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 %
FCMT
701
Founders Capital Management (Texas)
Texas
$126K – – –
NL
702
NVWM LLC
Pennsylvania
$125K +$102K +1,179 +453%
PC
703
Permanens Capital
New York
$120K -$858K -9,865 -88%
Bank Julius Baer & Co
704
Bank Julius Baer & Co
Switzerland
$119K +$119K +1,375 New
VNA
705
Valley National Advisers
Pennsylvania
$115K – – –
JFGIW
706
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$109K – – –
AIM
707
Anchor Investment Management
South Carolina
$107K – – –
LWA
708
Lenox Wealth Advisors
New York
$106K – – –
CF
709
Centaurus Financial
California
$105K +$105K +1,208 New
Simplex Trading
710
Simplex Trading
Illinois
$104K -$4.42M -51,023 -98%
RFM
711
Royal Fund Management
Florida
$102K +$96.8K +1,127 +1,878%
TWP
712
TFO Wealth Partners
Ohio
$101K +$101K +1,171 New
PC
713
Pecaut & Co
Iowa
$98K – – –
EWM
714
EPG Wealth Management
Georgia
$97K +$86.4K +1,000 +813%
LWANC
715
Laurel Wealth Advisors (North Carolina)
North Carolina
$96K +$5.87K +68 +7%
CA
716
Clearstead Advisors
Ohio
$95K +$95K +1,097 New
CCM
717
Covington Capital Management
California
$93K +$93K +1,071 New
RFWA
718
RPg Family Wealth Advisory
Massachusetts
$92K +$92K +1,062 New
HWM
719
Holloway Wealth Management
Florida
$91K -$83K – –
CTC
720
Central Trust Company
Missouri
$84K – – –
CWM
721
Cranbrook Wealth Management
Michigan
$84K – – –
FDCDDQ
722
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.5K -$953 -11 -1%
RFA
723
Reilly Financial Advisors
California
$76K – – –
AP
724
Atwood & Palmer
Missouri
$75K – – –
BEI
725
Benjamin Edwards Inc
Missouri
$75K +$75K +868 New
27 28
29
30 31