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 49 funds opening new positions, 121 increasing their positions, 197 reducing their positions, and 42 closing their positions.
17% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 42
0% less funds holding
Funds holding: 433 → 432 (-1)
3.51% less ownership
Funds ownership: 51.13% → 47.63% (-3.5%)
5% less funds holding in top 10
Funds holding in top 10: 37 → 35 (-2)
6% less capital invested
Capital invested by funds: $5.58B → $5.26B (-$319M)
39% less repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 197
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$304M |
| 2 |
MAM
Meeder Asset Management
Dublin,
Ohio
|
+$29.8M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$28.3M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$18.9M |
| 5 |
JP Morgan Chase
New York
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FI
FormulaFolio Investments
Grand Rapids,
Michigan
|
-$91M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
-$80.8M |
| 3 |
Morgan Stanley
New York
|
-$80.8M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$77.3M |
| 5 |
AssetMark Inc
Concord,
California
|
-$71.3M |
SHY Hedge Fund Activity: Q1 2017 in Review
432 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2017, worth a combined $5.26B — down 5.7% from $5.58B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new SHY positions and 42 closed out — a net gain of 7 holders — while 121 added to existing stakes and 197 trimmed.
The largest buyer was BlackRock, adding an estimated $304M. The largest seller was FormulaFolio Investments, cutting an estimated $91M.
- 432 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2017, down from 433 in Q4 2016.
- Funds reported $5.26B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2017, down 5.7% quarter-over-quarter.
- 49 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2017 and 42 closed out, a net change of +7 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2017 was BlackRock, an estimated $304M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2017 was FormulaFolio Investments, an estimated $91M sold.
Based on aggregated 13F filings for Q1 2017.