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 %
AAP
751
Arax Advisory Partners
Colorado
$96K +$96K +1,105 New
CCM
752
Covington Capital Management
California
$93K – – –
RFWA
753
RPg Family Wealth Advisory
Massachusetts
$87.9K -$4.07K -47 -4%
CWM
754
Cranbrook Wealth Management
Michigan
$84K – – –
CTC
755
Central Trust Company
Missouri
$82K -$1.73K -20 -2%
FDCDDQ
756
Federation des caisses Desjardins du Quebec
Quebec, Canada
$80.3K -$3.12K -36 -4%
HI
757
Human Investing
Oregon
$80K +$19.9K +229 +33%
CL
758
Cabana LLC
Arkansas
$79K -$84.9M -983,317 -100%
BEI
759
Benjamin Edwards Inc
Missouri
$79K +$3.4K +39 +4%
PWP
760
Principle Wealth Partners
Connecticut
$78K +$78K +895 New
RFA
761
Reilly Financial Advisors
California
$76K – – –
AP
762
Atwood & Palmer
Missouri
$75K – – –
OC
763
Oakworth Capital
Alabama
$71K +$19.4K +225 +38%
SSB
764
Sandy Spring Bank
Maryland
$70K – – –
TFGT
765
TS Financial Group (TSFG)
Illinois
$69K -$1.12K -13 -2%
HWM
766
Holloway Wealth Management
Florida
$67K -$91K – –
CDIA
767
Capital Directions Investment Advisors
Georgia
$61K – – –
APWA
768
Atlas Private Wealth Advisors
New Jersey
$61K +$61K +709 New
CG
769
Cutler Group
California
$60K +$60K +700 New
BCWM
770
Bartlett & Co Wealth Management
Ohio
$56.3K – – –
BC
771
Bartlett & Co
Ohio
$56K – – –
IA
772
Independence Advisors
Pennsylvania
$53K -$11.6K -133 -18%
BCM
773
Blume Capital Management
California
$52K -$2.77K -32 -5%
FMII
774
Farmers & Merchants Investments Inc
Nebraska
$52K – – –
CIA
775
Cascade Investment Advisors
Oregon
$52K – – –
29 30
31
32 33