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 %
HWA
626
HCR Wealth Advisors
California
$289K +$185K +2,133 +178%
9WM
627
9258 Wealth Management
Ohio
$289K +$289K +3,332 New
PFP
628
Pinnacle Financial Partners
Tennessee
$287K -$142K -1,644 -33%
LSAG
629
Lake Street Advisors Group
New Hampshire
$286K -$30.7K -355 -10%
TCM
630
Tradewinds Capital Management
Washington
$285K +$285K +3,286 New
HCM
631
Hudson Capital Management
New Jersey
$284K -$1.48M -17,066 -84%
AWM
632
AllSquare Wealth Management
New York
$282K – – –
WP
633
WealthPLAN Partners
Nebraska
$281K +$281K +3,255 New
CBB
634
Citizens Business Bank
California
$280K -$8.24K -95 -3%
GA
635
Gateway Advisory
New Jersey
$279K – – –
LNC
636
Lincoln National Corp
Pennsylvania
$278K -$333K -3,837 -54%
MW
637
Marcum Wealth
Ohio
$277K +$29.5K +341 +12%
LFS
638
Lutz Financial Services
Nebraska
$272K -$49.3K -569 -15%
AF
639
Arrow Financial
New York
$270K – – –
TIM
640
Tortoise Investment Management
New York
$267K -$66.4K -765 -20%
UR
641
USCA RIA
Texas
$262K -$61.7K -712 -19%
BOS
642
Bingham Osborn & Scarborough
California
$259K +$87 +1 +0%
AFG
643
Arkansas Financial Group
Arkansas
$257K -$22K -255 -8%
ATWA
644
Arbor Trust Wealth Advisors
Michigan
$257K +$257K +2,966 New
MC
645
Moors & Cabot
Massachusetts
$255K -$8.71K -100 -3%
ACI
646
Alpha Cubed Investments
California
$254K +$1.56K +18 +0.6%
CF
647
Corrigan Financial
Rhode Island
$251K -$15.3K -176 -6%
ACA
648
Affinity Capital Advisors
California
$249K -$342K -3,950 -58%
Financial Engines Advisors
649
Financial Engines Advisors
California
$243K -$483K -5,582 -67%
CCM
650
Colorado Capital Management
Colorado
$241K – – –
24 25
26
27 28