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iShares 1-3 Year Treasury Bond ETF
SHY

342 hedge funds and large institutions have $3.72B invested in iShares 1-3 Year Treasury Bond ETF in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 106 increasing their positions, 156 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

0% more funds holding

Funds holding: 342 → 342 (0)

2.36% less ownership

Funds ownership: 48.38% → 46.02% (-2.4%)

11% less capital invested

Capital invested by funds: $4.16B → $3.72B (-$445M)

17% less funds holding in top 10

Funds holding in top 10: 30 → 25 (-5)

32% less repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 156

Holders
342
Holders Change
–
Holders Change %
0%
% of All Funds
9.88%
Holding in Top 10
25
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.67%
% of All Funds
0.72%
New
31
Increased
106
Reduced
156
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BIT
BlackRock Institutional Trust
California
+$47.5M
2
Morgan Stanley
Morgan Stanley
New York
+$45.9M
3
Wells Fargo
Wells Fargo
California
+$19M
4
NHFG
New Harbor Financial Group
Massachusetts
+$14.5M
5
QCMNJ
Quantum Capital Management (New Jersey)
New Jersey
+$9.29M

Top Sellers

Rank Fund Capital Flow
1
CC
Curian Capital
Colorado
-$145M
2
SI
Stephens Inc
Arkansas
-$54.3M
3
FHA
First Horizon Advisors
Tennessee
-$51.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$34.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$33.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
101
First Heartland Consultants
Missouri
$3.1M +$352K +4,170 +13%
ACM
102
Antonetti Capital Management
Florida
$3.06M +$2.7M +31,918 +749%
LI
103
LVZ Inc
Michigan
$3.01M +$144K +1,700 +5%
NAM
104
NTV Asset Management
West Virginia
$2.95M +$1.52M +18,000 +106%
ECM
105
ETrade Capital Management
Virginia
$2.87M -$6.88M -81,474 -71%
MA
106
MUFG Americas
New York
$2.84M -$282K -3,344 -9%
Two Sigma Investments
107
Two Sigma Investments
New York
$2.79M +$1.46M +17,269 +109%
VNB
108
Valley National Bancorp
New York
$2.78M +$811K +9,602 +41%
WPC
109
White Pine Capital
Minnesota
$2.71M -$127K -1,500 -4%
TCT
110
TIAA CREF Trust
Missouri
$2.7M -$111K -1,320 -4%
FIG
111
Fusion Investment Group
Pennsylvania
$2.64M +$1.72M +20,314 +185%
AP
112
Advisors Preferred
Maryland
$2.62M +$652K +7,724 +33%
Truist Financial
113
Truist Financial
North Carolina
$2.61M +$166K +1,971 +7%
NPC
114
National Planning Corporation
California
$2.52M -$5.45M -64,553 -68%
HSBC Holdings
115
HSBC Holdings
United Kingdom
$2.46M -$6.33K -75 -0.3%
CI
116
Cambiar Investors
Colorado
$2.4M +$3.55K +42 +0.1%
IFWM
117
Institute for Wealth Management
Colorado
$2.29M -$175K -2,071 -7%
FIM
118
Freedom Investment Management
Connecticut
$2.27M +$16K +189 +0.7%
MAS
119
Madden Advisory Services
Florida
$2.27M -$172K -2,041 -7%
SI
120
Shaker Investments
Ohio
$2.26M -$45.2K -535 -2%
Invesco
121
Invesco
Georgia
$2.25M -$4.13M -48,876 -65%
AWM
122
Avior Wealth Management
Nebraska
$2.22M -$87.5K -1,036 -4%
CHJWM
123
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.2M -$211K -2,500 -9%
BFA
124
Beaumont Financial Advisors
Massachusetts
$2.18M -$23.1M -273,269 -91%
CNB
125
City National Bank
California
$2.15M +$1.77M +20,898 +458%
3 4
5
6 7

SHY Hedge Fund Activity: Q1 2014 in Review

342 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2014, worth a combined $3.72B — down 11% from $4.16B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new SHY positions and 30 closed out — a net gain of 1 holder — while 106 added to existing stakes and 156 trimmed.

The largest buyer was BlackRock Institutional Trust, adding an estimated $47.5M. The largest seller was Curian Capital, cutting an estimated $145M.

  • 342 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $3.72B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2014, down 11% quarter-over-quarter.
  • 31 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2014 and 30 closed out, a net change of +1 holder.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2014 was BlackRock Institutional Trust, an estimated $47.5M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2014 was Curian Capital, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2014.