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iShares 1-3 Year Treasury Bond ETF
SHY

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
1,105
Holders Change
-14
Holders Change %
-1.25%
% of All Funds
15.92%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.22%
New
101
Increased
375
Reduced
483
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$478M
2
AssetMark Inc
AssetMark Inc
California
+$350M
3
Bank of America
Bank of America
North Carolina
+$85.5M
4
Stifel Financial
Stifel Financial
Missouri
+$80M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$62M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.46B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.01B
3
BL
Balentine LLC
Georgia
-$221M
4
Ameriprise
Ameriprise
Minnesota
-$71.3M
5
UBS Group
UBS Group
Switzerland
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
476
Intrua Financial
Texas
$1.77M -$198K -2,424 -10%
CWAG
477
Compton Wealth Advisory Group
Virginia
$1.77M +$1.77M +21,602 New
GVAG
478
Great Valley Advisor Group
Delaware
$1.76M +$118K +1,441 +7%
SIA
479
SkyView Investment Advisors
New Jersey
$1.76M -$12.4M -152,000 -88%
ATFA
480
All Terrain Financial Advisors
Minnesota
$1.75M -$64.1K -783 -4%
FW
481
FirstPurpose Wealth
Utah
$1.74M +$948K +11,585 +117%
VP
482
Verum Partners
North Carolina
$1.72M -$412K -5,036 -19%
WANY
483
Wealthspire Advisors (New York)
New York
$1.72M -$221K -2,704 -11%
Wolverine Trading
484
Wolverine Trading
Illinois
$1.72M +$1.45M +17,673 +531%
PA
485
Perennial Advisors
New York
$1.7M +$256K +3,129 +18%
TAM
486
TCP Asset Management
Ohio
$1.7M -$4.91K -60 -0.3%
EAMA
487
EFG Asset Management (Americas)
Florida
$1.7M -$246K -3,005 -13%
CL
488
Choreo LLC
Illinois
$1.7M -$3.18M -38,832 -65%
IAG
489
Investment Advisory Group
Massachusetts
$1.69M +$53.2K +650 +3%
WP
490
WealthShield Partners
North Carolina
$1.68M -$97K -1,185 -5%
GI
491
GLOBALT Investments
Georgia
$1.65M – – –
WHCFA
492
William Howard & Co Financial Advisors
Tennessee
$1.65M +$1.65M +20,169 New
BNP Paribas Asset Management
493
BNP Paribas Asset Management
France
$1.65M +$1.65M +20,112 New
WAS
494
Wealth Advisory Solutions
Indiana
$1.63M +$502K +6,133 +45%
G
495
GenTrust
Florida
$1.62M +$1.22M +14,925 +307%
TA
496
Tactive Advisors
Florida
$1.61M +$1.62M +19,740 New
OCBCO
497
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.61M -$168K -2,055 -9%
MCM
498
MV Capital Management
Maryland
$1.58M +$1.58M +19,356 New
CWM
499
Congress Wealth Management
Massachusetts
$1.58M -$43.9K -536 -3%
CSPIA
500
Cary Street Partners Investment Advisory
Virginia
$1.56M +$21.7K +265 +1%
18 19
20
21 22

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.