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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
PAG
201
Private Advisory Group
Washington
$4.27M -$1.34M -15,856 -24%
HFS
202
Howard Financial Services
Texas
$4.26M -$2.47M -29,109 -37%
LWM
203
Lyons Wealth Management
Florida
$4.25M -$953K -11,250 -18%
NCM
204
Nelson Capital Management
California
$4.21M +$4.21M +49,716 New
DLHL
205
Donald L. Hagan LLC
Florida
$4.17M -$4.09M -48,332 -50%
Prudential Financial
206
Prudential Financial
New Jersey
$4.17M -$9.91K -117 -0.2%
SIA
207
SeaBridge Investment Advisors
New Jersey
$4.09M -$788K -9,300 -16%
DCM
208
Dimension Capital Management
Florida
$4.08M +$4.41K +52 +0.1%
MWM
209
MinichMacGregor Wealth Management
New York
$4.08M -$150K -1,766 -4%
RAM
210
Riggs Asset Management
Pennsylvania
$4.03M -$876K -10,339 -18%
IIA
211
IPG Investment Advisors
California
$4M +$1.12M +13,173 +39%
BRWA
212
B. Riley Wealth Advisors
Florida
$3.95M -$30.8K -363 -0.8%
CGI
213
Cougar Global Investments
Ontario, Canada
$3.94M +$74.4K +878 +2%
Citadel Advisors
214
Citadel Advisors
Florida
$3.9M -$58.1M -685,849 -94%
CWM
215
Connecticut Wealth Management
Connecticut
$3.82M +$11.4K +134 +0.3%
FAIM
216
Financial Advocates Investment Management
Washington
$3.76M +$1.02M +12,020 +37%
AWM
217
Alterna Wealth Management
Texas
$3.75M +$44K +519 +1%
JWM
218
Jupiter Wealth Management
Colorado
$3.67M +$83.5K +985 +2%
SWM
219
SigFig Wealth Management
California
$3.65M +$225K +2,655 +7%
MWM
220
Moulton Wealth Management
Washington
$3.62M +$3.62M +42,745 New
UIA
221
UBP Investment Advisors
Switzerland
$3.61M -$2.2K -26 -0.1%
TP
222
Third Point
New York
$3.58M +$250K +2,945 +7%
CIC
223
Carnegie Investment Counsel
Ohio
$3.55M -$29.7K -351 -0.8%
WIA
224
World Investment Advisors
California
$3.48M -$3.53M -41,664 -50%
LWM
225
Lenox Wealth Management
Ohio
$3.38M -$1.38M -16,318 -29%

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.