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iShares 1-3 Year Treasury Bond ETF

764 hedge funds and large institutions have $10.7B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 246 increasing their positions, 275 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 53

13% more funds holding in top 10

Funds holding in top 10: 7079 (+9)

11% more funds holding

Funds holding: 686764 (+78)

0.06% less ownership

Funds ownership: 60.65%60.6% (-0.06%)

0% less capital invested

Capital invested by funds: $10.8B → $10.7B (-$49.1M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 275

93% less call options, than puts

Call options by funds: $36.6M | Put options by funds: $547M

Holders
764
Holders Change
+78
Holders Change %
+11.37%
% of All Funds
15.05%
Holding in Top 10
79
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+12.86%
% of All Funds
1.56%
New
140
Increased
246
Reduced
275
Closed
53
Calls
$36.6M
Puts
$547M
Net Calls
-$511M
Net Calls Change
-$66.8M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
176
Tillar-Wenstrup Advisors
Ohio
$5.04M -$1.03M -12,150 -17%
NAM
177
NorthCoast Asset Management
Connecticut
$5.03M -$1.74M -20,542 -26%
PAIM
178
Punch & Associates Investment Management
Minnesota
$4.95M -$5.4M -63,787 -52%
FA
179
Faithward Advisors
Pennsylvania
$4.91M -$8.55M -100,921 -64%
TF
180
TIAA FSB
Florida
$4.89M +$624K +7,367 +15%
TFA
181
Teamwork Financial Advisors
Texas
$4.88M +$4.88M +57,609 New
CFG
182
CKW Financial Group
Hawaii
$4.87M
AFP
183
Ausdal Financial Partners
Iowa
$4.82M +$4.47M +52,702 +1,323%
TSS
184
Two Sigma Securities
New York
$4.73M +$4.74M +55,904 New
SW
185
SVB Wealth
Massachusetts
$4.64M +$3.53M +41,636 +314%
Mercer Global Advisors
186
Mercer Global Advisors
Colorado
$4.59M +$3.95M +46,678 +616%
WB
187
WesBanco Bank
West Virginia
$4.56M -$7.88K -93 -0.2%
CFA
188
Carroll Financial Associates
North Carolina
$4.52M +$1.21M +14,258 +36%
CWP
189
Capital Wealth Planning
Florida
$4.52M -$167K -1,969 -4%
MPW
190
MA Private Wealth
California
$4.5M +$618K +7,291 +16%
CA
191
Cetera Advisors
Colorado
$4.46M +$1.88M +22,139 +72%
Simplex Trading
192
Simplex Trading
Illinois
$4.42M +$4.37M +51,525 +7,382%
FPS
193
Fieldpoint Private Securities
Connecticut
$4.41M +$59.3K +700 +1%
Wolverine Trading
194
Wolverine Trading
Illinois
$4.4M +$4.15M +49,024 +1,657%
MCM
195
Maxim Capital Management
California
$4.36M -$3.72M -43,895 -46%
HNB
196
Huntington National Bank
Ohio
$4.36M
TGAM
197
TBH Global Asset Management
Tennessee
$4.34M +$4.35M +51,330 New
RHP
198
Royal Harbor Partners
Texas
$4.32M +$4.32M +51,012 New
SCM
199
Stordahl Capital Management
Colorado
$4.31M +$266K +3,134 +7%
AIM
200
Alhambra Investment Management
Florida
$4.29M +$4.3M +50,704 New

SHY Hedge Fund Activity: Q4 2019 in Review

764 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2019, worth a combined $10.7B — down 0.45% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new SHY positions and 53 closed out — a net gain of 87 holders — while 246 added to existing stakes and 275 trimmed.

The largest buyer was Matson Money Inc, opening a new position worth an estimated $108M. The largest seller was BlackRock, cutting an estimated $82.6M.

  • 764 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2019, up from 686 in Q3 2019.
  • Funds reported $10.7B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2019, down 0.45% quarter-over-quarter.
  • 140 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2019 and 53 closed out, a net change of +87 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2019 was Matson Money Inc, an estimated $108M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2019 was BlackRock, an estimated $82.6M sold.

Based on aggregated 13F filings for Q4 2019.