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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
LFA
801
Legend Financial Advisors
Pennsylvania
-$212K -2,496 Closed
DI
802
DFPG Investments
Utah
-$206K -2,419 Closed
MFG
803
Merit Financial Group
Georgia
-$200K -2,362 Closed
HS
804
Horan Securities
United States
-$194K -2,288 Closed
NIC
805
Northwest Investment Counselors
Oregon
-$183K -2,161 Closed
PMFA
806
Plante Moran Financial Advisors
Michigan
-$173K -2,040 Closed
SCA
807
Strategic Capital Advisers
Colorado
-$101K -1,192 Closed
CHC
808
City Holding Co
West Virginia
-$68K -800 Closed
BL
809
Balentine LLC
Georgia
-$42K -499 Closed
TWA
810
TCI Wealth Advisors
Arizona
-$37K -440 Closed
EW
811
Evoke Wealth
California
-$30.5K -360 Closed
GSWM
812
Golden State Wealth Management
California
-$29K -345 Closed
CCMW
813
Cypress Capital Management (Wyoming)
Wyoming
-$25K -290 Closed
Toronto Dominion Bank
814
Toronto Dominion Bank
Ontario, Canada
-$12K -146 Closed
KWA
815
KCS Wealth Advisory
California
-$12.3K -145 Closed
TW
816
Towerpoint Wealth
California
-$11K -125 Closed
SB
817
Strategic Blueprint
Georgia
-$10K -123 Closed
SRC
818
Shufro Rose & Co
New York
-$7K -80 Closed
CFD
819
Creative Financial Designs
Indiana
-$7K -79 Closed
FRA
820
Front Row Advisors
California
-$5K -60 Closed
SBA
821
Secrest Blakey & Associates
North Carolina
-$3K -39 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.