SHY icon

iShares 1-3 Year Treasury Bond ETF

1,115 hedge funds and large institutions have $22.5B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 374 increasing their positions, 464 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+51
Holders Change %
+4.79%
% of All Funds
16.35%
Holding in Top 10
97
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.61%
% of All Funds
1.42%
New
166
Increased
374
Reduced
464
Closed
98
Calls
$262M
Puts
$249M
Net Calls
+$13.3M
Net Calls Change
-$47.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WG
601
Welch Group
Alabama
$1M +$1M +12,195 New
LFAS
602
Level Four Advisory Services
Texas
$998K -$19.4K -237 -2%
MWM
603
Mattern Wealth Management
Kansas
$992K +$492 +6 +0%
Koshinski Asset Management
604
Koshinski Asset Management
Illinois
$985K +$34.3K +418 +4%
RVM
605
Robinson Value Management
Texas
$984K -$6.81K -83 -0.7%
KF
606
Krilogy Financial
Missouri
$977K -$411K -5,008 -30%
BMCM
607
Bryn Mawr Capital Management
Pennsylvania
$974K -$32.9K -401 -3%
SWP
608
Strategic Wealth Partners
Ohio
$970K -$642K -7,830 -40%
ACM
609
Allred Capital Management
Texas
$970K -$212K -2,586 -18%
BA
610
Bluesphere Advisors
Pennsylvania
$967K
BWCS
611
Beirne Wealth Consulting Services
Connecticut
$966K
RFC
612
Regions Financial Corp
Alabama
$963K -$15.8K -192 -2%
OCM
613
One Capital Management
California
$963K -$80.1K -976 -8%
AIM
614
Acropolis Investment Management
Missouri
$959K -$6.32K -77 -0.7%
FNT
615
First National Trust
Pennsylvania
$951K +$1.48K +18 +0.2%
FFA
616
Founders Financial Alliance
North Carolina
$949K -$48.8K -595 -5%
SC
617
Searle & Co
Connecticut
$943K +$943K +11,500 New
AWM
618
Avaii Wealth Management
Wisconsin
$943K -$189K -2,308 -17%
AA
619
AlphaCentric Advisors
Puerto Rico
$930K -$2.78M -33,850 -75%
RT
620
Rockland Trust
Massachusetts
$924K +$3.53K +43 +0.4%
RIL
621
Rothschild Investment LLC
Illinois
$921K +$921K +11,230 New
MAG
622
M3 Advisory Group
Massachusetts
$919K +$919K +11,206 New
EBT
623
Enterprise Bank & Trust
Massachusetts
$917K +$8.2K +100 +0.9%
IIA
624
IPG Investment Advisors
California
$916K -$18.5K -225 -2%
FMP
625
Financial Management Professionals
Texas
$911K +$73K +889 +9%