SHY icon

iShares 1-3 Year Treasury Bond ETF

1,090 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 401 increasing their positions, 441 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+15
Holders Change %
+1.4%
% of All Funds
15.77%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.01%
New
107
Increased
401
Reduced
441
Closed
80
Calls
$37.5M
Puts
$16.3M
Net Calls
+$21.3M
Net Calls Change
+$417K
Name Holding Trade Value Shares
Change
Shares
Change %
KPWG
301
KFA Private Wealth Group
Virginia
$4.14M -$811K -9,757 -16%
IHL
302
Investment House LLC
California
$4.12M +$3.87M +46,601 +1,586%
ODIJL
303
One Day In July LLC
Vermont
$4.08M +$130K +1,568 +3%
SYBT
304
Stock Yards Bank & Trust
Kentucky
$4.06M +$587K +7,058 +17%
WCP
305
Wick Capital Partners
Pennsylvania
$4.04M -$296K -3,564 -7%
EP
306
Essential Planning
New Hampshire
$4.01M -$37K -445 -0.9%
MCC
307
Money Concepts Capital
Florida
$3.99M -$19.2K -231 -0.5%
BPA
308
Beacon Pointe Advisors
California
$3.96M -$833K -10,014 -17%
CFP
309
Cascade Financial Partners
California
$3.92M +$582K +7,061 +17%
AG
310
Ascent Group
Virginia
$3.91M -$2.41M -28,986 -38%
AWM
311
Angeles Wealth Management
California
$3.9M -$11.5M -138,417 -75%
PA
312
Parallel Advisors
California
$3.88M -$265K -3,190 -6%
CFG
313
Citizens Financial Group
Rhode Island
$3.88M -$55.9K -672 -1%
PPP
314
Private Portfolio Partners
New Jersey
$3.85M +$3.85M +46,318 New
HW
315
Hamilton Wealth
California
$3.83M -$846K -10,169 -18%
MWM
316
MinichMacGregor Wealth Management
New York
$3.79M -$38.4K -462 -1%
Schroder Investment Management Group
317
Schroder Investment Management Group
United Kingdom
$3.77M -$4.54M -54,537 -55%
MCP
318
Martin Capital Partners
Oregon
$3.75M -$477K -5,732 -11%
SPIA
319
Steward Partners Investment Advisory
New York
$3.74M -$340K -4,095 -8%
TPWA
320
TRUE Private Wealth Advisors
Oregon
$3.72M -$3.69M -44,382 -50%
TDWM
321
Topel & Distasi Wealth Management
California
$3.71M +$62.6K +753 +2%
AWM
322
Axxcess Wealth Management
California
$3.69M -$1.66M -19,992 -31%
RIA
323
Regal Investment Advisors
Michigan
$3.67M +$80.5K +968 +2%
Jones Financial Companies
324
Jones Financial Companies
Missouri
$3.62M +$2.3M +27,564 +173%
PPH
325
Pure Portfolios Holdings
Oregon
$3.54M +$3.54M +42,532 New