We are live on ! Find out more
SHY icon

iShares 1-3 Year Treasury Bond ETF

432 hedge funds and large institutions have $5.26B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 120 increasing their positions, 197 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 42

0% more funds holding

Funds holding: 432432 (0)

3.75% less ownership

Funds ownership: 51.37%47.63% (-3.7%)

5% less funds holding in top 10

Funds holding in top 10: 3735 (-2)

6% less capital invested

Capital invested by funds: $5.61B → $5.26B (-$345M)

39% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 197

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.2M

Holders
432
Holders Change
Holders Change %
0%
% of All Funds
10.75%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.87%
New
50
Increased
120
Reduced
197
Closed
42
Calls
Puts
$1.2M
Net Calls
-$1.2M
Net Calls Change
-$904K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$680M -$63.4M -750,632 -9%
TAIM
2
TD Ameritrade Investment Management
Nebraska
$402M +$14.6M +172,746 +4%
Ameriprise
3
Ameriprise
Minnesota
$336M +$28.3M +335,471 +9%
Morgan Stanley
4
Morgan Stanley
New York
$334M -$80.8M -956,561 -19%
BlackRock
5
BlackRock
New York
$311M +$304M +3,597,010 +4,362%
UBS Group
6
UBS Group
Switzerland
$298M -$25.2M -298,451 -8%
Wells Fargo
7
Wells Fargo
California
$258M -$77.3M -915,078 -23%
Members Trust
8
Members Trust
Florida
$214M +$214M +2,529,282 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$152M +$886K +10,490 +0.6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$99.8M +$14.3M +168,915 +17%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$84.7M -$4.28M -50,642 -5%
FI
12
FormulaFolio Investments
Michigan
$69.5M -$91M -1,077,952 -57%
VIM
13
VCU Investment Management
Virginia
$68.1M -$4.07M -48,221 -6%
PPA
14
Parametric Portfolio Associates
Washington
$56.7M +$6.02M +71,296 +12%
JFA
15
JNBA Financial Advisors
Minnesota
$55.9M +$4.17M +49,421 +8%
HA
16
Hays Advisory
Tennessee
$55.8M -$9.11M -107,830 -14%
VA
17
Valmark Advisers
Ohio
$52.3M +$771K +9,129 +1%
Stifel Financial
18
Stifel Financial
Missouri
$51M -$4.17M -49,416 -8%
IA
19
IndexIQ Advisors
New York
$48.5M -$31.8M -376,349 -40%
Goldman Sachs
20
Goldman Sachs
New York
$47.2M +$6.54M +77,474 +16%
UCFA
21
United Capital Financial Advisors
Texas
$44.8M -$1.05M -12,427 -2%
AssetMark Inc
22
AssetMark Inc
California
$43.8M -$71.3M -843,833 -62%
Millennium Management
23
Millennium Management
New York
$40M -$8.47M -100,319 -17%
MAM
24
Meeder Asset Management
Ohio
$36.7M +$29.8M +353,060 +437%
MLM
25
Mount Lucas Management
Pennsylvania
$35.5M -$9.35M -110,691 -21%