iShares 1-3 Year Treasury Bond ETF
519 hedge funds and large institutions have $5.59B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 145 increasing their positions, 192 reducing their positions, and 39 closing their positions.
980% more call options, than puts
Call options by funds: $3.26M | Put options by funds: $302K
197% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 39
38% more funds holding in top 10
Funds holding in top 10: 26 → 36 (+10)
17% more funds holding
Funds holding: 445 → 519 (+74)
10% more capital invested
Capital invested by funds: $5.06B → $5.59B (+$523M)
3.7% more ownership
Funds ownership: 45.18% → 48.88% (+3.7%)
24% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 192
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$204M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$168M |
| 3 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
+$137M |
| 4 |
BlackRock
New York
|
+$133M |
| 5 |
VIM
VCU Investment Management
Richmond,
Virginia
|
+$53.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$230M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$72.9M |
| 3 |
IA
IndexIQ Advisors
New York
|
-$47.5M |
| 4 |
HA
Hays Advisory
Franklin,
Tennessee
|
-$40.1M |
| 5 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$23M |
SHY Hedge Fund Activity: Q4 2017 in Review
519 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2017, worth a combined $5.59B — up 10% from $5.06B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new SHY positions and 39 closed out — a net gain of 77 holders — while 145 added to existing stakes and 192 trimmed.
The largest buyer was State Street, opening a new position worth an estimated $204M. The largest seller was Bank of America, cutting an estimated $230M.
- 519 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2017, up from 445 in Q3 2017.
- Funds reported $5.59B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2017, up 10% quarter-over-quarter.
- 116 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2017 and 39 closed out, a net change of +77 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2017 was State Street, an estimated $204M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2017 was Bank of America, an estimated $230M sold.
Based on aggregated 13F filings for Q4 2017.