iShares 1-3 Year Treasury Bond ETF
359 hedge funds and large institutions have $3.79B invested in iShares 1-3 Year Treasury Bond ETF in 2015 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 153 reducing their positions, and 35 closing their positions.
2.89% more ownership
Funds ownership: 45.75% → 48.63% (+2.9%)
3% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 35
0% more capital invested
Capital invested by funds: $3.79B → $3.79B (+$2.46M)
1% less funds holding
Funds holding: 363 → 359 (-4)
23% less funds holding in top 10
Funds holding in top 10: 30 → 23 (-7)
31% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 153
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$56.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$40.1M |
| 3 |
I2I
Insight 2811 Inc
Chicago,
Illinois
|
+$39.5M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$22.5M |
| 5 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$17.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
-$55.6M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$32.8M |
| 3 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$26.2M |
| 4 |
AssetMark Inc
Concord,
California
|
-$20.6M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$12M |
SHY Hedge Fund Activity: Q1 2015 in Review
359 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2015, worth a combined $3.79B — up 0.07% from $3.79B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SHY positions and 35 closed out — a net gain of 1 holder — while 106 added to existing stakes and 153 trimmed.
The largest buyer was Wells Fargo, adding an estimated $56.5M. The largest seller was WBI Investments, exiting entirely with an estimated $55.6M sold.
- 359 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2015, down from 363 in Q4 2014.
- Funds reported $3.79B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2015, up 0.07% quarter-over-quarter.
- 36 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2015 and 35 closed out, a net change of +1 holder.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2015 was Wells Fargo, an estimated $56.5M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2015 was WBI Investments, an estimated $55.6M sold.
Based on aggregated 13F filings for Q1 2015.