iShares 1-3 Year Treasury Bond ETF
913 hedge funds and large institutions have $15B invested in iShares 1-3 Year Treasury Bond ETF in 2021 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 289 increasing their positions, 320 reducing their positions, and 77 closing their positions.
123% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 77
13% more capital invested
Capital invested by funds: $13.3B → $15B (+$1.75B)
12% more funds holding in top 10
Funds holding in top 10: 67 → 75 (+8)
9% more funds holding
Funds holding: 835 → 913 (+78)
4.2% more ownership
Funds ownership: 68.86% → 73.06% (+4.2%)
10% less repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 320
64% less call options, than puts
Call options by funds: $47.1M | Put options by funds: $131M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$341M |
| 2 |
JP Morgan Chase
New York
|
+$338M |
| 3 |
Barclays
London,
United Kingdom
|
+$150M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$105M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$135M |
| 2 |
State Street
Boston,
Massachusetts
|
-$119M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$42.9M |
| 4 |
CF
Clarity Financial
Houston,
Texas
|
-$37M |
| 5 |
BBVA
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
-$31.6M |
SHY Hedge Fund Activity: Q4 2021 in Review
913 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2021, worth a combined $15B — up 13% from $13.3B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new SHY positions and 77 closed out — a net gain of 95 holders — while 289 added to existing stakes and 320 trimmed.
The largest buyer was AssetMark Inc, adding an estimated $341M. The largest seller was BlackRock, cutting an estimated $135M.
- 913 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2021, up from 835 in Q3 2021.
- Funds reported $15B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2021, up 13% quarter-over-quarter.
- 172 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2021 and 77 closed out, a net change of +95 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2021 was AssetMark Inc, an estimated $341M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2021 was BlackRock, an estimated $135M sold.
Based on aggregated 13F filings for Q4 2021.