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 %
DRS
651
Deane Retirement Strategies
Louisiana
$301K – – –
LP
652
LGL Partners
Pennsylvania
$300K +$5.97K +69 +2%
FTI
653
Fiduciary Trust International
Massachusetts
$300K +$300K +3,459 New
MOS
654
MGO One Seven
Ohio
$295K -$185K -2,141 -39%
TPA
655
Trivium Point Advisory
Connecticut
$290K +$290K +3,346 New
ACI
656
Alpha Cubed Investments
California
$289K +$34.6K +399 +14%
LSAG
657
Lake Street Advisors Group
New Hampshire
$287K +$867 +10 +0.3%
KF
658
Krilogy Financial
Missouri
$287K +$64.7K +748 +29%
TCM
659
Tradewinds Capital Management
Washington
$285K – – –
MG
660
Mather Group
Illinois
$284K +$284K +3,283 New
CIA
661
Compass Ion Advisors
Pennsylvania
$281K -$29.4M -338,954 -99%
AWM
662
AllSquare Wealth Management
New York
$281K – – –
CWP
663
Capital Wealth Planning
Florida
$276K -$4.53M -52,404 -94%
EH
664
Equitable Holdings
New York
$275K +$72.5K +838 +36%
MW
665
Marcum Wealth
Ohio
$272K -$5.02K -58 -2%
PFG
666
PAX Financial Group
Texas
$270K -$403K -4,663 -60%
AF
667
Arrow Financial
New York
$270K – – –
VAM
668
Verity Asset Management
North Carolina
$270K +$270K +3,112 New
PGFC
669
Peapack-Gladstone Financial Corp
New Jersey
$270K +$270K +3,113 New
TIM
670
Tortoise Investment Management
New York
$266K – – –
RCA
671
Rowland Carmichael Advisors
Arizona
$258K +$39.2K +452 +18%
ATWA
672
Arbor Trust Wealth Advisors
Michigan
$257K – – –
HS
673
Horan Securities
United States
$254K +$70.1K +811 +38%
AFG
674
Arkansas Financial Group
Arkansas
$252K -$5.36K -62 -2%
ACA
675
Affinity Capital Advisors
California
$249K +$87 +1 +0%
25 26
27
28 29