SHY icon

iShares 1-3 Year Treasury Bond ETF

1,102 hedge funds and large institutions have $21.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 418 increasing their positions, 427 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-6
Holders Change %
-0.54%
% of All Funds
17.64%
Holding in Top 10
129
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.52%
% of All Funds
2.06%
New
140
Increased
418
Reduced
427
Closed
112
Calls
$25.4M
Puts
$12.2M
Net Calls
+$13.3M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Shares
Change %
BSWA
726
Bromfield Sneider Wealth Advisors
Massachusetts
$651K +$822 +10 +0.1%
AWE
727
Avidian Wealth Enterprises
Texas
$648K -$55.5K -675 -8%
OIA
728
Optimum Investment Advisors
Illinois
$646K +$3.45K +42 +0.5%
AWMG
729
Alliance Wealth Management Group
New Jersey
$638K +$123K +1,497 +24%
WPWM
730
Windward Private Wealth Management
Kansas
$637K -$52.4K -638 -8%
AWM
731
Aries Wealth Management
Maine
$634K +$32K +390 +5%
AWM
732
Accurate Wealth Management
Florida
$625K -$9.6M -116,971 -94%
AF
733
Advisornet Financial
Minnesota
$624K -$12.2K -148 -2%
SAM
734
Seelaus Asset Management
New Jersey
$620K +$129K +1,570 +26%
AWA
735
Arete Wealth Advisors
Illinois
$618K -$293K -3,571 -32%
JFA
736
JNBA Financial Advisors
Minnesota
$616K +$81.1K +987 +15%
HHGC
737
Hunting Hill Global Capital
New York
$616K -$370K -4,500 -38%
B
738
Bailard
California
$613K -$259K -3,152 -30%
CFAM
739
Coury Firm Asset Management
Pennsylvania
$607K -$40.9M -7,273 -99%
CI
740
CX Institutional
Indiana
$604K -$6.52M -79,462 -92%
KC
741
Kingfisher Capital
North Carolina
$600K -$21.5K -262 -3%
EDRIA
742
Edmonds Duncan Registered Investment Advisors
Kansas
$598K
WCG
743
Weaver Consulting Group
California
$597K -$758K -9,225 -56%
Neuberger Berman Group
744
Neuberger Berman Group
New York
$596K -$193K -2,356 -25%
MFG
745
Magnus Financial Group
New York
$595K +$391K +4,763 +192%
ACIM
746
Azimuth Capital Investment Management
Michigan
$593K +$49.7K +605 +9%
FTC
747
Farmers Trust Company
Ohio
$592K -$197K -2,400 -25%
OLA
748
Oliver Luxxe Assets
New Jersey
$590K +$107K +1,301 +22%
CTA
749
Chesley Taft & Associates
Illinois
$589K +$115K +1,399 +24%
BFA
750
Beacon Financial Advisory
Ohio
$587K -$457K -5,560 -44%