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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
GXMC
201
Global X Management Company
New York
$1.25M +$1.25M +14,817 New
OIA
202
Optimum Investment Advisors
Illinois
$1.25M -$14.7K -174 -1%
SCI
203
Stableford Capital II
Arizona
$1.21M +$736K +8,700 +155%
RVM
204
Robinson Value Management
Texas
$1.21M +$67.2K +795 +6%
William Blair & Company
205
William Blair & Company
Illinois
$1.2M +$201K +2,380 +20%
CS
206
Comerica Securities
Michigan
$1.2M -$75.8K -896 -6%
MAS
207
Madden Advisory Services
Florida
$1.2M +$12.2K +144 +1%
AB
208
AT Bancorp
Iowa
$1.19M -$3.21K -38 -0.3%
MFW
209
Mosaic Family Wealth
Missouri
$1.16M
AFG
210
Arkansas Financial Group
Arkansas
$1.15M +$7.1K +84 +0.6%
DPI
211
Diversified Portfolios Inc
Michigan
$1.14M -$680K -8,046 -37%
TNB
212
Thomasville National Bank
Georgia
$1.1M
TFF
213
The Family Firm
Maryland
$1.1M +$267K +3,159 +32%
TIM
214
Tortoise Investment Management
New York
$1.09M +$480K +5,675 +78%
Axa
215
Axa
France
$1.08M +$143K +1,690 +15%
BIAS
216
Beacon Investment Advisory Services
New Jersey
$1.05M +$1.05M +12,390 New
WIC
217
Whitegate Investment Counselors
New Hampshire
$1.04M -$9.89K -117 -0.9%
HL
218
HeadInvest LLC
Maine
$1.03M -$19.8K -234 -2%
GWM
219
Geneos Wealth Management
Colorado
$1.01M -$2.54K -30 -0.2%
FWIA
220
Fort Washington Investment Advisors
Ohio
$1M +$338K +4,000 +51%
WCM
221
Wealthcare Capital Management
Virginia
$1M
HH
222
Hilltop Holdings
Texas
$982K -$2.28M -26,960 -70%
AP
223
Appleton Partners
Massachusetts
$974K -$242K -2,865 -20%
AMG
224
Asset Management Group
Connecticut
$934K -$22K -260 -2%
FMW
225
Farr Miller & Washington
District of Columbia
$931K +$15.3K +181 +2%

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.