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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
OIA
201
Optimum Investment Advisors
Illinois
$1.26M -$6.76K -80 -0.5%
Franklin Resources
202
Franklin Resources
California
$1.25M +$52.2K +617 +4%
IF
203
Ironwood Financial
Arizona
$1.23M -$80.7K -955 -6%
CCWA
204
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.23M -$677K -8,014 -36%
AP
205
Appleton Partners
Massachusetts
$1.22M -$660K -7,810 -35%
AB
206
AT Bancorp
Iowa
$1.19M +$129K +1,530 +12%
MAS
207
Madden Advisory Services
Florida
$1.19M -$46.6K -551 -4%
PFA
208
Pure Financial Advisors
California
$1.18M +$128K +1,511 +12%
CM
209
Cornerstone Management
Georgia
$1.17M -$40.3K -477 -3%
FFS
210
Founders Financial Securities
Maryland
$1.16M -$852K -10,081 -42%
MFW
211
Mosaic Family Wealth
Missouri
$1.16M
AFG
212
Arkansas Financial Group
Arkansas
$1.15M -$168K -1,993 -13%
RVM
213
Robinson Value Management
Texas
$1.14M +$50.1K +593 +5%
BTS
214
BB&T Securities
Virginia
$1.11M +$423K +5,004 +61%
TNB
215
Thomasville National Bank
Georgia
$1.1M +$112K +1,329 +11%
NWM
216
Northwest Wealth Management
Iowa
$1.07M -$75.7K -896 -7%
HL
217
HeadInvest LLC
Maine
$1.05M -$80.3K -950 -7%
WIC
218
Whitegate Investment Counselors
New Hampshire
$1.05M +$151K +1,789 +17%
HCA
219
Harbour Capital Advisors
Virginia
$1.04M
BRWA
220
B. Riley Wealth Advisors
Florida
$1.04M +$97K +1,147 +10%
GWM
221
Geneos Wealth Management
Colorado
$1.02M -$20.9K -247 -2%
JIC
222
Johnson Investment Counsel
Ohio
$1M +$683K +8,080 +214%
William Blair & Company
223
William Blair & Company
Illinois
$1M -$11.3K -134 -1%
WCM
224
Wealthcare Capital Management
Virginia
$1M +$17.5K +207 +2%
AMG
225
Asset Management Group
Connecticut
$956K +$2.03K +24 +0.2%

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.