We are live on ! Find out more
SHY icon

iShares 1-3 Year Treasury Bond ETF

679 hedge funds and large institutions have $10.9B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 239 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,073% more call options, than puts

Call options by funds: $320M | Put options by funds: $10.1M

22% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 59

16% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 239

1% more funds holding

Funds holding: 675679 (+4)

9.14% less ownership

Funds ownership: 70.93%61.79% (-9.1%)

10% less funds holding in top 10

Funds holding in top 10: 7164 (-7)

25% less capital invested

Capital invested by funds: $14.6B → $10.9B (-$3.67B)

Holders
679
Holders Change
+4
Holders Change %
+0.59%
% of All Funds
14.75%
Holding in Top 10
64
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-9.86%
% of All Funds
1.39%
New
72
Increased
277
Reduced
239
Closed
59
Calls
$320M
Puts
$10.1M
Net Calls
+$310M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
151
Davenport & Co
Virginia
$5.91M +$119K +1,417 +2%
QCMNJ
152
Quantum Capital Management (New Jersey)
New Jersey
$5.84M
ACM
153
AUA Capital Management
Pennsylvania
$5.69M +$264K +3,134 +5%
FFN
154
Focus Financial Network
Minnesota
$5.69M +$242K +2,871 +4%
BEAM
155
Baker Ellis Asset Management
Washington
$5.63M +$282K +3,350 +5%
N
156
Natixis
France
$5.52M -$234K -2,773 -4%
LIM
157
Leavell Investment Management
Alabama
$5.49M -$21.4K -254 -0.4%
AWMS
158
Advocacy Wealth Management Services
Georgia
$5.4M +$4.91M +58,261 +1,064%
PBO
159
Peoples Bank (Ohio)
Ohio
$5.38M +$261K +3,099 +5%
HNB
160
Huntington National Bank
Ohio
$5.37M
NSIM
161
North Star Investment Management
Illinois
$5.35M +$45.3K +538 +0.9%
MIAN
162
Mariner Independent Advisor Network
Kansas
$5.12M +$244K +2,894 +5%
BSW
163
Buckingham Strategic Wealth
Missouri
$5.06M +$264K +3,134 +6%
MA
164
Mutual Advisors
Nebraska
$5.04M +$2.93M +34,851 +142%
Thrivent Financial for Lutherans
165
Thrivent Financial for Lutherans
Minnesota
$5.03M +$2.69M +31,885 +132%
AIA
166
Arrow Investment Advisors
Maryland
$4.98M +$4.95M +58,793 New
Prudential Financial
167
Prudential Financial
New Jersey
$4.98M +$1.26M +14,976 +34%
FHB
168
First Hawaiian Bank
Hawaii
$4.93M +$1.46M +17,396 +43%
DCM
169
Dimension Capital Management
Florida
$4.87M -$884K -10,503 -15%
VCM
170
Virtue Capital Management
Tennessee
$4.79M -$7.24M -85,954 -60%
CI
171
CX Institutional
Indiana
$4.77M -$3.84M -45,608 -45%
CB
172
Commerce Bank
Missouri
$4.75M -$308K -3,654 -6%
SC
173
SouthState Corp
Florida
$4.73M -$447K -5,313 -9%
Citadel Advisors
174
Citadel Advisors
Florida
$4.66M -$7.76M -92,191 -63%
CWP
175
Capital Wealth Planning
Florida
$4.65M +$4.62M +54,842 New