iShares 1-3 Year Treasury Bond ETF
439 hedge funds and large institutions have $6.34B invested in iShares 1-3 Year Treasury Bond ETF in 2016 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 125 increasing their positions, 183 reducing their positions, and 36 closing their positions.
5,775% more call options, than puts
Call options by funds: $13.6M | Put options by funds: $231K
75% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 36
5% more funds holding
Funds holding: 417 → 439 (+22)
1.82% less ownership
Funds ownership: 56.93% → 55.1% (-1.8%)
6% less capital invested
Capital invested by funds: $6.75B → $6.34B (-$412M)
25% less funds holding in top 10
Funds holding in top 10: 69 → 52 (-17)
32% less repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 183
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$138M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$106M |
| 3 |
Morgan Stanley
New York
|
+$90.4M |
| 4 |
CC
Capital Counsel
New York
|
+$64.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$62.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
-$142M |
| 2 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$78.8M |
| 3 |
TCM
Tuttle Capital Management
Riverside,
Connecticut
|
-$75.3M |
| 4 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$61.2M |
| 5 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$46.7M |
SHY Hedge Fund Activity: Q1 2016 in Review
439 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2016, worth a combined $6.34B — down 6.1% from $6.75B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SHY positions and 36 closed out — a net gain of 27 holders — while 125 added to existing stakes and 183 trimmed.
The largest buyer was Bank of America, adding an estimated $138M. The largest seller was Hanlon Investment Management, cutting an estimated $142M.
- 439 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2016, up from 417 in Q4 2015.
- Funds reported $6.34B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2016, down 6.1% quarter-over-quarter.
- 63 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2016 and 36 closed out, a net change of +27 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2016 was Bank of America, an estimated $138M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2016 was Hanlon Investment Management, an estimated $142M sold.
Based on aggregated 13F filings for Q1 2016.