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 %
FH
551
Financial Harvest
Florida
$1.26M +$1.26M +15,350 New
VC
552
Vicus Capital
Pennsylvania
$1.26M +$23.4K +285 +2%
JWCA
553
J.W. Coons Advisors
Ohio
$1.26M -$124K -1,517 -9%
SFS
554
Sowell Financial Services
Arkansas
$1.26M +$60.8K +742 +5%
SFC
555
Strategic Financial Concepts
Texas
$1.25M +$1.25M +15,196 New
RK
556
Rather & Kittrell
Tennessee
$1.25M +$984 +12 +0.1%
TW
557
TrinityPoint Wealth
Connecticut
$1.24M +$14.2K +173 +1%
FFA
558
First Foundation Advisors
California
$1.24M +$315K +3,844 +34%
Luther King Capital Management (LKCM)
559
Luther King Capital Management (LKCM)
Texas
$1.24M -$350K
ACP
560
Argyle Capital Partners
California
$1.23M +$1.23M +14,987 New
IWN
561
Independent Wealth Network
Iowa
$1.22M -$540K -6,592 -31%
NWMP
562
Noble Wealth Management PBC
Colorado
$1.21M +$1.21M +14,778 New
IPWA
563
International Private Wealth Advisors
California
$1.21M +$1.21M +14,756 New
JWM
564
JGP Wealth Management
Oregon
$1.2M +$388K +4,730 +48%
GFM
565
GEN Financial Management
Minnesota
$1.19M +$1.19M +14,569 New
AGP
566
Aspire Growth Partners
Florida
$1.19M +$1.19M +14,512 New
SJIC
567
St. James Investment Company
Texas
$1.18M -$1.23K -15 -0.1%
DA
568
Dover Advisors
Virginia
$1.17M +$1.17M +14,287 New
PA
569
Probity Advisors
Texas
$1.16M -$199K -2,427 -15%
NP
570
NorthRock Partners
Minnesota
$1.15M -$51.7K -631 -4%
SAM
571
Smartleaf Asset Management
Massachusetts
$1.13M -$659K -8,040 -37%
MCA
572
MSH Capital Advisors
Arizona
$1.12M -$7.38K -90 -0.7%
KSWA
573
Kathleen S. Wright Associates
Pennsylvania
$1.11M +$89K +1,085 +9%
MWM
574
Moulton Wealth Management
Washington
$1.11M +$213K +2,593 +24%
WC
575
Waterloo Capital
Texas
$1.1M +$1.1M +13,419 New