iShares 1-3 Year Treasury Bond ETF
656 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 230 increasing their positions, 153 reducing their positions, and 50 closing their positions.
266% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 50
177% more funds holding in top 10
Funds holding in top 10: 31 → 86 (+55)
73% more capital invested
Capital invested by funds: $8.69B → $15.1B (+$6.39B)
50% more repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 153
24% more funds holding
Funds holding: 530 → 656 (+126)
14.05% more ownership
Funds ownership: 58.98% → 73.03% (+14%)
87% less call options, than puts
Call options by funds: $28.4M | Put options by funds: $221M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$1.17B |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$739M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$529M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$433M |
| 5 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$383M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$207M |
| 2 |
LMGAM
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
-$170M |
| 3 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$85.7M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$52.1M |
| 5 |
VIM
VCU Investment Management
Richmond,
Virginia
|
-$24.2M |
SHY Hedge Fund Activity: Q4 2018 in Review
656 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2018, worth a combined $15.1B — up 73% from $8.69B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new SHY positions and 50 closed out — a net gain of 133 holders — while 230 added to existing stakes and 153 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $1.17B. The largest seller was BlackRock, cutting an estimated $207M.
- 656 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2018, up from 530 in Q3 2018.
- Funds reported $15.1B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2018, up 73% quarter-over-quarter.
- 183 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2018 and 50 closed out, a net change of +133 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $1.17B added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2018 was BlackRock, an estimated $207M sold.
Based on aggregated 13F filings for Q4 2018.