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iShares 1-3 Year Treasury Bond ETF

764 hedge funds and large institutions have $10.7B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 246 increasing their positions, 275 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 53

13% more funds holding in top 10

Funds holding in top 10: 7079 (+9)

11% more funds holding

Funds holding: 686764 (+78)

0.06% less ownership

Funds ownership: 60.65%60.6% (-0.06%)

0% less capital invested

Capital invested by funds: $10.8B → $10.7B (-$49.1M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 275

93% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $547M

Holders
764
Holders Change
+78
Holders Change %
+11.37%
% of All Funds
15.05%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.56%
New
140
Increased
246
Reduced
275
Closed
53
Calls
$36.6M
Puts
$547M
Net Calls
-$511M
Net Calls Change
-$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
726
Quadrant Capital Group
Ohio
$16K +$16.7K +197 New
PC
727
Premise Capital
Illinois
$15K -$85 -1 -0.6%
NG
728
NWK Group
California
$15K +$14.8K +175 New
CCM
729
Cribstone Capital Management
Maine
$14K -$128K -1,506 -90%
PB
730
Pinnacle Bancorp
Nebraska
$14K
ACM
731
Anfield Capital Management
California
$14K +$14K +165 New
BBA
732
Braun-Bostich & Associates
Pennsylvania
$14K +$14K +165 New
GI
733
GS Investments
Minnesota
$12.1K +$12.3K +145 New
MFT
734
Moisand Fitzgerald Tamayo
Florida
$12K
CL
735
Cabana LLC
Arkansas
$12K +$12.3K +145 New
RMAM
736
Raab & Moskowitz Asset Management
New Jersey
$12K +$12.8K +151 New
JGIA
737
Jackson Grant Investment Advisers
Connecticut
$11K
CAC
738
Certified Advisory Corp
Florida
$11K +$85 +1 +0.8%
KPW
739
Kore Private Wealth
New York
$10K +$9.83K +116 New
EWM
740
EPG Wealth Management
Georgia
$10K +$10.4K +123 New
BFC
741
Bedel Financial Consulting
Indiana
$9K
TCOV
742
Trust Company of Vermont
Vermont
$9K +$8.64K +102 New
PP
743
Pacifica Partners
Canada
$8K +$7.79K +92 New
HB
744
Horizon Bancorp
Indiana
$8K +$8.05K +95 New
SC
745
Stratford Consulting
Texas
$8K +$8.13K +96 New
GWMIA
746
Global Wealth Management Investment Advisory
Florida
$7K +$6.86K +81 New
AIA
747
Armor Investment Advisors
North Carolina
$6K
CAGAS
748
Capital Advisory Group Advisory Services
Minnesota
$6K
SC
749
Sawyer & Company
Massachusetts
$6K
APC
750
Aspire Private Capital
North Carolina
$6K +$1.1K +13 +22%

SHY Hedge Fund Activity: Q4 2019 in Review

764 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2019, worth a combined $10.7B — down 0.45% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SHY positions and 53 closed out — a net gain of 87 holders — while 246 added to existing stakes and 275 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $108M. The largest seller was BlackRock, cutting an estimated $82.6M.

  • 764 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2019, up from 686 in Q3 2019.
  • Funds reported $10.7B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2019, down 0.45% quarter-over-quarter.
  • 140 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2019 and 53 closed out, a net change of +87 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2019 was Matson Money Inc, an estimated $108M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2019 was BlackRock, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2019.