iShares 1-3 Year Treasury Bond ETF
995 hedge funds and large institutions have $19.5B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 361 increasing their positions, 346 reducing their positions, and 86 closing their positions.
93% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 86
52% more funds holding in top 10
Funds holding in top 10: 89 → 135 (+46)
29% more capital invested
Capital invested by funds: $15.1B → $19.5B (+$4.4B)
7.98% more ownership
Funds ownership: 68.51% → 76.49% (+8%)
8% more funds holding
Funds holding: 924 → 995 (+71)
4% more repeat investments, than reductions
Existing positions increased: 361 | Existing positions reduced: 346
14% less call options, than puts
Call options by funds: $15M | Put options by funds: $17.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$564M |
| 2 |
RWM
Ritholtz Wealth Management
New York
|
+$358M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$277M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$253M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$241M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Members Trust
Tampa,
Florida
|
-$218M |
| 2 |
N
Natixis
Paris,
France
|
-$67.2M |
| 3 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$50.6M |
| 4 |
SRG
SBB Research Group
Northbrook,
Illinois
|
-$47.1M |
| 5 |
State Street
Boston,
Massachusetts
|
-$46.3M |
SHY Hedge Fund Activity: Q2 2022 in Review
995 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2022, worth a combined $19.5B — up 29% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new SHY positions and 86 closed out — a net gain of 80 holders — while 361 added to existing stakes and 346 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $564M. The largest seller was Members Trust, cutting an estimated $218M.
- 995 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2022, up from 924 in Q1 2022.
- Funds reported $19.5B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2022, up 29% quarter-over-quarter.
- 166 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2022 and 86 closed out, a net change of +80 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2022 was Morgan Stanley, an estimated $564M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2022 was Members Trust, an estimated $218M sold.
Based on aggregated 13F filings for Q2 2022.