iShares 1-3 Year Treasury Bond ETF
1,171 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 422 increasing their positions, 425 reducing their positions, and 83 closing their positions.
674% more call options, than puts
Call options by funds: $28.2M | Put options by funds: $3.64M
120% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 83
17% more funds holding in top 10
Funds holding in top 10: 70 → 82 (+12)
7% more funds holding
Funds holding: 1,097 → 1,171 (+74)
1% more capital invested
Capital invested by funds: $19.2B → $19.3B (+$180M)
0.27% more ownership
Funds ownership: 82.41% → 82.68% (+0.27%)
1% less repeat investments, than reductions
Existing positions increased: 422 | Existing positions reduced: 425
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$307M |
| 2 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$198M |
| 3 |
AssetMark Inc
Concord,
California
|
+$162M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$121M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$108M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mercer Global Advisors
Denver,
Colorado
|
-$488M |
| 2 |
BlackRock
New York
|
-$361M |
| 3 |
Morgan Stanley
New York
|
-$237M |
| 4 |
Barclays
London,
United Kingdom
|
-$184M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$135M |
SHY Hedge Fund Activity: Q4 2024 in Review
1,171 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2024, worth a combined $19.3B — up 0.94% from $19.2B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new SHY positions and 83 closed out — a net gain of 100 holders — while 422 added to existing stakes and 425 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $307M. The largest seller was Mercer Global Advisors, cutting an estimated $488M.
- 1,171 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2024, up from 1,097 in Q3 2024.
- Funds reported $19.3B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2024, up 0.94% quarter-over-quarter.
- 183 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2024 and 83 closed out, a net change of +100 holders.
- The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $307M added.
- The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $488M sold.
Based on aggregated 13F filings for Q4 2024.