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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
AIP
151
ARS Investment Partners
New York
$2.35M +$8.71K +103 +0.4%
HFS
152
HL Financial Services
Kentucky
$2.34M +$1.56M +18,401 +199%
CAN
153
Cetera Advisor Networks
California
$2.33M -$10M -118,443 -81%
PA
154
Probity Advisors
Texas
$2.3M +$27.3K +323 +1%
FT
155
Fiduciary Trust
Massachusetts
$2.27M -$236K -2,796 -9%
OC
156
Oppenheimer & Co
New York
$2.24M -$89.9K -1,063 -4%
RCAG
157
Rehmann Capital Advisory Group
Michigan
$2.16M +$136K +1,604 +7%
FHA
158
First Horizon Advisors
Tennessee
$2.08M -$312K -3,692 -13%
CIC
159
Carnegie Investment Counsel
Ohio
$2.04M -$360K -4,253 -15%
CIBC Private Wealth Group
160
CIBC Private Wealth Group
Georgia
$2.04M -$16.9K -200 -0.8%
TAT
161
TD Ameritrade Trust
Colorado
$1.89M -$1.5M -17,779 -44%
BHB
162
Bank Hapoalim BM
Israel
$1.88M
IFWM
163
Institute for Wealth Management
Colorado
$1.83M -$108K -1,273 -6%
FA
164
FDx Advisors
Illinois
$1.82M +$104K +1,231 +6%
AIG
165
American International Group
New York
$1.79M
CFB
166
Cullen/Frost Bankers
Texas
$1.79M +$39.7K +470 +2%
BSB
167
Bangor Savings Bank
Maine
$1.78M -$1.01K -12 -0.1%
KWMG
168
King Wealth Management Group
Florida
$1.75M +$126K +1,486 +8%
RIA
169
Regal Investment Advisors
Michigan
$1.74M +$1.74M +20,558 New
UBS AM
170
UBS AM
Illinois
$1.71M +$1.71M +20,260 New
ZB
171
Zions Bancorporation
Utah
$1.67M -$83.6K -989 -5%
CCA
172
Checchi Capital Advisers
California
$1.67M +$23.3K +276 +1%
AA
173
Advisory Alpha
Michigan
$1.67M -$1.53M -18,046 -48%
MCM
174
MV Capital Management
Maryland
$1.66M -$101K -1,190 -6%
Creative Planning
175
Creative Planning
Kansas
$1.6M -$77.7K -919 -5%

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.