SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

803 hedge funds and large institutions have $15.1B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q1 according to their latest regulatory filings, with 135 funds opening new positions, 325 increasing their positions, 254 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+40
Holders Change %
+5.24%
% of All Funds
17.74%
Holding in Top 10
125
Holding in Top 10 Change
+46
Holding in Top 10 Change %
+58.23%
% of All Funds
2.76%
New
135
Increased
325
Reduced
254
Closed
82
Calls
$36M
Puts
$164M
Net Calls
-$128M
Net Calls Change
+$382M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$459M
2
Morgan Stanley
Morgan Stanley
New York
+$422M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$383M
4
MLM
Mount Lucas Management
Pennsylvania
+$283M
5
UCFA
United Capital Financial Advisors
Texas
+$177M

Top Sellers

1
BlackRock
BlackRock
New York
-$139M
2
RBA
Richard Bernstein Advisors
New York
-$128M
3
LPL Financial
LPL Financial
California
-$60.1M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$48.8M
5
TPWA
TRUE Private Wealth Advisors
Oregon
-$47.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
576
Rockefeller Capital Management
New York
$406K -$31.5K -364 -7%
MM
577
Meridian Management
Arkansas
$405K – – –
SCG
578
Sonata Capital Group
Washington
$399K – – –
WC
579
Waterloo Capital
Texas
$392K +$392K +4,519 New
OWA
580
Outlook Wealth Advisors
Texas
$391K +$391K +4,510 New
SAMC
581
Spectrum Asset Management (California)
California
$389K -$78.1K -900 -17%
SWRP
582
Summit Wealth & Retirement Planning
California
$389K +$434 +5 +0.1%
AP
583
Appleton Partners
Massachusetts
$389K +$156K +1,795 +67%
ECM
584
Exchange Capital Management
Michigan
$388K +$14.8K +171 +4%
B
585
Bailard
California
$388K +$388K +4,478 New
SA
586
Strategic Advisors
New York
$388K +$388K +4,481 New
IC
587
InterOcean Capital
Illinois
$381K -$190K -2,188 -33%
S
588
SimplyRich
California
$377K -$11.7K -135 -3%
SIM
589
Sadoff Investment Management
Wisconsin
$377K – – –
EIP
590
Ellis Investment Partners
Pennsylvania
$373K -$50.1K -579 -12%
SRSA
591
S.R. Schill & Associates
Washington
$370K +$13.9K +160 +4%
BBNA
592
Bremer Bank National Association
Minnesota
$365K – – –
AIS
593
Accurate Investment Solutions
Pennsylvania
$364K – – –
VFA
594
Valeo Financial Advisors
Indiana
$364K +$156K +1,808 +75%
EP
595
EPIQ Partners
Minnesota
$361K -$193K -2,230 -35%
NWM
596
Northwest Wealth Management
Iowa
$358K -$22.2K -257 -6%
TWP
597
Tempus Wealth Planning
California
$357K -$1.04K -12 -0.3%
CI
598
Cordant Inc
Oregon
$356K -$37.9K -437 -10%
PA
599
Planning Alternatives
Michigan
$350K +$350K +4,033 New
CTA
600
Chesley Taft & Associates
Illinois
$349K +$84.5K +975 +32%
22 23
24
25 26