iShares 1-3 Year Treasury Bond ETF
679 hedge funds and large institutions have $11B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 277 increasing their positions, 239 reducing their positions, and 60 closing their positions.
3,073% more call options, than puts
Call options by funds: $320M | Put options by funds: $10.1M
20% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 60
16% more repeat investments, than reductions
Existing positions increased: 277 | Existing positions reduced: 239
0% more funds holding
Funds holding: 676 → 679 (+3)
9.14% less ownership
Funds ownership: 70.94% → 61.79% (-9.1%)
10% less funds holding in top 10
Funds holding in top 10: 71 → 64 (-7)
25% less capital invested
Capital invested by funds: $14.6B → $11B (-$3.65B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$356M |
| 2 |
Jane Street
New York
|
+$262M |
| 3 |
LPL Financial
San Diego,
California
|
+$105M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$98.9M |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
+$55.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$3.61B |
| 2 |
DF
Donoghue Forlines
Boston,
Massachusetts
|
-$218M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$217M |
| 4 |
AssetMark Inc
Concord,
California
|
-$130M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$111M |
SHY Hedge Fund Activity: Q2 2019 in Review
679 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2019, worth a combined $11B — down 25% from $14.6B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new SHY positions and 60 closed out — a net gain of 12 holders — while 277 added to existing stakes and 239 trimmed.
The largest buyer was Bank of America, adding an estimated $356M. The largest seller was JP Morgan Chase, cutting an estimated $3.61B.
- 679 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2019, up from 676 in Q1 2019.
- Funds reported $11B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2019, down 25% quarter-over-quarter.
- 72 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2019 and 60 closed out, a net change of +12 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2019 was Bank of America, an estimated $356M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2019 was JP Morgan Chase, an estimated $3.61B sold.
Based on aggregated 13F filings for Q2 2019.