SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

852 hedge funds and large institutions have $13.4B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 330 increasing their positions, 305 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+7
Holders Change %
+0.83%
% of All Funds
17.24%
Holding in Top 10
92
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-17.86%
% of All Funds
1.86%
New
87
Increased
330
Reduced
305
Closed
69
Calls
$146M
Puts
$191M
Net Calls
-$45.3M
Net Calls Change
+$157M

Top Buyers

1
FM
Forward Management
California
+$238M
2
AssetMark Inc
AssetMark Inc
California
+$157M
3
BlackRock
BlackRock
New York
+$65.9M
4
SI
Stephens Inc
Arkansas
+$49.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$37.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$375M
2
AA
Acorns Advisers
California
-$244M
3
Wells Fargo
Wells Fargo
California
-$162M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$87.4M
5
PWPCM
Perella Weinberg Partners Capital Management
New York
-$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCB
801
First Command Bank
Texas
$30K +$30K +352 New
FCFS
802
First Command Financial Services
Texas
$30K +$30K +352 New
Northern Trust
803
Northern Trust
Illinois
$29K -$764 -882 -3%
AF
804
Allworth Financial
California
$26K – – –
BCA
805
Bray Capital Advisors
Florida
$26K – – –
VFA
806
Valeo Financial Advisors
Indiana
$25K -$71.7K -840 -74%
IRC
807
Investors Research Corp
Georgia
$24K +$24K +276 New
BW
808
Bison Wealth
Georgia
$22K +$2.93K +34 +15%
SIAP
809
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K – – –
BFC
810
Bedel Financial Consulting
Indiana
$17K – – –
SC
811
Slow Capital
California
$16K -$980K -11,452 -98%
PO
812
Private Ocean
California
$16K – – –
BWL
813
Bogart Wealth LLC
Virginia
$15K -$6.69K -78 -31%
DAC
814
Dividend Assets Capital
South Carolina
$15K – – –
NG
815
NWK Group
California
$15K – – –
HFA
816
Hoover Financial Advisors
Pennsylvania
$13K +$780 +9 +6%
Millennium Management
817
Millennium Management
New York
$12.4K +$10.7K +123,908 +646%
MFT
818
Moisand Fitzgerald Tamayo
Florida
$12K – – –
TFO
819
Tarbox Family Office
California
$11K – – –
JGIA
820
Jackson Grant Investment Advisers
Connecticut
$11K – – –
HFA
821
High Falls Advisors
New York
$10K -$983 -11,285 -9%
AA
822
Acorns Advisers
California
$9K -$244M -2,985,369 -100%
BFG
823
Baron Financial Group
New Jersey
$8.32K +$8.32K +96 New
Simplex Trading
824
Simplex Trading
Illinois
$8K – – –
TFA
825
Toth Financial Advisory
Virginia
$6K -$11.9K -145 -67%
31 32
33
34 35