iShares 1-3 Year Treasury Bond ETF
342 hedge funds and large institutions have $3.71B invested in iShares 1-3 Year Treasury Bond ETF in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 156 reducing their positions, and 30 closing their positions.
3% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 30
0% more funds holding
Funds holding: 342 → 342 (0)
19% less funds holding in top 10
Funds holding in top 10: 31 → 25 (-6)
31% less repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 156
53% less capital inflows, than outflows
Capital inflows: $308M | Capital outflows: $660M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock Institutional Trust
San Francisco,
California
|
+$47.5M |
| 2 |
Morgan Stanley
New York
|
+$45.9M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$19M |
| 4 |
New Harbor Financial Group
Worcester,
Massachusetts
|
+$14.5M |
| 5 |
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
|
+$9.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Curian Capital
Denver,
Colorado
|
-$145M |
| 2 |
Stephens Inc
Little Rock,
Arkansas
|
-$54.3M |
| 3 |
First Horizon Advisors
Memphis,
Tennessee
|
-$51.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$34.6M |
| 5 |
Bank of New York Mellon
New York
|
-$33.9M |
SHY Hedge Fund Activity: Q1 2014 in Review
342 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2014, worth a combined $3.71B — down 9% from $4.07B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SHY positions and 30 closed out — a net gain of 1 holder — while 107 added to existing stakes and 156 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $47.5M. The largest seller was Curian Capital, cutting an estimated $145M.
- 342 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $3.71B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2014, down 9% quarter-over-quarter.
- 31 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2014 and 30 closed out, a net change of +1 holder.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2014 was BlackRock Institutional Trust, an estimated $47.5M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2014 was Curian Capital, an estimated $145M sold.
Based on aggregated 13F filings for Q1 2014.