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iShares 1-3 Year Treasury Bond ETF

445 hedge funds and large institutions have $5.06B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $819K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

3% more funds holding

Funds holding: 434445 (+11)

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 157

0.08% more ownership

Funds ownership: 45.1%45.18% (+0.08%)

1% less capital invested

Capital invested by funds: $5.1B → $5.06B (-$37.9M)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
445
Holders Change
+11
Holders Change %
+2.53%
% of All Funds
11.09%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.65%
New
44
Increased
163
Reduced
157
Closed
28
Calls
$2.4M
Puts
$819K
Net Calls
+$1.58M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
51
Jane Street
New York
$13.9M +$5.81M +68,770 +72%
Capstone Investment Advisors
52
Capstone Investment Advisors
New York
$13.9M +$4.07M +48,144 +41%
Fifth Third Bancorp
53
Fifth Third Bancorp
Ohio
$13.6M +$337K +3,982 +3%
US Bancorp
54
US Bancorp
Minnesota
$13.6M +$628K +7,433 +5%
AG
55
Advisor Group
Arizona
$13.5M +$42.4K +502 +0.3%
PWAG
56
Polaris Wealth Advisory Group
California
$13.1M +$7.27M +85,962 +124%
CHJWM
57
Carlton Hofferkamp & Jenks Wealth Management
Texas
$12.1M +$706K +8,350 +6%
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$12M -$801K -9,476 -6%
PAIM
59
Punch & Associates Investment Management
Minnesota
$11.8M +$1.33M +15,716 +13%
FAAS
60
First Allied Advisory Services
California
$11.6M -$755K -8,935 -6%
HFA
61
High Falls Advisors
New York
$11.5M +$335K +3,966 +3%
SWP
62
Stratos Wealth Partners
Ohio
$11.1M -$1.87M -22,108 -14%
Bank of New York Mellon
63
Bank of New York Mellon
New York
$11M -$211K -2,493 -2%
SCA
64
Snowden Capital Advisors
New York
$10.9M +$572K +6,768 +6%
BWM
65
Biltmore Wealth Management
Arizona
$10.8M +$125K +1,476 +1%
DCM
66
Dimension Capital Management
Florida
$10.6M -$12.1M -142,835 Closed
SMFG
67
Sumitomo Mitsui Financial Group
Japan
$10.1M +$1.14M +13,425 +13%
CS
68
Credit Suisse
Switzerland
$9.29M -$5.15M -60,949 -36%
SBWM
69
Sunflower Bank Wealth Management
Arizona
$8.8M +$90.9K +1,075 +1%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$8.38M +$1.09M +12,837 +15%
SEI Investments
71
SEI Investments
Pennsylvania
$8.16M +$3.5M +41,379 +75%
BSWMG
72
Barrington Strategic Wealth Management Group
Illinois
$8M -$472K -5,584 -6%
CB
73
Commerce Bank
Missouri
$7.78M +$512K +6,055 +7%
UB
74
UMB Bank
Missouri
$7.75M -$627K -7,414 -7%
EB
75
Eastern Bank
Massachusetts
$7.64M -$334K -3,950 -4%

SHY Hedge Fund Activity: Q3 2017 in Review

445 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2017, worth a combined $5.06B — down 0.74% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SHY positions and 28 closed out — a net gain of 16 holders — while 163 added to existing stakes and 157 trimmed.

The largest buyer was Bank of America, adding an estimated $174M. The largest seller was Ameriprise, cutting an estimated $145M.

  • 445 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2017, up from 434 in Q2 2017.
  • Funds reported $5.06B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2017, down 0.74% quarter-over-quarter.
  • 44 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2017 and 28 closed out, a net change of +16 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2017 was Bank of America, an estimated $174M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2017 was Ameriprise, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2017.