iShares 1-3 Year Treasury Bond ETF
409 hedge funds and large institutions have $5.43B invested in iShares 1-3 Year Treasury Bond ETF in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 117 increasing their positions, 184 reducing their positions, and 51 closing their positions.
1.05% less ownership
Funds ownership: 55.1% → 54.05% (-1.1%)
7% less funds holding
Funds holding: 439 → 409 (-30)
14% less capital invested
Capital invested by funds: $6.34B → $5.43B (-$904M)
33% less funds holding in top 10
Funds holding in top 10: 52 → 35 (-17)
36% less repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 184
47% less first-time investments, than exits
New positions opened: 27 | Existing positions closed: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAIM
TD Ameritrade Investment Management
Omaha,
Nebraska
|
+$73.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$66.2M |
| 3 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
+$11.7M |
| 4 |
CC
Capital Counsel
New York
|
+$11.5M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$208M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$113M |
| 3 |
Morgan Stanley
New York
|
-$100M |
| 4 |
GC
Grimes & Company
Westborough,
Massachusetts
|
-$74.4M |
| 5 |
GB
Gunma Bank
Gunma,
Japan
|
-$58.6M |
SHY Hedge Fund Activity: Q2 2016 in Review
409 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2016, worth a combined $5.43B — down 14% from $6.34B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of SHY and 27 opened new positions — a net loss of 24 holders — while 184 trimmed existing stakes and 117 added.
The largest buyer was TD Ameritrade Investment Management, adding an estimated $73.4M. The largest seller was Hanlon Investment Management, exiting entirely with an estimated $208M sold.
- 409 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2016, down from 439 in Q1 2016.
- Funds reported $5.43B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2016, down 14% quarter-over-quarter.
- 27 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2016 and 51 closed out, a net change of -24 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2016 was TD Ameritrade Investment Management, an estimated $73.4M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2016 was Hanlon Investment Management, an estimated $208M sold.
Based on aggregated 13F filings for Q2 2016.