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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
BAS
126
Brown Advisory Securities
Maryland
$3.27M +$951K +11,249 +41%
SPL
127
Smart Portfolios LLC
Washington
$3.27M -$18.6K -220 -0.6%
Luther King Capital Management (LKCM)
128
Luther King Capital Management (LKCM)
Texas
$3.26M -$21.1K -250 -0.6%
ZF
129
Zhang Financial
Michigan
$3.25M -$7.53K -89 -0.2%
GLA
130
Great Lakes Advisors
Illinois
$3.22M -$87.4K -1,034 -3%
DWM
131
Darwin Wealth Management
Florida
$3.2M +$803K +9,494 +33%
RFC
132
Regions Financial Corp
Alabama
$3.02M +$379K +4,479 +14%
CIBC World Market
133
CIBC World Market
Ontario, Canada
$2.94M -$9.45M -111,750 -76%
Citigroup
134
Citigroup
New York
$2.94M -$46.2K -547 -2%
WCM
135
Windsor Capital Management
Arizona
$2.85M
VWM
136
Venturi Wealth Management
Texas
$2.82M +$15.8K +187 +0.6%
PAG
137
Private Advisor Group
New Jersey
$2.81M +$17.8K +210 +0.6%
Comerica Bank
138
Comerica Bank
Texas
$2.8M -$28.2K -333 -1%
BOTW
139
Bank of the West
California
$2.77M -$85 -1 -0%
FPS
140
Fieldpoint Private Securities
Connecticut
$2.59M +$2.59M +30,670 New
WIM
141
Westside Investment Management
California
$2.56M +$201K +2,375 +8%
SP
142
Sarasin & Partners
United Kingdom
$2.55M
BRWA
143
B. Riley Wealth Advisors
Florida
$2.47M +$1.44M +17,041 +139%
VAM
144
Visionary Asset Management
Texas
$2.46M +$26.1K +309 +1%
FIMG
145
Financial & Investment Management Group
Michigan
$2.45M
CWM
146
Calamos Wealth Management
Illinois
$2.44M +$507 +6 +0%
AWM
147
Avior Wealth Management
Nebraska
$2.44M +$2.44M +28,864 New
VSWA
148
Vontobel Swiss Wealth Advisors
Switzerland
$2.42M -$93.8K -1,109 -4%
TNBTD
149
Trustmark National Bank Trust Department
Mississippi
$2.4M -$1.27K -15 -0.1%
SYBT
150
Stock Yards Bank & Trust
Kentucky
$2.36M -$2.04M -24,075 -46%

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.