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iShares 1-3 Year Treasury Bond ETF
SHY

434 hedge funds and large institutions have $5.1B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

0% more funds holding

Funds holding: 432 → 434 (+2)

3% less capital invested

Capital invested by funds: $5.26B → $5.1B (-$161M)

9% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 170

2.53% less ownership

Funds ownership: 47.63% → 45.1% (-2.5%)

11% less funds holding in top 10

Funds holding in top 10: 35 → 31 (-4)

23% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $13.2M

Holders
434
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
10.82%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.77%
New
45
Increased
155
Reduced
170
Closed
36
Calls
$10.2M
Puts
$13.2M
Net Calls
-$2.99M
Net Calls Change
-$1.79M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$179M
2
PPA
Parametric Portfolio Associates
Washington
+$49.4M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$38.3M
4
CA
Commerzbank Aktiengesellschaft
Germany
+$27.7M
5
HA
Hays Advisory
Tennessee
+$21.4M

Top Sellers

1
TAIM
TD Ameritrade Investment Management
Nebraska
-$273M
2
FI
FormulaFolio Investments
Michigan
-$69M
3
Wells Fargo
Wells Fargo
California
-$67.1M
4
MAM
Meeder Asset Management
Ohio
-$36.6M
5
Bank of America
Bank of America
North Carolina
-$33.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$14.4M -$2.96M -35,000 -17%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$13.9M +$646K +7,641 +5%
AG
53
Advisor Group
Arizona
$13.5M +$4.05M +47,884 +43%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$13.3M +$2.84M +33,623 +27%
FIM
55
Freedom Investment Management
Connecticut
$13.2M +$8.57M +101,360 +185%
US Bancorp
56
US Bancorp
Minnesota
$13M +$508K +6,012 +4%
SWP
57
Stratos Wealth Partners
Ohio
$13M +$1.6M +18,910 +14%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$12.8M +$558K +6,599 +5%
BCI
59
Brinker Capital Investments
Pennsylvania
$12.7M +$87.6K +1,036 +0.7%
FAAS
60
First Allied Advisory Services
California
$12.4M -$973K -11,507 -7%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$12.4M +$1.19M +14,040 +11%
CAN
62
Cetera Advisor Networks
California
$12.3M +$193K +2,281 +2%
DCM
63
Dimension Capital Management
Florida
$12.1M -$3.94M -46,657 -25%
CHJWM
64
Carlton Hofferkamp & Jenks Wealth Management
Texas
$11.4M +$401K +4,740 +4%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$11.2M +$163K +1,924 +1%
HFA
66
High Falls Advisors
New York
$11.1M -$2.63M -31,057 -19%
CPO
67
Cerity Partners OCIO
New York
$11.1M +$3.06M +36,220 +38%
BWM
68
Biltmore Wealth Management
Arizona
$10.7M +$5.14M +60,818 +92%
PAIM
69
Punch & Associates Investment Management
Minnesota
$10.5M -$1.49M -17,677 -12%
SCA
70
Snowden Capital Advisors
New York
$10.3M +$2.23M +26,338 +28%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$9.92M +$9.92M +117,398 New
Capstone Investment Advisors
72
Capstone Investment Advisors
New York
$9.81M -$4.67M -55,296 -32%
SMFG
73
Sumitomo Mitsui Financial Group
Japan
$8.93M +$8.94M +105,699 New
SBWM
74
Sunflower Bank Wealth Management
Arizona
$8.71M -$573K -6,775 -6%
ACM
75
AUA Capital Management
Pennsylvania
$8.61M -$5.76M -68,193 -40%
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SHY Hedge Fund Activity: Q2 2017 in Review

434 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2017, worth a combined $5.1B — down 3.1% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SHY positions and 36 closed out — a net gain of 9 holders — while 155 added to existing stakes and 170 trimmed.

The largest buyer was Ameriprise, adding an estimated $179M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $273M.

  • 434 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2017, up from 432 in Q1 2017.
  • Funds reported $5.1B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2017, down 3.1% quarter-over-quarter.
  • 45 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2017 and 36 closed out, a net change of +9 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $179M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $273M sold.

Based on aggregated 13F filings for Q2 2017.