SHY icon

iShares 1-3 Year Treasury Bond ETF

1,115 hedge funds and large institutions have $22.5B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 374 increasing their positions, 464 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+51
Holders Change %
+4.79%
% of All Funds
16.35%
Holding in Top 10
97
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.61%
% of All Funds
1.42%
New
166
Increased
374
Reduced
464
Closed
98
Calls
$262M
Puts
$249M
Net Calls
+$13.3M
Net Calls Change
-$47.8M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
526
Montag & Associates
Georgia
$1.43M +$7.96K +97 +0.6%
WG
527
Watchman Group
Texas
$1.43M +$758K +9,237 +113%
TWC
528
TD Waterhouse Canada
Ontario, Canada
$1.42M -$4.8M -58,424 -77%
ACP
529
Aveo Capital Partners
Colorado
$1.42M -$53.5K -652 -4%
RK
530
Rather & Kittrell
Tennessee
$1.41M
SFG
531
StrategIQ Financial Group
Indiana
$1.41M -$352K -4,293 -20%
GM
532
GeoWealth Management
Illinois
$1.41M -$5.98M -72,835 -81%
PWP
533
Principle Wealth Partners
Connecticut
$1.39M +$1.39M +16,987 New
CIAS
534
Capital Investment Advisory Services
North Carolina
$1.39M +$106K +1,293 +8%
PG
535
Patten Group
Tennessee
$1.39M +$329K +4,007 +31%
MWM
536
Modera Wealth Management
New Jersey
$1.39M -$113K -1,381 -8%
BA
537
Brightwater Advisory
Florida
$1.38M +$1.38M +16,810 New
EWM
538
Empirical Wealth Management
Washington
$1.38M -$634K -7,732 -32%
FIM
539
FWL Investment Management
Texas
$1.37M -$99.1K -1,208 -7%
FFA
540
Fortune Financial Advisors
Kansas
$1.37M -$3.02M
NL
541
NDWM LLC
California
$1.37M +$1.37M +16,707 New
CAAS
542
Capital Asset Advisory Services
Michigan
$1.37M -$1.62M -19,745 -54%
CCM
543
Crabel Capital Management
California
$1.37M +$23.8K +290 +2%
CIC
544
Carnegie Investment Counsel
Ohio
$1.36M +$175K +2,139 +15%
CIP
545
Chartwell Investment Partners
Pennsylvania
$1.35M
RWA
546
Rooted Wealth Advisors
Illinois
$1.35M +$91.1K +1,112 +7%
SRWM
547
Shira Ridge Wealth Management
California
$1.35M -$579K -7,053 -30%
BWM
548
Biltmore Wealth Management
Arizona
$1.34M -$548K -6,679 -29%
CPC
549
Consolidated Planning Corp
Georgia
$1.34M -$637K -7,769 -32%
MLA
550
My Legacy Advisors
Oregon
$1.34M -$266K -3,241 -17%