iShares 1-3 Year Treasury Bond ETF
410 hedge funds and large institutions have $8.62B invested in iShares 1-3 Year Treasury Bond ETF in 2015 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 150 increasing their positions, 123 reducing their positions, and 25 closing their positions.
140% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 25
121% more funds holding in top 10
Funds holding in top 10: 33 → 73 (+40)
83% more capital invested
Capital invested by funds: $4.71B → $8.62B (+$3.91B)
22% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 123
11% more ownership
Funds ownership: 52.74% → 63.74% (+11%)
9% more funds holding
Funds holding: 376 → 410 (+34)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GHF
Good Harbor Financial
Barrington,
Illinois
|
+$731M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$713M |
| 3 |
Axa
Paris,
France
|
+$509M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$181M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$165M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$157M |
| 2 |
JP Morgan Chase
New York
|
-$77.1M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$40.2M |
| 4 |
EA
Euclid Advisors
Hartford,
Connecticut
|
-$29.1M |
| 5 |
SAS
Sage Advisory Services
Austin,
Texas
|
-$24.5M |
SHY Hedge Fund Activity: Q3 2015 in Review
410 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2015, worth a combined $8.62B — up 83% from $4.71B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SHY positions and 25 closed out — a net gain of 35 holders — while 150 added to existing stakes and 123 trimmed.
The largest buyer was Good Harbor Financial, adding an estimated $731M. The largest seller was WBI Investments, exiting entirely with an estimated $157M sold.
- 410 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2015, up from 376 in Q2 2015.
- Funds reported $8.62B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2015, up 83% quarter-over-quarter.
- 60 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2015 and 25 closed out, a net change of +35 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2015 was Good Harbor Financial, an estimated $731M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2015 was WBI Investments, an estimated $157M sold.
Based on aggregated 13F filings for Q3 2015.