iShares 1-3 Year Treasury Bond ETF
417 hedge funds and large institutions have $6.75B invested in iShares 1-3 Year Treasury Bond ETF in 2015 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 128 increasing their positions, 170 reducing their positions, and 42 closing their positions.
31% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 42
2% more funds holding
Funds holding: 410 → 417 (+7)
5% less funds holding in top 10
Funds holding in top 10: 73 → 69 (-4)
6.82% less ownership
Funds ownership: 63.74% → 56.93% (-6.8%)
22% less capital invested
Capital invested by funds: $8.62B → $6.75B (-$1.87B)
25% less repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 170
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $8K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$348M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$90.5M |
| 3 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
+$49.6M |
| 4 |
VA
Valmark Advisers
Akron,
Ohio
|
+$47.2M |
| 5 |
RBC
Ronald Blue & Co
Roswell,
Georgia
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Axa
Paris,
France
|
-$510M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$484M |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$105M |
| 4 |
AssetMark Inc
Concord,
California
|
-$84.5M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$74.8M |
SHY Hedge Fund Activity: Q4 2015 in Review
417 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2015, worth a combined $6.75B — down 22% from $8.62B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new SHY positions and 42 closed out — a net gain of 13 holders — while 128 added to existing stakes and 170 trimmed.
The largest buyer was Hanlon Investment Management, opening a new position worth an estimated $348M. The largest seller was Axa, exiting entirely with an estimated $510M sold.
- 417 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2015, up from 410 in Q3 2015.
- Funds reported $6.75B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2015, down 22% quarter-over-quarter.
- 55 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2015 and 42 closed out, a net change of +13 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2015 was Hanlon Investment Management, an estimated $348M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2015 was Axa, an estimated $510M sold.
Based on aggregated 13F filings for Q4 2015.