SHY icon

iShares 1-3 Year Treasury Bond ETF

1,099 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 481 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
-16
Holders Change %
-1.43%
% of All Funds
15.93%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.23%
New
99
Increased
375
Reduced
481
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BEAM
701
Baker Ellis Asset Management
Washington
$624K
NCM
702
Northwest Capital Management
Oregon
$620K +$8.01K +98 +1%
AWAG
703
ARS Wealth Advisors Group
Florida
$616K +$148K +1,810 +32%
Neuberger Berman Group
704
Neuberger Berman Group
New York
$615K -$3.6K -44 -0.6%
MGIA
705
Moneta Group Investment Advisors
Missouri
$612K -$32.3K -395 -5%
BTWM
706
Baker Tilly Wealth Management
Wisconsin
$611K +$46.5K +569 +8%
WMA
707
West Michigan Advisors
Michigan
$610K -$202K -2,469 -25%
FNWA
708
Financial Network Wealth Advisors
Utah
$608K +$262K +3,199 +76%
TA
709
TruWealth Advisors
Louisiana
$606K -$26.1K -319 -4%
JWM
710
JPL Wealth Management
Colorado
$604K +$131K +1,602 +28%
AWM
711
Avaii Wealth Management
Wisconsin
$604K -$337K -4,115 -36%
SAM
712
Secure Asset Management
Michigan
$604K
JCM
713
Jacobi Capital Management
Pennsylvania
$602K -$12.3K -150 -2%
RWA
714
Redhawk Wealth Advisors
Minnesota
$599K -$82 -1 -0%
DPI
715
Diversified Portfolios Inc
Michigan
$595K
ACA
716
Atlas Capital Advisors
Wyoming
$594K -$5.01M -61,261 -89%
WPC
717
White Pine Capital
Minnesota
$593K -$443K -5,464 -43%
EDRIA
718
Edmonds Duncan Registered Investment Advisors
Kansas
$592K -$3.11K -38 -0.5%
FTC
719
Farmers Trust Company
Ohio
$589K
HWP
720
Heritage Wealth Partners
Ohio
$583K
1WA
721
180 Wealth Advisors
Washington
$582K -$186K -2,277 -24%
LA
722
Lifeworks Advisors
Michigan
$577K -$139K -1,702 -19%
AC
723
Addison Capital
Pennsylvania
$576K +$239K +2,928 +71%
PTC
724
Private Trust Company
Ohio
$575K -$93.9K -1,148 -14%
PWM
725
Purus Wealth Management
California
$573K