SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

656 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2018 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 230 increasing their positions, 153 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
656
Holders Change
+126
Holders Change %
+23.77%
% of All Funds
14.64%
Holding in Top 10
86
Holding in Top 10 Change
+55
Holding in Top 10 Change %
+177.42%
% of All Funds
1.92%
New
183
Increased
230
Reduced
153
Closed
50
Calls
$28.4M
Puts
$221M
Net Calls
-$193M
Net Calls Change
-$107M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.18B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$743M
3
Bank of America
Bank of America
North Carolina
+$533M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$435M
5
CSIA
Charles Schwab Investment Advisory
California
+$386M

Top Sellers

1
BlackRock
BlackRock
New York
-$208M
2
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
-$170M
3
MLM
Mount Lucas Management
Pennsylvania
-$86.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$52.4M
5
VIM
VCU Investment Management
Virginia
-$24.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
526
Berman Capital Advisors
Georgia
$216K +$216K +2,587 New
DBIA
527
Dumont & Blake Investment Advisors
New Jersey
$215K -$8.68K -104 -4%
BC
528
Brio Consultants
California
$215K +$215K +2,571 New
ST
529
Sentinel Trust
Texas
$213K – – –
IWC
530
Integrated Wealth Concepts
Massachusetts
$213K +$213K +2,545 New
EWM
531
Evercore Wealth Management
New York
$211K – – –
Koshinski Asset Management
532
Koshinski Asset Management
Illinois
$211K +$211K +2,523 New
CCM
533
Chilton Capital Management
Texas
$209K – – –
HPWM
534
Highland Private Wealth Management
Washington
$209K – – –
BOH
535
Bank of Hawaii
Hawaii
$209K +$209K +2,500 New
LWM
536
Lyons Wealth Management
Florida
$208K -$1.28M -15,148 -86%
DWM
537
Destination Wealth Management
California
$206K -$15.2K -181 -7%
HS
538
Horan Securities
United States
$205K +$205K +2,450 New
FI
539
FormulaFolio Investments
Michigan
$204K – – –
KC
540
Kingfisher Capital
North Carolina
$203K +$1.26K +15 +0.6%
ABC
541
Associated Banc-Corp
Wisconsin
$203K +$203K +2,431 New
AIM
542
Anchor Investment Management
South Carolina
$202K -$53.5K -640 -21%
VFA
543
Valeo Financial Advisors
Indiana
$201K +$201K +2,400 New
FDCDDQ
544
Federation des caisses Desjardins du Quebec
Quebec, Canada
$199K +$3.51K +42 +2%
MA
545
MUFG Americas
New York
$198K -$74.3K -890 -27%
AIM
546
Advantage Investment Management
Iowa
$177K -$18.6K -223 -10%
Fidelity Investments
547
Fidelity Investments
Massachusetts
$174K -$95.5K -1,140 -35%
NFG
548
Next Financial Group
Texas
$174K +$111K +1,329 +177%
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$173K +$173K +2,067 New
TWA
550
TCI Wealth Advisors
Arizona
$171K +$1.09K +13 +0.6%
20 21
22
23 24