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iShares 1-3 Year Treasury Bond ETF

434 hedge funds and large institutions have $5.1B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

0% more funds holding

Funds holding: 432434 (+2)

3% less capital invested

Capital invested by funds: $5.26B → $5.1B (-$161M)

9% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 170

2.53% less ownership

Funds ownership: 47.63%45.1% (-2.5%)

11% less funds holding in top 10

Funds holding in top 10: 3531 (-4)

23% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $13.2M

Holders
434
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
10.82%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.77%
New
45
Increased
155
Reduced
170
Closed
36
Calls
$10.2M
Puts
$13.2M
Net Calls
-$2.99M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
PC
101
Premise Capital
Illinois
$5.1M -$6.05M -71,607 -54%
AI
102
Atria Investments
North Carolina
$4.93M -$1.11M -13,079 -18%
HI
103
Horizon Investments
North Carolina
$4.78M +$462K +5,461 +11%
HWP
104
Hefty Wealth Partners
Indiana
$4.74M +$156K +1,850 +3%
BSW
105
Buckingham Strategic Wealth
Missouri
$4.73M +$873K +10,326 +23%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.68M -$204K -2,410 -4%
CIM
107
Cetera Investment Management
California
$4.68M -$255K -3,020 -5%
SEI Investments
108
SEI Investments
Pennsylvania
$4.67M +$2.84M +33,572 +155%
GIM
109
Goelzer Investment Management
Indiana
$4.64M +$973K +11,514 +27%
HPC
110
HM Payson & Co
Maine
$4.59M +$673K +7,963 +17%
SAM
111
SignalPoint Asset Management
Missouri
$4.44M -$1.69K -20 -0%
SYBT
112
Stock Yards Bank & Trust
Kentucky
$4.4M -$19.9K -235 -0.4%
VHAM
113
Van Hulzen Asset Management
California
$4.27M +$4.27M +50,505 New
TPWA
114
TRUE Private Wealth Advisors
Oregon
$4.21M +$2.44M +28,806 +137%
TCM
115
Tuttle Capital Management
Connecticut
$4.21M +$3.91M +46,214 +1,294%
HighTower Advisors
116
HighTower Advisors
Illinois
$4.16M +$1.41M +16,673 +51%
NSIM
117
North Star Investment Management
Illinois
$4.08M -$1.91M -22,553 -32%
SCA
118
STALEY CAPITAL ADVISERS
Pennsylvania
$4.08M -$76.1K -900 -2%
NAM
119
NTV Asset Management
West Virginia
$3.89M +$67.6K +800 +2%
WCG
120
Wall Capital Group
Arizona
$3.87M -$228K -2,700 -6%
ASN
121
Advisory Services Network
Georgia
$3.71M -$946K -11,190 -20%
MWM
122
MinichMacGregor Wealth Management
New York
$3.55M +$23.8K +281 +0.7%
WPC
123
White Pine Capital
Minnesota
$3.52M +$203K +2,400 +6%
WIC
124
Woodmont Investment Counsel
Tennessee
$3.47M +$3M +35,543 +638%
ECM
125
ETrade Capital Management
Virginia
$3.44M +$325K +3,849 +10%

SHY Hedge Fund Activity: Q2 2017 in Review

434 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2017, worth a combined $5.1B — down 3.1% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SHY positions and 36 closed out — a net gain of 9 holders — while 155 added to existing stakes and 170 trimmed.

The largest buyer was Ameriprise, adding an estimated $179M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $273M.

  • 434 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2017, up from 432 in Q1 2017.
  • Funds reported $5.1B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2017, down 3.1% quarter-over-quarter.
  • 45 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2017 and 36 closed out, a net change of +9 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $179M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $273M sold.

Based on aggregated 13F filings for Q2 2017.