iShares 1-3 Year Treasury Bond ETF
686 hedge funds and large institutions have $10.8B invested in iShares 1-3 Year Treasury Bond ETF in 2019 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 271 increasing their positions, 227 reducing their positions, and 66 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 271 | Existing positions reduced: 227
17% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 66
9% more funds holding in top 10
Funds holding in top 10: 64 → 70 (+6)
1% more funds holding
Funds holding: 679 → 686 (+7)
1% less capital invested
Capital invested by funds: $10.9B → $10.8B (-$148M)
1.14% less ownership
Funds ownership: 61.79% → 60.65% (-1.1%)
93% less call options, than puts
Call options by funds: $31.4M | Put options by funds: $475M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$57.4M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$45.7M |
| 3 |
AssetMark Inc
Concord,
California
|
+$43M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$36.8M |
| 5 |
Morgan Stanley
New York
|
+$31.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$181M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$103M |
| 3 |
HSBC Holdings
London,
United Kingdom
|
-$98.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$68.8M |
| 5 |
HCM
Howard Capital Management
Roswell,
Georgia
|
-$48.2M |
SHY Hedge Fund Activity: Q3 2019 in Review
686 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2019, worth a combined $10.8B — down 1.4% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new SHY positions and 66 closed out — a net gain of 11 holders — while 271 added to existing stakes and 227 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $57.4M. The largest seller was Jane Street, cutting an estimated $181M.
- 686 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2019, up from 679 in Q2 2019.
- Funds reported $10.8B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2019, down 1.4% quarter-over-quarter.
- 77 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2019 and 66 closed out, a net change of +11 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2019 was Citadel Advisors, an estimated $57.4M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2019 was Jane Street, an estimated $181M sold.
Based on aggregated 13F filings for Q3 2019.