iShares 1-3 Year Treasury Bond ETF
1,085 hedge funds and large institutions have $18.5B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 381 increasing their positions, 456 reducing their positions, and 98 closing their positions.
637% more call options, than puts
Call options by funds: $24.1M | Put options by funds: $3.27M
5% more first-time investments, than exits
New positions opened: 103 | Existing positions closed: 98
4% less capital invested
Capital invested by funds: $19.3B → $18.5B (-$757M)
1.21% less ownership
Funds ownership: 77.48% → 76.27% (-1.2%)
2% less funds holding
Funds holding: 1,105 → 1,085 (-20)
8% less funds holding in top 10
Funds holding in top 10: 85 → 78 (-7)
16% less repeat investments, than reductions
Existing positions increased: 381 | Existing positions reduced: 456
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$105M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$40.1M |
| 3 |
SG Americas Securities
New York
|
+$39.9M |
| 4 |
Jane Street
New York
|
+$39M |
| 5 |
LPL Financial
San Diego,
California
|
+$34.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$206M |
| 2 |
BlackRock
New York
|
-$180M |
| 3 |
Morgan Stanley
New York
|
-$134M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$68.4M |
| 5 |
Citigroup
New York
|
-$59.7M |
SHY Hedge Fund Activity: Q2 2024 in Review
1,085 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2024, worth a combined $18.5B — down 3.9% from $19.3B a quarter earlier.
Buyers outnumbered sellers: 103 funds opened new SHY positions and 98 closed out — a net gain of 5 holders — while 381 added to existing stakes and 456 trimmed.
The largest buyer was Focus Partners Wealth, adding an estimated $105M. The largest seller was Balentine LLC, cutting an estimated $206M.
- 1,085 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2024, down from 1,105 in Q1 2024.
- Funds reported $18.5B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2024, down 3.9% quarter-over-quarter.
- 103 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2024 and 98 closed out, a net change of +5 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $105M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2024 was Balentine LLC, an estimated $206M sold.
Based on aggregated 13F filings for Q2 2024.