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iShares 1-3 Year Treasury Bond ETF

764 hedge funds and large institutions have $10.7B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 246 increasing their positions, 275 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 53

13% more funds holding in top 10

Funds holding in top 10: 7079 (+9)

11% more funds holding

Funds holding: 686764 (+78)

0.06% less ownership

Funds ownership: 60.65%60.6% (-0.06%)

0% less capital invested

Capital invested by funds: $10.8B → $10.7B (-$49.1M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 275

93% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $547M

Holders
764
Holders Change
+78
Holders Change %
+11.37%
% of All Funds
15.05%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.56%
New
140
Increased
246
Reduced
275
Closed
53
Calls
$36.6M
Puts
$547M
Net Calls
-$511M
Net Calls Change
-$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
126
Advisory Services Network
Georgia
$9.96M -$556K -6,558 -5%
Betterment LLC
127
Betterment LLC
New York
$9.66M -$654K -7,715 -6%
RFC
128
Regions Financial Corp
Alabama
$9.54M +$3.04M +35,906 +47%
CFB
129
Cullen/Frost Bankers
Texas
$9.36M
AIG
130
American International Group
New York
$9.12M -$2.61M -30,800 -22%
MIAN
131
Mariner Independent Advisor Network
Kansas
$8.83M +$3.22M +38,025 +57%
DSN
132
D. Scott Neal
Kentucky
$8.74M -$1.45M -17,131 -14%
GJIC
133
Gamble Jones Investment Counsel
California
$8.34M +$159K +1,876 +2%
KP
134
Keel Point
Alabama
$8.33M -$766K -9,037 -8%
N
135
Natixis
France
$8.31M -$207K -2,438 -2%
AFG
136
Affinia Financial Group
Massachusetts
$8.24M +$8.25M +97,372 New
CHJWM
137
Carlton Hofferkamp & Jenks Wealth Management
Texas
$8.16M -$611K -7,211 -7%
CFGS
138
Concourse Financial Group Securities
Alabama
$8.1M +$6.13M +72,402 +310%
WSTAM
139
Wilbanks Smith & Thomas Asset Management
Virginia
$8.07M -$14M -165,423 -63%
VWM
140
Venturi Wealth Management
Texas
$7.98M -$3.41M -40,270 -30%
LBD
141
Landsberg Bennett & Dubbaneh
Florida
$7.91M +$941K +11,102 +13%
BCI
142
Brinker Capital Investments
Pennsylvania
$7.89M
CC
143
Cypress Capital
Tennessee
$7.88M -$832K -9,823 -10%
BWM
144
Baystate Wealth Management
Massachusetts
$7.78M +$293K +3,464 +4%
PAG
145
Private Advisor Group
New Jersey
$7.74M +$843K +9,952 +12%
B
146
Barings
North Carolina
$7.67M -$14.8M -174,762 -66%
CI
147
CX Institutional
Indiana
$7.42M -$40.6K -479 -0.5%
WAS
148
Wealth Advisory Solutions
Indiana
$7.29M +$9.9M +116,853 New
BI
149
Ballast Inc
Kentucky
$7.21M -$131K -1,551 -2%
TC
150
Telemus Capital
Michigan
$7.15M -$472K -5,576 -6%

SHY Hedge Fund Activity: Q4 2019 in Review

764 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2019, worth a combined $10.7B — down 0.45% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SHY positions and 53 closed out — a net gain of 87 holders — while 246 added to existing stakes and 275 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $108M. The largest seller was BlackRock, cutting an estimated $82.6M.

  • 764 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2019, up from 686 in Q3 2019.
  • Funds reported $10.7B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2019, down 0.45% quarter-over-quarter.
  • 140 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2019 and 53 closed out, a net change of +87 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2019 was Matson Money Inc, an estimated $108M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2019 was BlackRock, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2019.