SHY icon

iShares 1-3 Year Treasury Bond ETF

1,064 hedge funds and large institutions have $20.3B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 361 increasing their positions, 468 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.96%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.77%
New
101
Increased
361
Reduced
468
Closed
100
Calls
$149M
Puts
$87.8M
Net Calls
+$61.1M
Net Calls Change
+$49.1M
Name Holding Trade Value Shares
Change
Shares
Change %
OCM
576
One Capital Management
California
$1.03M -$94.1K -1,162 -8%
MPW
577
MGO Private Wealth
California
$1.03M +$1.03M +12,689 New
GPA
578
Guerra Pan Advisors
New Jersey
$1.03M
AA
579
Alesco Advisors
New York
$1.02M +$20.6K +255 +2%
LFAS
580
Level Four Advisory Services
Texas
$1M +$76.2K +941 +8%
FPCP
581
Fort Point Capital Partners
California
$1M
NFP
582
Narus Financial Partners
Utah
$1M
BMCM
583
Bryn Mawr Capital Management
Pennsylvania
$994K -$21.5K -266 -2%
FDDB
584
Fidelity D&D Bancorp
Pennsylvania
$992K +$992K +12,249 New
FFA
585
Founders Financial Alliance
North Carolina
$985K -$14.8K -183 -1%
IF
586
Intrua Financial
Texas
$984K -$460K -5,684 -32%
MWM
587
Mattern Wealth Management
Kansas
$979K -$1.38K -17 -0.1%
RVM
588
Robinson Value Management
Texas
$978K -$33K -407 -3%
PCIA
589
Prime Capital Investment Advisors
Kansas
$968K -$275K -3,399 -22%
RFC
590
Regions Financial Corp
Alabama
$966K -$49.3K -609 -5%
BA
591
Bluesphere Advisors
Pennsylvania
$955K
BWCS
592
Beirne Wealth Consulting Services
Connecticut
$954K
AIM
593
Acropolis Investment Management
Missouri
$953K +$546K +6,747 +134%
SW
594
SVB Wealth
Massachusetts
$949K -$300K -3,710 -24%
IWMA
595
Ironwood Wealth Management (Arizona)
Arizona
$948K +$948K +11,714 New
IAA
596
Independent Advisor Alliance
North Carolina
$946K +$344K +4,253 +57%
AAS
597
Ameritas Advisory Services
Nebraska
$946K +$946K +11,678 New
PGF
598
Plan Group Financial
Oklahoma
$943K +$943K +11,648 New
GEA
599
Glen Eagle Advisors
New Jersey
$941K -$465K -5,738 -33%
Koshinski Asset Management
600
Koshinski Asset Management
Illinois
$938K -$600K -7,408 -39%