iShares 1-3 Year Treasury Bond ETF
1,097 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 106 funds opening new positions, 403 increasing their positions, 443 reducing their positions, and 82 closing their positions.
131% more call options, than puts
Call options by funds: $37.5M | Put options by funds: $16.3M
29% more first-time investments, than exits
New positions opened: 106 | Existing positions closed: 82
6.14% more ownership
Funds ownership: 76.27% → 82.41% (+6.1%)
1% more funds holding
Funds holding: 1,085 → 1,097 (+12)
4% more capital invested
Capital invested by funds: $18.5B → $19.2B (+$668M)
9% less repeat investments, than reductions
Existing positions increased: 403 | Existing positions reduced: 443
10% less funds holding in top 10
Funds holding in top 10: 78 → 70 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$688M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$491M |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$294M |
| 4 |
LPL Financial
San Diego,
California
|
+$98.5M |
| 5 |
Barclays
London,
United Kingdom
|
+$92.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$438M |
| 2 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$237M |
| 3 |
Focus Partners Wealth
Boston,
Massachusetts
|
-$128M |
| 4 |
MMI
Matson Money Inc
Mason,
Ohio
|
-$113M |
| 5 |
CPO
Cerity Partners OCIO
New York
|
-$108M |
SHY Hedge Fund Activity: Q3 2024 in Review
1,097 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2024, worth a combined $19.2B — up 3.6% from $18.5B a quarter earlier.
Buyers outnumbered sellers: 106 funds opened new SHY positions and 82 closed out — a net gain of 24 holders — while 403 added to existing stakes and 443 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $688M. The largest seller was AssetMark Inc, cutting an estimated $438M.
- 1,097 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2024, up from 1,085 in Q2 2024.
- Funds reported $19.2B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2024, up 3.6% quarter-over-quarter.
- 106 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2024 and 82 closed out, a net change of +24 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2024 was Morgan Stanley, an estimated $688M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2024 was AssetMark Inc, an estimated $438M sold.
Based on aggregated 13F filings for Q3 2024.