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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
MWC
776
MKD Wealth Coaches
Michigan
-$2.54M -29,896 Closed
Renaissance Technologies
777
Renaissance Technologies
New York
-$2.29M -27,000 Closed
AWA
778
Arete Wealth Advisors
Illinois
-$2.12M -25,001 Closed
JGC
779
J. Goldman & Co
New York
-$1.57M -18,534 Closed
CWM
780
Calamos Wealth Management
Illinois
-$1.19M -13,968 Closed
UBS AM
781
UBS AM
Illinois
-$1.04M -12,243 Closed
EWM
782
Executive Wealth Management
Michigan
-$870K -10,262 Closed
DIM
783
Delta Investment Management
California
-$704K -8,310 Closed
HR
784
Hayden Royal
North Carolina
-$406K -4,791 Closed
Walleye Trading
785
Walleye Trading
New York
-$401K -4,726 Closed
CA
786
Continuum Advisory
Idaho
-$378K -4,457 Closed
PCM
787
Prelude Capital Management
New York
-$297K -3,504 Closed
WP
788
WealthSource Partners
California
-$280K -3,296 Closed
WBG
789
Wharton Business Group
Pennsylvania
-$256K -3,020 Closed
BOH
790
Bank of Hawaii
Hawaii
-$255K -3,009 Closed
CBA
791
Coastal Bridge Advisors
Connecticut
-$246K -2,899 Closed
HIS
792
Harvest Investment Services
Illinois
-$240K -2,839 Closed
PWMAG
793
Pinnacle Wealth Management Advisory Group
New Jersey
-$238K -2,805 Closed
BSAM
794
Blue Square Asset Management
New York
-$237K -2,800 Closed
MAS
795
Madden Advisory Services
Florida
-$234K -2,769 Closed
UFF
796
USA Financial Formulas
Michigan
-$233K -2,752 Closed
HT
797
Heritage Trust
Oklahoma
-$233K -2,748 Closed
PPP
798
Private Portfolio Partners
New Jersey
-$227K -2,685 Closed
MAS
799
Managed Account Services
Florida
-$219K -2,584 Closed
EIA
800
Eldridge Investment Advisors
New Hampshire
-$213K -2,521 Closed

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.