SHY icon

iShares 1-3 Year Treasury Bond ETF

1,115 hedge funds and large institutions have $22.5B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 374 increasing their positions, 464 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+51
Holders Change %
+4.79%
% of All Funds
16.34%
Holding in Top 10
97
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-12.61%
% of All Funds
1.42%
New
166
Increased
374
Reduced
464
Closed
98
Calls
$262M
Puts
$249M
Net Calls
+$13.3M
Net Calls Change
-$47.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GA
751
Greenspring Advisors
Maryland
$556K -$668K -8,139 -55%
VFA
752
Valeo Financial Advisors
Indiana
$554K
SAM
753
Seelaus Asset Management
New Jersey
$554K +$12.3K +150 +2%
CWM
754
Connecticut Wealth Management
Connecticut
$548K -$393K -4,794 -42%
OBWG
755
Onyx Bridge Wealth Group
New York
$543K -$88.9K -1,083 -14%
FPW
756
Flagship Private Wealth
Massachusetts
$541K -$204K -2,487 -27%
ACM
757
Advisors Capital Management
New Jersey
$540K +$540K +6,585 New
WPWM
758
Windward Private Wealth Management
Kansas
$535K -$61.8K -753 -10%
FFBTD
759
First Financial Bank - Trust Division
Ohio
$533K -$42.3K -516 -7%
SJL
760
Shayne & Jacobs LLC
Tennessee
$532K
SRSA
761
S.R. Schill & Associates
Washington
$531K +$54.4K +663 +11%
CCP
762
Clarity Capital Partners
California
$529K +$529K +6,452 New
CWM
763
Centurion Wealth Management
Virginia
$526K +$2.79K +34 +0.5%
RWP
764
RWA Wealth Partners
Massachusetts
$525K +$133K +1,623 +34%
IC
765
Inscription Capital
Texas
$524K +$524K +6,382 New
SOS
766
Silver Oak Securities
Tennessee
$523K +$357K +4,351 +216%
AWA
767
Arkadios Wealth Advisors
Georgia
$519K -$179K -2,182 -26%
UCB
768
United Community Bank
South Carolina
$516K
AG
769
AlTi Global
New York
$516K +$516K +6,291 New
IDA
770
Intelligence Driven Advisers
California
$515K -$143K -1,738 -22%
YWS
771
Yarger Wealth Strategies
Ohio
$514K +$5.91K +72 +1%
Invesco
772
Invesco
Georgia
$511K -$31.7K -386 -6%
JIC
773
Joel Isaacson & Co
New York
$510K +$902 +11 +0.2%
S
774
SimplyRich
California
$509K +$509K +6,202 New
EGA
775
E&G Advisors
Texas
$505K -$1.24M -15,100 -71%