iShares 1-3 Year Treasury Bond ETF
1,041 hedge funds and large institutions have $21B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 404 increasing their positions, 384 reducing their positions, and 84 closing their positions.
82% more call options, than puts
Call options by funds: $34.2M | Put options by funds: $18.8M
67% more first-time investments, than exits
New positions opened: 140 | Existing positions closed: 84
12% more funds holding in top 10
Funds holding in top 10: 135 → 151 (+16)
8% more capital invested
Capital invested by funds: $19.5B → $21B (+$1.57B)
5% more funds holding
Funds holding: 995 → 1,041 (+46)
1.37% more ownership
Funds ownership: 76.49% → 77.86% (+1.4%)
5% more repeat investments, than reductions
Existing positions increased: 404 | Existing positions reduced: 384
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$699M |
| 2 |
JP Morgan Chase
New York
|
+$268M |
| 3 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$187M |
| 4 |
Bank of New York Mellon
New York
|
+$172M |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
+$164M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$334M |
| 2 |
AssetMark Inc
Concord,
California
|
-$213M |
| 3 |
SG Americas Securities
New York
|
-$135M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$117M |
| 5 |
Jane Street
New York
|
-$77.3M |
SHY Hedge Fund Activity: Q3 2022 in Review
1,041 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2022, worth a combined $21B — up 8.1% from $19.5B a quarter earlier.
Buyers outnumbered sellers: 140 funds opened new SHY positions and 84 closed out — a net gain of 56 holders — while 404 added to existing stakes and 384 trimmed.
The largest buyer was Balentine LLC, opening a new position worth an estimated $699M. The largest seller was Morgan Stanley, cutting an estimated $334M.
- 1,041 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2022, up from 995 in Q2 2022.
- Funds reported $21B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2022, up 8.1% quarter-over-quarter.
- 140 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2022 and 84 closed out, a net change of +56 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2022 was Balentine LLC, an estimated $699M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2022 was Morgan Stanley, an estimated $334M sold.
Based on aggregated 13F filings for Q3 2022.