SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

852 hedge funds and large institutions have $13.4B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 330 increasing their positions, 305 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+7
Holders Change %
+0.83%
% of All Funds
17.24%
Holding in Top 10
92
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-17.86%
% of All Funds
1.86%
New
87
Increased
330
Reduced
305
Closed
69
Calls
$146M
Puts
$191M
Net Calls
-$45.3M
Net Calls Change
+$157M

Top Buyers

1
FM
Forward Management
California
+$238M
2
AssetMark Inc
AssetMark Inc
California
+$157M
3
BlackRock
BlackRock
New York
+$65.9M
4
SI
Stephens Inc
Arkansas
+$49.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$37.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$375M
2
AA
Acorns Advisers
California
-$244M
3
Wells Fargo
Wells Fargo
California
-$162M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$87.4M
5
PWPCM
Perella Weinberg Partners Capital Management
New York
-$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSA
551
Lion Street Advisors
Texas
$553K +$553K +6,345 New
9WM
552
9258 Wealth Management
Ohio
$548K +$150K +1,733 +38%
KF
553
Krilogy Financial
Missouri
$546K +$259K +3,000 +90%
BCP
554
Blue Chip Partners
Michigan
$541K +$541K +6,249 New
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$540K – – –
PCM
556
Prelude Capital Management
New York
$539K +$531K +6,139 +6,329%
EP
557
Eudaimonia Partners
Tennessee
$538K +$356K +4,109 +195%
OLA
558
Oliver Luxxe Assets
New Jersey
$517K +$191K +2,212 +59%
GA
559
GFS Advisors
Texas
$514K – – –
JCM
560
Jag Capital Management
Missouri
$509K +$68.7K +795 +16%
SG
561
StoneX Group
New York
$505K -$14.7K -170 -3%
BF
562
BOK Financial
Oklahoma
$502K -$358K -4,139 -42%
HCA
563
Harbour Capital Advisors
Virginia
$502K – – –
ST
564
Sentinel Trust
Texas
$502K +$502K +5,798 New
PPW
565
Parcion Private Wealth
Washington
$501K -$141K -1,627 -22%
PP
566
PrairieView Partners
Minnesota
$501K -$10.8K -125 -2%
IFAM
567
Institutional & Family Asset Management
Colorado
$501K -$8.39K -97 -2%
EIP
568
Ellis Investment Partners
Pennsylvania
$497K +$125K +1,446 +34%
SFM
569
Signet Financial Management
New Jersey
$492K -$28.1K -325 -5%
MIC
570
Meridian Investment Counsel
California
$491K – – –
BIP
571
Blueprint Investment Partners
North Carolina
$488K -$4.2M -48,618 -90%
OIA
572
OneDigital Investment Advisors
Kansas
$488K -$252K -2,918 -34%
IWAG
573
Integer Wealth Advisors Group
Georgia
$483K +$483K +5,586 New
LFA
574
Lighthouse Financial Advisors
Maryland
$479K -$7K -81 -1%
SCP
575
Silverleafe Capital Partners
Tennessee
$479K +$86 +1 +0%
21 22
23
24 25