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iShares 1-3 Year Treasury Bond ETF

445 hedge funds and large institutions have $5.06B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $819K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

3% more funds holding

Funds holding: 434445 (+11)

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 157

0.08% more ownership

Funds ownership: 45.1%45.18% (+0.08%)

1% less capital invested

Capital invested by funds: $5.1B → $5.06B (-$37.9M)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
445
Holders Change
+11
Holders Change %
+2.53%
% of All Funds
11.09%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.65%
New
44
Increased
163
Reduced
157
Closed
28
Calls
$2.4M
Puts
$819K
Net Calls
+$1.58M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
176
SignalPoint Asset Management
Missouri
$1.59M -$2.85M -33,735 -64%
IFA
177
Interactive Financial Advisors
Illinois
$1.57M -$51.2K -606 -3%
IHL
178
Investment House LLC
California
$1.54M -$12.7K -150 -0.8%
IA
179
IFP Advisors
Florida
$1.54M +$2.28K +27 +0.1%
AFIA
180
America First Investment Advisors
Nebraska
$1.53M +$19.3K +228 +1%
Invesco
181
Invesco
Georgia
$1.49M +$79K +934 +6%
FFBTD
182
First Financial Bank - Trust Division
Ohio
$1.48M -$31.8K -376 -2%
BWAM
183
Boyd Watterson Asset Management
Ohio
$1.46M -$47.3K -560 -3%
M&T Bank
184
M&T Bank
New York
$1.42M -$244K -2,886 -15%
PFA
185
Pure Financial Advisors
California
$1.41M +$231K +2,737 +20%
LFAS
186
Level Four Advisory Services
Texas
$1.41M +$4.57K +54 +0.3%
Natixis Advisors
187
Natixis Advisors
Massachusetts
$1.39M -$81.6K -965 -6%
AA
188
Alesco Advisors
New York
$1.39M -$201K -2,380 -13%
BAM
189
Belpointe Asset Management
Nevada
$1.37M +$1.37M +16,219 New
TM
190
Tiger Management
New York
$1.37M
Truist Financial
191
Truist Financial
North Carolina
$1.35M -$138K -1,633 -9%
AF
192
Arrow Financial
New York
$1.35M -$31.3K -370 -2%
MHS
193
M Holdings Securities
Oregon
$1.33M +$46.9K +555 +4%
IIC
194
Integrated Investment Consultants
Michigan
$1.32M
CM
195
Cornerstone Management
Georgia
$1.31M +$147K +1,744 +13%
SFG
196
SNS Financial Group
Minnesota
$1.3M -$172K -2,038 -12%
Wolverine Trading
197
Wolverine Trading
Illinois
$1.27M -$1.87M -22,104 -59%
RVPG
198
Relative Value Partners Group
$1.27M +$999K +11,821 +366%
NPC
199
National Planning Corporation
California
$1.26M -$229K -2,709 -15%
FFS
200
Founders Financial Securities
Maryland
$1.25M +$90.3K +1,068 +8%

SHY Hedge Fund Activity: Q3 2017 in Review

445 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2017, worth a combined $5.06B — down 0.74% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SHY positions and 28 closed out — a net gain of 16 holders — while 163 added to existing stakes and 157 trimmed.

The largest buyer was Bank of America, adding an estimated $174M. The largest seller was Ameriprise, cutting an estimated $145M.

  • 445 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2017, up from 434 in Q2 2017.
  • Funds reported $5.06B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2017, down 0.74% quarter-over-quarter.
  • 44 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2017 and 28 closed out, a net change of +16 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2017 was Bank of America, an estimated $174M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2017 was Ameriprise, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2017.