2% quarter-over-quarter.
- 63 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2021 and 102 closed out, a net change of -39 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2021 was JP Morgan Chase, an estimated $933M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2021 was Stifel Financial, an estimated $303M sold.
Based on aggregated 13F filings for Q2 2021.