SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

534 hedge funds and large institutions have $7.84B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 194 increasing their positions, 191 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
+11
Holders Change %
+2.1%
% of All Funds
12.24%
Holding in Top 10
37
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+19.35%
% of All Funds
0.85%
New
57
Increased
194
Reduced
191
Closed
39
Calls
$42.7M
Puts
$251M
Net Calls
-$209M
Net Calls Change
+$631M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$971M
2
BlackRock
BlackRock
New York
+$217M
3
Bank of America
Bank of America
North Carolina
+$214M
4
MLM
Mount Lucas Management
Pennsylvania
+$119M
5
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
+$106M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$70.7M
2
VA
Valmark Advisers
Ohio
-$48.7M
3
DF
Donoghue Forlines
Massachusetts
-$28.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$28M
5
ACM
AlphaStar Capital Management
North Carolina
-$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
401
Moors & Cabot
Massachusetts
$255K – – –
AIM
402
Anchor Investment Management
South Carolina
$255K – – –
BAS
403
Brown Advisory Securities
Maryland
$253K -$3.34K -40 -1%
ICM
404
IMS Capital Management
Oregon
$250K -$68.7K -825 -22%
VNA
405
Valley National Advisers
Pennsylvania
$249K – – –
HPWM
406
Highland Private Wealth Management
Washington
$246K +$246K +2,954 New
SP
407
Symmetry Partners
Connecticut
$245K +$245K +2,940 New
Rockefeller Capital Management
408
Rockefeller Capital Management
New York
$237K – – –
MWA
409
MFA Wealth Advisors
Pennsylvania
$236K -$23.1K -277 -9%
FHA
410
Flagship Harbor Advisors
Massachusetts
$234K +$33.1K +397 +16%
PTC
411
Private Trust Company
Ohio
$234K +$234K +2,808 New
BFIM
412
Beese Fulmer Investment Management
Ohio
$233K – – –
CC
413
Cedar Capital
Illinois
$231K -$265K -3,178 -53%
WSFS
414
Wilmington Savings Fund Society
Delaware
$228K +$22.6K +270 +11%
SPIA
415
Steward Partners Investment Advisory
New York
$227K -$144K -1,728 -39%
Chevy Chase Trust
416
Chevy Chase Trust
Maryland
$227K – – –
DWM
417
Destination Wealth Management
California
$226K -$1.86M -22,290 -89%
CAMG
418
CWA Asset Management Group
Florida
$224K -$52.1K -626 -19%
DBIA
419
Dumont & Blake Investment Advisors
New Jersey
$223K -$10.8K -130 -5%
FMP
420
Financial Management Professionals
Texas
$217K +$50.1K +600 +30%
AWA
421
AmeriServ Wealth Advisors
Pennsylvania
$215K -$20.8K -250 -9%
UAS
422
United Asset Strategies
New York
$214K -$134K -1,608 -39%
EWM
423
Evercore Wealth Management
New York
$211K +$211K +2,525 New
RT
424
Rockland Trust
Massachusetts
$209K +$209K +2,509 New
CCM
425
Chilton Capital Management
Texas
$208K – – –
15 16
17
18 19