We are live on ! Find out more
SHY icon

iShares 1-3 Year Treasury Bond ETF

432 hedge funds and large institutions have $5.26B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 197 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 42

0% more funds holding

Funds holding: 432432 (0)

3.75% less ownership

Funds ownership: 51.37%47.63% (-3.7%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

6% less capital invested

Capital invested by funds: $5.61B → $5.26B (-$345M)

39% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 197

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.2M

Holders
432
Holders Change
Holders Change %
0%
% of All Funds
10.75%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.87%
New
50
Increased
120
Reduced
197
Closed
42
Calls
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
101
Cetera Investment Management
California
$4.94M -$2.56M -30,360 -34%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.89M -$5.71M -67,551 -54%
ASN
103
Advisory Services Network
Georgia
$4.66M +$4.65M +55,070 New
FIM
104
Freedom Investment Management
Connecticut
$4.63M -$16.8M -198,718 -78%
HWP
105
Hefty Wealth Partners
Indiana
$4.58M +$100K +1,188 +2%
SAM
106
SignalPoint Asset Management
Missouri
$4.44M -$1.66M -19,605 -27%
SYBT
107
Stock Yards Bank & Trust
Kentucky
$4.42M -$633K -7,493 -13%
HI
108
Horizon Investments
North Carolina
$4.32M -$31.5M -373,240 -88%
SCA
109
STALEY CAPITAL ADVISERS
Pennsylvania
$4.16M -$169K -2,000 -4%
WCG
110
Wall Capital Group
Arizona
$4.09M +$4.09M +48,448 New
HPC
111
HM Payson & Co
Maine
$3.92M -$114K -1,347 -3%
BSW
112
Buckingham Strategic Wealth
Missouri
$3.86M -$74.2K -878 -2%
NAM
113
NTV Asset Management
West Virginia
$3.83M +$253K +3,000 +7%
BHB
114
Bank Hapoalim BM
Israel
$3.7M
GIM
115
Goelzer Investment Management
Indiana
$3.67M +$304K +3,598 +9%
ST
116
Smithfield Trust
Pennsylvania
$3.63M +$3.6M +42,660 +12,189%
IFAM
117
Institutional & Family Asset Management
Colorado
$3.57M +$285K +3,370 +9%
FHA
118
First Horizon Advisors
Tennessee
$3.54M +$3.35M +39,624 +1,734%
MWM
119
MinichMacGregor Wealth Management
New York
$3.52M -$507 -6 -0%
HCM
120
Hollencrest Capital Management
California
$3.52M
EDRH
121
Edmond de Rothschild Holding
Switzerland
$3.51M -$1.79M -21,169 -34%
HH
122
Hilltop Holdings
Texas
$3.37M -$8.87K -105 -0.3%
GLA
123
Great Lakes Advisors
Illinois
$3.35M -$247K -2,930 -7%
WPC
124
White Pine Capital
Minnesota
$3.32M -$1.1K -13 -0%
TNBTD
125
Trustmark National Bank Trust Department
Mississippi
$3.29M -$69.2K -819 -2%