iShares 1-3 Year Treasury Bond ETF
377 hedge funds and large institutions have $4.71B invested in iShares 1-3 Year Treasury Bond ETF in 2015 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 127 reducing their positions, and 24 closing their positions.
96% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 24
43% more funds holding in top 10
Funds holding in top 10: 23 → 33 (+10)
24% more capital invested
Capital invested by funds: $3.79B → $4.71B (+$915M)
5% more funds holding
Funds holding: 359 → 377 (+18)
4.11% more ownership
Funds ownership: 48.63% → 52.74% (+4.1%)
1% less repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 127
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WI
WBI Investments
Red Bank,
New Jersey
|
+$157M |
| 2 |
IA
IndexIQ Advisors
New York
|
+$115M |
| 3 |
EA
Euclid Advisors
Hartford,
Connecticut
|
+$86.5M |
| 4 |
HA
Hays Advisory
Franklin,
Tennessee
|
+$70.5M |
| 5 |
B
Bailard
Foster City,
California
|
+$58.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$10M |
| 2 |
MIH
Madison Investment Holdings
Madison,
Wisconsin
|
-$9.9M |
| 3 |
Barclays
London,
United Kingdom
|
-$5.1M |
| 4 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$4.51M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$4.13M |
SHY Hedge Fund Activity: Q2 2015 in Review
377 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2015, worth a combined $4.71B — up 24% from $3.79B a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new SHY positions and 24 closed out — a net gain of 23 holders — while 126 added to existing stakes and 127 trimmed.
The largest buyer was WBI Investments, opening a new position worth an estimated $157M. The largest seller was Karpus Investment Management, cutting an estimated $10M.
- 377 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2015, up from 359 in Q1 2015.
- Funds reported $4.71B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2015, up 24% quarter-over-quarter.
- 47 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2015 and 24 closed out, a net change of +23 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2015 was WBI Investments, an estimated $157M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2015 was Karpus Investment Management, an estimated $10M sold.
Based on aggregated 13F filings for Q2 2015.