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iShares 1-3 Year Treasury Bond ETF

445 hedge funds and large institutions have $5.06B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $819K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

3% more funds holding

Funds holding: 434445 (+11)

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 157

0.08% more ownership

Funds ownership: 45.1%45.18% (+0.08%)

1% less capital invested

Capital invested by funds: $5.1B → $5.06B (-$37.9M)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
445
Holders Change
+11
Holders Change %
+2.53%
% of All Funds
11.09%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.65%
New
44
Increased
163
Reduced
157
Closed
28
Calls
$2.4M
Puts
$819K
Net Calls
+$1.58M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
76
First Heartland Consultants
Missouri
$7.63M -$57.4K -679 -0.7%
TF
77
TIAA FSB
Florida
$7.59M +$525K +6,215 +7%
JFA
78
JNBA Financial Advisors
Minnesota
$7.51M -$52.2M -617,324 -87%
SC
79
Scotia Capital
Ontario, Canada
$7.34M +$1.31M +15,470 +22%
SJIC
80
St. James Investment Company
Texas
$7.33M -$484K -5,723 -6%
GC
81
Guggenheim Capital
Illinois
$7.27M +$410K +4,847 +6%
MML Investors Services
82
MML Investors Services
Massachusetts
$7.2M +$277K +3,272 +4%
QCMNJ
83
Quantum Capital Management (New Jersey)
New Jersey
$7.18M
IIA
84
IPG Investment Advisors
California
$7.05M +$6.67M +78,832 +1,714%
HighTower Advisors
85
HighTower Advisors
Illinois
$7.01M +$2.85M +33,676 +68%
WS
86
Wela Strategies
Georgia
$6.89M +$832K +9,845 +14%
PAM
87
Peak Asset Management
Colorado
$6.82M -$460K -5,445 -6%
CA
88
Cetera Advisors
Colorado
$6.44M -$1.12M -13,198 -15%
LIM
89
Leavell Investment Management
Alabama
$6.37M -$508K -6,003 -7%
AI
90
Atria Investments
North Carolina
$6.29M +$1.37M +16,155 +28%
NSIM
91
North Star Investment Management
Illinois
$6.28M +$2.19M +25,952 +54%
GJIC
92
Gamble Jones Investment Counsel
California
$6.16M +$6.17M +72,939 New
HNB
93
Huntington National Bank
Ohio
$6.11M
VHAM
94
Van Hulzen Asset Management
California
$5.99M +$1.73M +20,405 +40%
ST
95
Smithfield Trust
Pennsylvania
$5.91M -$464K -5,486 -7%
VFA
96
Voya Financial Advisors
Connecticut
$5.91M -$148K -1,745 -2%
SGI
97
Swan Global Investments
Colorado
$5.86M -$129K -1,528 -2%
LPT
98
Legacy Private Trust
Wisconsin
$5.7M +$2.4M +28,388 +73%
ASN
99
Advisory Services Network
Georgia
$5.46M +$1.75M +20,734 +47%
HI
100
Horizon Investments
North Carolina
$5.33M +$544K +6,435 +11%

SHY Hedge Fund Activity: Q3 2017 in Review

445 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2017, worth a combined $5.06B — down 0.74% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SHY positions and 28 closed out — a net gain of 16 holders — while 163 added to existing stakes and 157 trimmed.

The largest buyer was Bank of America, adding an estimated $174M. The largest seller was Ameriprise, cutting an estimated $145M.

  • 445 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2017, up from 434 in Q2 2017.
  • Funds reported $5.06B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2017, down 0.74% quarter-over-quarter.
  • 44 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2017 and 28 closed out, a net change of +16 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2017 was Bank of America, an estimated $174M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2017 was Ameriprise, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2017.