iShares 1-3 Year Treasury Bond ETF
420 hedge funds and large institutions have $5.9B invested in iShares 1-3 Year Treasury Bond ETF in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 137 increasing their positions, 164 reducing their positions, and 25 closing their positions.
64% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 25
9% more capital invested
Capital invested by funds: $5.44B → $5.9B (+$468M)
2% more funds holding
Funds holding: 410 → 420 (+10)
1.8% more ownership
Funds ownership: 54.06% → 55.86% (+1.8%)
3% less funds holding in top 10
Funds holding in top 10: 35 → 34 (-1)
16% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 164
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$415M |
| 2 |
HIM
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
+$302M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$61.1M |
| 4 |
AssetMark Inc
Concord,
California
|
+$58.1M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
+$30M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$73.7M |
| 2 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$65.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$59.6M |
| 4 |
Morgan Stanley
New York
|
-$46.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$44.8M |
SHY Hedge Fund Activity: Q3 2016 in Review
420 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2016, worth a combined $5.9B — up 8.6% from $5.44B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SHY positions and 25 closed out — a net gain of 16 holders — while 137 added to existing stakes and 164 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $415M. The largest seller was Wells Fargo, cutting an estimated $73.7M.
- 420 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2016, up from 410 in Q2 2016.
- Funds reported $5.9B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2016, up 8.6% quarter-over-quarter.
- 41 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2016 and 25 closed out, a net change of +16 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2016 was Royal Bank of Canada, an estimated $415M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2016 was Wells Fargo, an estimated $73.7M sold.
Based on aggregated 13F filings for Q3 2016.