iShares 1-3 Year Treasury Bond ETF
805 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 325 increasing their positions, 254 reducing their positions, and 82 closing their positions.
66% more first-time investments, than exits
New positions opened: 136 | Existing positions closed: 82
58% more funds holding in top 10
Funds holding in top 10: 79 → 125 (+46)
41% more capital invested
Capital invested by funds: $10.7B → $15.1B (+$4.4B)
28% more repeat investments, than reductions
Existing positions increased: 325 | Existing positions reduced: 254
5% more funds holding
Funds holding: 764 → 805 (+41)
1.49% more ownership
Funds ownership: 60.6% → 62.09% (+1.5%)
78% less call options, than puts
Call options by funds: $36M | Put options by funds: $164M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$453M |
| 2 |
Morgan Stanley
New York
|
+$416M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$378M |
| 4 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
+$279M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$174M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$137M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$126M |
| 3 |
LPL Financial
San Diego,
California
|
-$59.2M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$48.1M |
| 5 |
TPWA
TRUE Private Wealth Advisors
Salem,
Oregon
|
-$47M |
SHY Hedge Fund Activity: Q1 2020 in Review
805 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2020, worth a combined $15.1B — up 41% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 136 funds opened new SHY positions and 82 closed out — a net gain of 54 holders — while 325 added to existing stakes and 254 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $453M. The largest seller was BlackRock, cutting an estimated $137M.
- 805 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2020, up from 764 in Q4 2019.
- Funds reported $15.1B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2020, up 41% quarter-over-quarter.
- 136 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2020 and 82 closed out, a net change of +54 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2020 was Fidelity Investments, an estimated $453M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2020 was BlackRock, an estimated $137M sold.
Based on aggregated 13F filings for Q1 2020.