iShares 1-3 Year Treasury Bond ETF
1,068 hedge funds and large institutions have $20.3B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 362 increasing their positions, 469 reducing their positions, and 100 closing their positions.
70% more call options, than puts
Call options by funds: $149M | Put options by funds: $87.8M
2.84% more ownership
Funds ownership: 76.29% → 79.13% (+2.8%)
1% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 100
1% more funds holding in top 10
Funds holding in top 10: 110 → 111 (+1)
0% less capital invested
Capital invested by funds: $20.4B → $20.3B (-$54M)
2% less funds holding
Funds holding: 1,085 → 1,068 (-17)
23% less repeat investments, than reductions
Existing positions increased: 362 | Existing positions reduced: 469
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
+$583M |
| 2 |
AssetMark Inc
Concord,
California
|
+$547M |
| 3 |
BlackRock
New York
|
+$260M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$96M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$91.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$270M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$116M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$111M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$68.7M |
| 5 |
LPL Financial
San Diego,
California
|
-$65.3M |
SHY Hedge Fund Activity: Q3 2023 in Review
1,068 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2023, worth a combined $20.3B — down 0.27% from $20.4B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new SHY positions and 100 closed out — a net gain of 1 holder — while 362 added to existing stakes and 469 trimmed.
The largest buyer was Banco Bilbao Vizcaya Argentaria, adding an estimated $583M. The largest seller was Barclays, cutting an estimated $270M.
- 1,068 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2023, down from 1,085 in Q2 2023.
- Funds reported $20.3B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2023, down 0.27% quarter-over-quarter.
- 101 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2023 and 100 closed out, a net change of +1 holder.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2023 was Banco Bilbao Vizcaya Argentaria, an estimated $583M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2023 was Barclays, an estimated $270M sold.
Based on aggregated 13F filings for Q3 2023.