iShares 1-3 Year Treasury Bond ETF
855 hedge funds and large institutions have $13.4B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 331 increasing their positions, 305 reducing their positions, and 69 closing their positions.
28% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 69
9% more repeat investments, than reductions
Existing positions increased: 331 | Existing positions reduced: 305
1% more funds holding
Funds holding: 847 → 855 (+8)
0.07% less ownership
Funds ownership: 62.82% → 62.75% (-0.07%)
6% less capital invested
Capital invested by funds: $14.2B → $13.4B (-$797M)
17% less funds holding in top 10
Funds holding in top 10: 112 → 93 (-19)
24% less call options, than puts
Call options by funds: $146M | Put options by funds: $191M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FM
Forward Management
San Francisco,
California
|
+$238M |
| 2 |
AssetMark Inc
Concord,
California
|
+$157M |
| 3 |
BlackRock
New York
|
+$65.9M |
| 4 |
SI
Stephens Inc
Little Rock,
Arkansas
|
+$49.1M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$37.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$375M |
| 2 |
AA
Acorns Advisers
Irvine,
California
|
-$258M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$162M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$87.5M |
| 5 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$75.5M |
SHY Hedge Fund Activity: Q3 2020 in Review
855 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2020, worth a combined $13.4B — down 5.6% from $14.2B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new SHY positions and 69 closed out — a net gain of 19 holders — while 331 added to existing stakes and 305 trimmed.
The largest buyer was Forward Management, opening a new position worth an estimated $238M. The largest seller was Fidelity Investments, cutting an estimated $375M.
- 855 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2020, up from 847 in Q2 2020.
- Funds reported $13.4B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2020, down 5.6% quarter-over-quarter.
- 88 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2020 and 69 closed out, a net change of +19 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2020 was Forward Management, an estimated $238M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2020 was Fidelity Investments, an estimated $375M sold.
Based on aggregated 13F filings for Q3 2020.