iShares 1-3 Year Treasury Bond ETF
1,105 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 375 increasing their positions, 483 reducing their positions, and 95 closing their positions.
453% more call options, than puts
Call options by funds: $46.3M | Put options by funds: $8.37M
6% more first-time investments, than exits
New positions opened: 101 | Existing positions closed: 95
1% less funds holding
Funds holding: 1,119 → 1,105 (-14)
10.02% less ownership
Funds ownership: 87.5% → 77.48% (-10%)
12% less funds holding in top 10
Funds holding in top 10: 97 → 85 (-12)
14% less capital invested
Capital invested by funds: $22.5B → $19.3B (-$3.25B)
22% less repeat investments, than reductions
Existing positions increased: 375 | Existing positions reduced: 483
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$478M |
| 2 |
AssetMark Inc
Concord,
California
|
+$350M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$85.5M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$80M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.46B |
| 2 |
JP Morgan Chase
New York
|
-$1.01B |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$221M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$71.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$69.3M |
SHY Hedge Fund Activity: Q1 2024 in Review
1,105 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2024, worth a combined $19.3B — down 14% from $22.5B a quarter earlier.
Buyers outnumbered sellers: 101 funds opened new SHY positions and 95 closed out — a net gain of 6 holders — while 375 added to existing stakes and 483 trimmed.
The largest buyer was BlackRock, adding an estimated $478M. The largest seller was Morgan Stanley, cutting an estimated $2.46B.
- 1,105 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2024, down from 1,119 in Q4 2023.
- Funds reported $19.3B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
- 101 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2024 and 95 closed out, a net change of +6 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2024 was BlackRock, an estimated $478M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.46B sold.
Based on aggregated 13F filings for Q1 2024.