We are live on ! Find out more
SHY icon

iShares 1-3 Year Treasury Bond ETF

445 hedge funds and large institutions have $5.06B invested in iShares 1-3 Year Treasury Bond ETF in 2017 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 163 increasing their positions, 157 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $819K

57% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 28

3% more funds holding

Funds holding: 434445 (+11)

4% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 157

0.08% more ownership

Funds ownership: 45.1%45.18% (+0.08%)

1% less capital invested

Capital invested by funds: $5.1B → $5.06B (-$37.9M)

16% less funds holding in top 10

Funds holding in top 10: 3126 (-5)

Holders
445
Holders Change
+11
Holders Change %
+2.53%
% of All Funds
11.09%
Holding in Top 10
26
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-16.13%
% of All Funds
0.65%
New
44
Increased
163
Reduced
157
Closed
28
Calls
$2.4M
Puts
$819K
Net Calls
+$1.58M
Net Calls Change
+$4.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$820M +$174M +2,055,603 +27%
Ameriprise
2
Ameriprise
Minnesota
$370M -$145M -1,710,355 -28%
UBS Group
3
UBS Group
Switzerland
$335M +$23.1M +272,637 +7%
BlackRock
4
BlackRock
New York
$328M +$1.48M +17,447 +0.5%
Morgan Stanley
5
Morgan Stanley
New York
$324M +$12.3M +145,849 +4%
Members Trust
6
Members Trust
Florida
$221M +$4.26M +50,327 +2%
Wells Fargo
7
Wells Fargo
California
$168M -$22M -259,893 -12%
TAIM
8
TD Ameritrade Investment Management
Nebraska
$125M -$4.15M -49,128 -3%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$123M -$9.16M -108,323 -7%
PPA
10
Parametric Portfolio Associates
Washington
$106M +$217K +2,566 +0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$100M +$3.63M +42,918 +4%
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$92.7M +$6.7M +79,248 +8%
Stifel Financial
13
Stifel Financial
Missouri
$64.5M +$16.5M +195,121 +34%
AA
14
Acorns Advisers
California
$63.1M +$61.5M +727,244 +3,729%
HA
15
Hays Advisory
Tennessee
$61M -$16.2M -191,705 -21%
VA
16
Valmark Advisers
Ohio
$53.6M +$793K +9,381 +2%
ECM
17
Evergreen Capital Management
Washington
$47.9M +$45.5M +537,646 +1,835%
IA
18
IndexIQ Advisors
New York
$47.5M +$31.1M +367,479 +188%
PI
19
PineBridge Investments
New York
$41.9M +$8.2M +97,000 +24%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$41.1M +$2.86M +33,869 +7%
AssetMark Inc
21
AssetMark Inc
California
$39.1M +$2.63M +31,112 +7%
Millennium Management
22
Millennium Management
New York
$38.1M +$1.5M +17,773 +4%
PSUF
23
People's United Financial
Connecticut
$35.7M -$638K -7,543 -2%
JP Morgan Chase
24
JP Morgan Chase
New York
$33.5M +$1.54M +18,170 +5%
LPL Financial
25
LPL Financial
California
$33M +$1.3M +15,396 +4%

SHY Hedge Fund Activity: Q3 2017 in Review

445 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2017, worth a combined $5.06B — down 0.74% from $5.1B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SHY positions and 28 closed out — a net gain of 16 holders — while 163 added to existing stakes and 157 trimmed.

The largest buyer was Bank of America, adding an estimated $174M. The largest seller was Ameriprise, cutting an estimated $145M.

  • 445 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2017, up from 434 in Q2 2017.
  • Funds reported $5.06B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2017, down 0.74% quarter-over-quarter.
  • 44 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2017 and 28 closed out, a net change of +16 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2017 was Bank of America, an estimated $174M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2017 was Ameriprise, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2017.