SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

845 hedge funds and large institutions have $14.2B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 324 increasing their positions, 292 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
845
Holders Change
+42
Holders Change %
+5.23%
% of All Funds
17.37%
Holding in Top 10
112
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-10.4%
% of All Funds
2.3%
New
120
Increased
324
Reduced
292
Closed
72
Calls
$21.1M
Puts
$224M
Net Calls
-$202M
Net Calls Change
-$74.2M

Top Buyers

1
BlackRock
BlackRock
New York
+$268M
2
Charles Schwab
Charles Schwab
California
+$86.7M
3
Barclays
Barclays
United Kingdom
+$81.8M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
+$76.8M
5
Wells Fargo
Wells Fargo
California
+$76.1M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$317M
2
Osaic Holdings
Osaic Holdings
Arizona
-$170M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$151M
4
UCFA
United Capital Financial Advisors
Texas
-$131M
5
MLM
Mount Lucas Management
Pennsylvania
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
576
SPC Financial Inc
Maryland
$452K -$21.6K -250 -5%
VAG
577
VisionPoint Advisory Group
Texas
$449K -$607K -7,018 -57%
CIP
578
Chartwell Investment Partners
Pennsylvania
$444K +$444K +5,124 New
JCM
579
Jag Capital Management
Missouri
$441K +$23.6K +273 +6%
JFA
580
JNBA Financial Advisors
Minnesota
$440K – – –
BWAM
581
Boyd Watterson Asset Management
Ohio
$433K +$433K +5,000 New
TW
582
Transform Wealth
Colorado
$431K -$16.7K -193 -4%
SP
583
Successful Portfolios
Florida
$431K – – –
MIH
584
Meitav Investment House
Israel
$431K +$129K +1,490 +43%
PWM
585
Perigon Wealth Management
California
$426K -$18.9K -218 -4%
SGI
586
Swan Global Investments
Colorado
$424K – – –
SB
587
Strategic Blueprint
Georgia
$421K +$421K +4,859 New
CPIG
588
Chicago Partners Investment Group
Illinois
$421K +$421K +4,861 New
MWM
589
Modera Wealth Management
New Jersey
$415K +$87 +1 +0%
SEM
590
Suncoast Equity Management
Florida
$410K +$410K +4,731 New
MM
591
Meridian Management
Arkansas
$404K – – –
9WM
592
9258 Wealth Management
Ohio
$399K +$110K +1,270 +38%
SCG
593
Sonata Capital Group
Washington
$398K – – –
CIC
594
Carnegie Investment Counsel
Ohio
$395K -$3.52M -40,743 -90%
TFCP
595
Twin Focus Capital Partners
Massachusetts
$395K -$105K -1,209 -21%
OWP
596
Obermeyer Wealth Partners
Colorado
$391K +$85.1K +982 +28%
NP
597
NorthRock Partners
Minnesota
$390K -$520K -6,003 -57%
SAMC
598
Spectrum Asset Management (California)
California
$388K – – –
KCM
599
Karp Capital Management
California
$388K +$388K +4,479 New
SWA
600
Stratos Wealth Advisors
Ohio
$387K +$364K +4,199 +1,585%
22 23
24
25 26