iShares 1-3 Year Treasury Bond ETF
889 hedge funds and large institutions have $12.7B invested in iShares 1-3 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 331 reducing their positions, and 95 closing their positions.
6% more capital invested
Capital invested by funds: $11.9B → $12.7B (+$719M)
3.23% more ownership
Funds ownership: 60.8% → 64.04% (+3.2%)
2% less repeat investments, than reductions
Existing positions increased: 323 | Existing positions reduced: 331
8% less first-time investments, than exits
New positions opened: 87 | Existing positions closed: 95
1% less funds holding in top 10
Funds holding in top 10: 87 → 86 (-1)
2% less funds holding
Funds holding: 904 → 889 (-15)
91% less call options, than puts
Call options by funds: $14.2M | Put options by funds: $158M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$299M |
| 2 |
AssetMark Inc
Concord,
California
|
+$252M |
| 3 |
JHCM
Juniper Hill Capital Management
Menlo Park,
California
|
+$125M |
| 4 |
JP Morgan Chase
New York
|
+$109M |
| 5 |
Morgan Stanley
New York
|
+$92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$170M |
| 2 |
Barclays
London,
United Kingdom
|
-$119M |
| 3 |
BlackRock
New York
|
-$53.3M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$52.8M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$45.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WP
976
Waycross Partners
Louisville,
Kentucky
| – | -$15K | -168 | Closed |
|
|
CL
977
COWA LLC
Tulsa,
Oklahoma
| – | -$13K | -150 | Closed |
|
|
SIAG
978
Safeguard Investment Advisory Group
Corona,
California
| – | -$10K | -117 | Closed |
|
|
FFA
979
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$10K | -116 | Closed |
|
|
PWPS
980
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| – | -$10K | -111 | Closed |
|
|
FCH
981
Freestone Capital Holdings
Seattle,
Washington
| – | -$4.75K | -55 | Closed |
|
|
FHC
982
First Horizon Corporation
Memphis,
Tennessee
| – | -$3K | -40 | Closed |
|
|
OIM
983
Oder Investment Management
Woodland Hills,
California
| – | -$2K | -21 | Closed |
|
|
MCM
984
McMillion Capital Management
Greensboro,
North Carolina
| – | -$1K | -15 | Closed |
|
|
GAM
985
Grandview Asset Management
Harrisburg,
Pennsylvania
| – | +$86 | +1 | New |
|
986
Zurich Cantonal Bank
Zurich,
Switzerland
| – | +$86 | +1 | New |
|
|
IA
987
IndexIQ Advisors
New York
| – | +$173 | +2 | New |
|
SHY Hedge Fund Activity: Q1 2021 in Review
889 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2021, worth a combined $12.7B — up 6% from $11.9B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of SHY and 87 opened new positions — a net loss of 8 holders — while 331 trimmed existing stakes and 323 added.
The largest buyer was Stifel Financial, adding an estimated $299M. The largest seller was Bank of America, cutting an estimated $170M.
- 889 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2021, down from 904 in Q4 2020.
- Funds reported $12.7B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2021, up 6% quarter-over-quarter.
- 87 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2021 and 95 closed out, a net change of -8 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2021 was Stifel Financial, an estimated $299M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2021 was Bank of America, an estimated $170M sold.
Based on aggregated 13F filings for Q1 2021.