iShares 1-3 Year Treasury Bond ETF
334 hedge funds and large institutions have $4.06B invested in iShares 1-3 Year Treasury Bond ETF in 2014 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 126 increasing their positions, 118 reducing their positions, and 30 closing their positions.
491% more call options, than puts
Call options by funds: $1.75M | Put options by funds: $296K
29% more funds holding in top 10
Funds holding in top 10: 24 → 31 (+7)
13% more capital invested
Capital invested by funds: $3.6B → $4.06B (+$469M)
4.32% more ownership
Funds ownership: 44.02% → 48.34% (+4.3%)
7% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 118
0% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 30
0% less funds holding
Funds holding: 335 → 334 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$126M |
| 2 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$54.8M |
| 3 |
CPS
Counsel Portfolio Services
Mississauga,
Ontario, Canada
|
+$41.4M |
| 4 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$41.4M |
| 5 |
Morgan Stanley
New York
|
+$32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFS
HL Financial Services
Louisville,
Kentucky
|
-$19.1M |
| 2 |
SF
Synovus Financial
Columbus,
Georgia
|
-$13.7M |
| 3 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$9.96M |
| 4 |
IA
IndexIQ Advisors
New York
|
-$7.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.59M |
SHY Hedge Fund Activity: Q3 2014 in Review
334 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2014, worth a combined $4.06B — up 13% from $3.6B a quarter earlier.
Fund positioning in SHY was balanced in Q3 2014: 30 funds opened new positions, 30 closed out, 126 added to existing stakes and 118 trimmed.
The largest buyer was Bank of America, adding an estimated $126M. The largest seller was HL Financial Services, cutting an estimated $19.1M.
- 334 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2014, down from 335 in Q2 2014.
- Funds reported $4.06B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2014, up 13% quarter-over-quarter.
- 30 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2014 and 30 closed out, a net change of 0 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2014 was Bank of America, an estimated $126M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2014 was HL Financial Services, an estimated $19.1M sold.
Based on aggregated 13F filings for Q3 2014.