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iShares 1-3 Year Treasury Bond ETF

434 hedge funds and large institutions have $5.1B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 155 increasing their positions, 170 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

0% more funds holding

Funds holding: 432434 (+2)

3% less capital invested

Capital invested by funds: $5.26B → $5.1B (-$161M)

9% less repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 170

2.53% less ownership

Funds ownership: 47.63%45.1% (-2.5%)

11% less funds holding in top 10

Funds holding in top 10: 3531 (-4)

23% less call options, than puts

Call options by funds: $10.2M | Put options by funds: $13.2M

Holders
434
Holders Change
+2
Holders Change %
+0.46%
% of All Funds
10.82%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.77%
New
45
Increased
155
Reduced
170
Closed
36
Calls
$10.2M
Puts
$13.2M
Net Calls
-$2.99M
Net Calls Change
-$1.79M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
FDx Advisors
Illinois
$1.72M +$204K +2,419 +13%
Creative Planning
177
Creative Planning
Kansas
$1.68M -$377K -4,462 -18%
M&T Bank
178
M&T Bank
New York
$1.67M -$245K -2,902 -13%
CCA
179
Checchi Capital Advisers
California
$1.65M +$40.7K +482 +3%
I2I
180
Insight 2811 Inc
Illinois
$1.64M -$14.1M -166,763 -90%
KWMG
181
King Wealth Management Group
Florida
$1.63M +$110K +1,302 +7%
IFA
182
Interactive Financial Advisors
Illinois
$1.62M -$6.28M -74,320 -80%
AA
183
Alesco Advisors
New York
$1.59M +$25.4K +300 +2%
IHL
184
Investment House LLC
California
$1.56M -$11.4K -135 -0.7%
IA
185
IFP Advisors
Florida
$1.54M -$493K -5,831 -24%
FFBTD
186
First Financial Bank - Trust Division
Ohio
$1.52M -$28K -331 -2%
BWAM
187
Boyd Watterson Asset Management
Ohio
$1.51M -$111K -1,310 -7%
AFIA
188
America First Investment Advisors
Nebraska
$1.51M -$49.9K -590 -3%
Truist Financial
189
Truist Financial
North Carolina
$1.49M -$497K -5,878 -25%
NPC
190
National Planning Corporation
California
$1.49M +$1M +11,887 +206%
Natixis Advisors
191
Natixis Advisors
Massachusetts
$1.48M +$4.82K +57 +0.3%
SFG
192
SNS Financial Group
Minnesota
$1.47M -$155K -1,830 -10%
Invesco
193
Invesco
Georgia
$1.42M +$257K +3,041 +22%
LFAS
194
Level Four Advisory Services
Texas
$1.41M
AF
195
Arrow Financial
New York
$1.38M -$110K -1,300 -7%
TM
196
Tiger Management
New York
$1.37M
PCM
197
Peak Capital Management
Colorado
$1.36M +$1.36M +16,050 New
IIC
198
Integrated Investment Consultants
Michigan
$1.32M -$40.3K -477 -3%
MHS
199
M Holdings Securities
Oregon
$1.28M +$559K +6,614 +77%
CS
200
Comerica Securities
Michigan
$1.28M -$978K -11,573 -43%

SHY Hedge Fund Activity: Q2 2017 in Review

434 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2017, worth a combined $5.1B — down 3.1% from $5.26B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SHY positions and 36 closed out — a net gain of 9 holders — while 155 added to existing stakes and 170 trimmed.

The largest buyer was Ameriprise, adding an estimated $179M. The largest seller was TD Ameritrade Investment Management, cutting an estimated $273M.

  • 434 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2017, up from 432 in Q1 2017.
  • Funds reported $5.1B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2017, down 3.1% quarter-over-quarter.
  • 45 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2017 and 36 closed out, a net change of +9 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2017 was Ameriprise, an estimated $179M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2017 was TD Ameritrade Investment Management, an estimated $273M sold.

Based on aggregated 13F filings for Q2 2017.