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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
Deutsche Bank
151
Deutsche Bank
Germany
$7.14M -$911K -10,758 -11%
MSWM
152
Mader & Shannon Wealth Management
Missouri
$6.89M +$237K +2,796 +4%
AA
153
Argent Advisors
Louisiana
$6.74M +$6.75M +79,628 New
DC
154
Davenport & Co
Virginia
$6.64M +$884K +10,437 +15%
EVM
155
Eaton Vance Management
Massachusetts
$6.6M -$281K -3,312 -4%
CCWA
156
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$6.49M -$1.9M -22,455 -23%
A
157
AdvicePeriod
California
$6.33M +$1.83M +21,591 +41%
MFM
158
Mirsky Financial Management
New York
$6.29M +$444K +5,239 +8%
SCI
159
Stableford Capital II
Arizona
$6.24M -$123K -1,455 -2%
CAN
160
Claraphi Advisory Network
United States
$6.11M -$158K -1,862 -3%
BAM
161
Belpointe Asset Management
Nevada
$5.89M +$863K +10,180 +17%
FFN
162
Focus Financial Network
Minnesota
$5.84M -$34.5K -407 -0.6%
DADC
163
D.A. Davidson & Co
Montana
$5.52M +$353K +4,169 +7%
BEAM
164
Baker Ellis Asset Management
Washington
$5.5M -$280K -3,310 -5%
OR
165
Olympiad Research
Connecticut
$5.48M +$5.49M +64,804 New
ISWM
166
Independent Solutions Wealth Management
New York
$5.47M +$5.47M +64,596 New
CI
167
Cambiar Investors
Colorado
$5.44M +$1.19M +14,040 +28%
OFW
168
Omnia Family Wealth
Florida
$5.39M +$3.4M +40,103 +170%
PBO
169
Peoples Bank (Ohio)
Ohio
$5.28M -$41.2K -486 -0.8%
BC
170
Burleson & Co
California
$5.27M +$179K +2,117 +4%
CB
171
Commerce Bank
Missouri
$5.2M -$243K -2,866 -4%
NSIM
172
North Star Investment Management
Illinois
$5.16M -$209K -2,462 -4%
LIM
173
Leavell Investment Management
Alabama
$5.13M -$351K -4,146 -6%
BSW
174
Buckingham Strategic Wealth
Missouri
$5.12M +$268K +3,166 +6%
ACM
175
AUA Capital Management
Pennsylvania
$5.05M -$256K -3,019 -5%

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.