iShares 1-3 Year Treasury Bond ETF
847 hedge funds and large institutions have $14.2B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 324 increasing their positions, 293 reducing their positions, and 71 closing their positions.
69% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 71
11% more repeat investments, than reductions
Existing positions increased: 324 | Existing positions reduced: 293
5% more funds holding
Funds holding: 804 → 847 (+43)
1.21% more ownership
Funds ownership: 61.6% → 62.81% (+1.2%)
6% less capital invested
Capital invested by funds: $15.1B → $14.2B (-$908M)
10% less funds holding in top 10
Funds holding in top 10: 124 → 112 (-12)
91% less call options, than puts
Call options by funds: $21.1M | Put options by funds: $224M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$268M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$86.7M |
| 3 |
Barclays
London,
United Kingdom
|
+$81.8M |
| 4 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
+$76.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$76.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$318M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$151M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$131M |
| 4 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$101M |
| 5 |
FEM
Fulcrum Equity Management
Plano,
Texas
|
-$101M |
SHY Hedge Fund Activity: Q2 2020 in Review
847 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2020, worth a combined $14.2B — down 6% from $15.1B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new SHY positions and 71 closed out — a net gain of 49 holders — while 324 added to existing stakes and 293 trimmed.
The largest buyer was BlackRock, adding an estimated $268M. The largest seller was AssetMark Inc, cutting an estimated $318M.
- 847 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2020, up from 804 in Q1 2020.
- Funds reported $14.2B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2020, down 6% quarter-over-quarter.
- 120 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2020 and 71 closed out, a net change of +49 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2020 was BlackRock, an estimated $268M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2020 was AssetMark Inc, an estimated $318M sold.
Based on aggregated 13F filings for Q2 2020.