We are live on ! Find out more
SHY icon

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
CB
701
Community Bank
New York
$35K
TA
702
TFG Advisers
Michigan
$35K +$35.8K +422 New
LAS
703
Lloyd Advisory Services
Georgia
$34K +$34.1K +402 New
PFGIA
704
Patriot Financial Group Insurance Agency
Massachusetts
$33K -$3.9K -46 -10%
AWM
705
Avondale Wealth Management
Texas
$29K
MA
706
MUFG Americas
New York
$29K
BWL
707
Bogart Wealth LLC
Virginia
$28K -$21.5K -254 -43%
BRC
708
Bell Rock Capital
Delaware
$28K
BCM
709
Bourgeon Capital Management
Connecticut
$28K
AF
710
Allworth Financial
California
$26K -$11.5K -136 -31%
OAM
711
Oppenheimer Asset Management
New York
$26K -$9.74K -115 -27%
FCA
712
FinTrust Capital Advisors
South Carolina
$26K
1NWS
713
1 North Wealth Services
Maryland
$25K
BCA
714
Bray Capital Advisors
Florida
$25K
LDFR
715
Lehman & Derafelo Financial Resources
Pennsylvania
$25K
SSW
716
Smith Shellnut Wilson
Mississippi
$25K
VCP
717
Verus Capital Partners
Arizona
$24K +$23.6K +278 New
NL
718
NVWM LLC
Pennsylvania
$22K +$19.9K +235 +940%
SCA
719
Stonebridge Capital Advisors
Minnesota
$20K -$187K -2,211 -90%
POIA
720
Pin Oak Investment Advisors
Texas
$20K -$41.5K -490 -67%
SIM
721
Sonora Investment Management
Arizona
$19K -$20.9K -247 -52%
SIS
722
Sound Income Strategies
Florida
$19K
TFA
723
Toth Financial Advisory
Virginia
$18K
SAM
724
S.A. Mason
Michigan
$17K +$16.9K +200 New
FCM
725
Firestone Capital Management
Florida
$16K +$16K +189 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.