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iShares 1-3 Year Treasury Bond ETF

445 hedge funds and large institutions have $5.06B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $819K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

3% more funds holding

Funds holding: 434445 (+11)

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 157

0.08% more ownership

Funds ownership: 45.1%45.18% (+0.08%)

1% less capital invested

Capital invested by funds: $5.1B → $5.06B (-$37.9M)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
445
Holders Change
+11
Holders Change %
+2.53%
% of All Funds
11.09%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.65%
New
44
Increased
163
Reduced
157
Closed
28
Calls
$2.4M
Puts
$819K
Net Calls
+$1.58M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
101
AUA Capital Management
Pennsylvania
$5.29M -$3.32M -39,215 -39%
BTS
102
BB&T Securities
Virginia
$5.29M +$4.18M +49,460 +375%
FHB
103
First Hawaiian Bank
Hawaii
$5.27M -$307K -3,631 -6%
GIM
104
Goelzer Investment Management
Indiana
$5.18M +$539K +6,375 +12%
PC
105
Premise Capital
Illinois
$5.16M +$71K +840 +1%
SWA
106
SFMG Wealth Advisors
Texas
$4.99M -$1.01M -11,978 -17%
FIM
107
Freedom Investment Management
Connecticut
$4.96M -$8.24M -97,471 -62%
BSW
108
Buckingham Strategic Wealth
Missouri
$4.59M -$133K -1,574 -3%
NAM
109
NTV Asset Management
West Virginia
$4.55M +$659K +7,800 +17%
HPC
110
HM Payson & Co
Maine
$4.36M -$235K -2,780 -5%
BF
111
BOK Financial
Oklahoma
$4.33M +$4.34M +51,276 New
WPC
112
White Pine Capital
Minnesota
$4.24M +$715K +8,460 +20%
HWP
113
Hefty Wealth Partners
Indiana
$4.21M -$525K -6,213 -11%
I2I
114
Insight 2811 Inc
Illinois
$4.13M +$2.49M +29,491 +152%
SPC
115
Sigma Planning Corp
Michigan
$4.12M -$1.06M -12,520 -20%
SCA
116
STALEY CAPITAL ADVISERS
Pennsylvania
$4.08M
TPWA
117
TRUE Private Wealth Advisors
Oregon
$3.94M -$268K -3,172 -6%
CI
118
Cambiar Investors
Colorado
$3.86M +$573K +6,780 +17%
ECM
119
ETrade Capital Management
Virginia
$3.63M +$195K +2,301 +6%
MWM
120
MinichMacGregor Wealth Management
New York
$3.58M +$32.8K +388 +0.9%
WCG
121
Wall Capital Group
Arizona
$3.5M -$363K -4,294 -9%
IFAM
122
Institutional & Family Asset Management
Colorado
$3.49M +$90.9K +1,075 +3%
PAG
123
Private Advisory Group
Washington
$3.48M +$826K +9,768 +31%
BFM
124
Boston Financial Management
Massachusetts
$3.46M +$3.46M +40,969 New
WIC
125
Woodmont Investment Counsel
Tennessee
$3.36M -$110K -1,300 -3%

SHY Hedge Fund Activity: Q3 2017 in Review

445 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2017, worth a combined $5.06B — down 0.74% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SHY positions and 28 closed out — a net gain of 16 holders — while 163 added to existing stakes and 157 trimmed.

The largest buyer was Bank of America, adding an estimated $174M. The largest seller was Ameriprise, cutting an estimated $145M.

  • 445 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2017, up from 434 in Q2 2017.
  • Funds reported $5.06B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2017, down 0.74% quarter-over-quarter.
  • 44 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2017 and 28 closed out, a net change of +16 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2017 was Bank of America, an estimated $174M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2017 was Ameriprise, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2017.