iShares 1-3 Year Treasury Bond ETF
904 hedge funds and large institutions have $11.9B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q4 according to their latest regulatory filings, with 142 funds opening new positions, 297 increasing their positions, 343 reducing their positions, and 77 closing their positions.
84% more first-time investments, than exits
New positions opened: 142 | Existing positions closed: 77
6% more funds holding
Funds holding: 855 → 904 (+49)
1.95% less ownership
Funds ownership: 62.75% → 60.8% (-1.9%)
6% less funds holding in top 10
Funds holding in top 10: 93 → 87 (-6)
11% less capital invested
Capital invested by funds: $13.4B → $11.9B (-$1.5B)
13% less repeat investments, than reductions
Existing positions increased: 297 | Existing positions reduced: 343
81% less call options, than puts
Call options by funds: $31.8M | Put options by funds: $170M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$235M |
| 2 |
PI
PineBridge Investments
New York
|
+$53M |
| 3 |
Members Trust
Tampa,
Florida
|
+$50.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$38.3M |
| 5 |
Goldman Sachs
New York
|
+$35.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$561M |
| 2 |
RBA
Richard Bernstein Advisors
New York
|
-$266M |
| 3 |
MLM
Mount Lucas Management
Newtown,
Pennsylvania
|
-$131M |
| 4 |
FM
Forward Management
San Francisco,
California
|
-$100M |
| 5 |
JP Morgan Chase
New York
|
-$81.9M |
SHY Hedge Fund Activity: Q4 2020 in Review
904 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2020, worth a combined $11.9B — down 11% from $13.4B a quarter earlier.
Buyers outnumbered sellers: 142 funds opened new SHY positions and 77 closed out — a net gain of 65 holders — while 297 added to existing stakes and 343 trimmed.
The largest buyer was BlackRock, adding an estimated $235M. The largest seller was Bank of America, cutting an estimated $561M.
- 904 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2020, up from 855 in Q3 2020.
- Funds reported $11.9B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2020, down 11% quarter-over-quarter.
- 142 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2020 and 77 closed out, a net change of +65 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2020 was BlackRock, an estimated $235M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2020 was Bank of America, an estimated $561M sold.
Based on aggregated 13F filings for Q4 2020.