SHY icon

iShares 1-3 Year Treasury Bond ETF

1,154 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 421 increasing their positions, 419 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,154
Holders Change
+64
Holders Change %
+5.87%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
419
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Shares
Change %
JWCA
501
J.W. Cole Advisors
Florida
$1.59M -$802K -9,779 -33%
FCI
502
Financial Counselors Inc
Kansas
$1.58M +$70.7K +863 +5%
LF
503
Lee Financial
Texas
$1.57M -$252K -3,075 -14%
RWA
504
Rooted Wealth Advisors
Illinois
$1.57M +$134K +1,638 +9%
RIA
505
Realta Investment Advisors
Delaware
$1.56M +$154K +1,880 +11%
CWM
506
Congress Wealth Management
Massachusetts
$1.56M -$60.9K -743 -4%
OCBCO
507
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.55M -$117K -1,423 -7%
NAM
508
NTV Asset Management
West Virginia
$1.55M -$124K -1,515 -7%
G
509
GenTrust
Florida
$1.55M -$77.6K -947 -5%
VC
510
Veracity Capital
Georgia
$1.54M -$720K -8,784 -32%
RC
511
Roundview Capital
New Jersey
$1.54M -$36.8K -449 -2%
BIA
512
Barry Investment Advisors
Massachusetts
$1.52M +$123K +1,503 +9%
LWAM
513
Legacy Wealth Asset Management
Minnesota
$1.51M -$36.1K -440 -2%
TWP
514
Tower Wealth Partners
Pennsylvania
$1.51M +$1.51M +18,409 New
IP
515
Integras Partners
Georgia
$1.5M +$1.5M +18,346 New
VCP
516
Verus Capital Partners
Arizona
$1.5M -$99.8K -1,218 -6%
PGF
517
Plan Group Financial
Oklahoma
$1.5M +$96.1K +1,172 +7%
MPPLM
518
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.48M -$55K -671 -4%
RVM
519
Robinson Value Management
Texas
$1.48M +$21.5K +262 +1%
PCIA
520
Prime Capital Investment Advisors
Kansas
$1.47M -$118K -1,439 -7%
CAG
521
Csenge Advisory Group
Florida
$1.46M +$584K +7,127 +67%
NL
522
NDWM LLC
California
$1.44M -$292K -3,563 -17%
TWM
523
TriaGen Wealth Management
California
$1.43M +$45.2K +551 +3%
NWWA
524
New Wave Wealth Advisors
Arkansas
$1.43M +$1.09M +13,280 +317%
HCM
525
Howard Capital Management
Georgia
$1.41M +$250K +3,046 +22%