SHY icon

iShares 1-3 Year Treasury Bond ETF

1,099 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 375 increasing their positions, 481 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,099
Holders Change
-16
Holders Change %
-1.43%
% of All Funds
15.93%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.23%
New
99
Increased
375
Reduced
481
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
801
WNY Asset Management
New York
$412K -$7.03K -86 -2%
BWAM
802
Boyd Watterson Asset Management
Ohio
$409K
AMG
803
Asset Management Group
Connecticut
$409K +$2.37K +29 +0.6%
JPLA
804
Joseph P. Lucia & Associates
New York
$406K -$21.6K -264 -5%
WIM
805
WealthPlan Investment Management
Nebraska
$403K
CFP
806
Catalyst Financial Partners
Massachusetts
$399K +$32.5K +400 +9%
QWP
807
Quotient Wealth Partners
Texas
$398K -$189K -2,306 -32%
GHA
808
GW Henssler & Associates
Georgia
$397K +$90.7K +1,109 +30%
ANTB
809
AMG National Trust Bank
Colorado
$395K -$18K -220 -4%
TC
810
Trilogy Capital
California
$394K -$51.3K -627 -12%
IFA
811
Interactive Financial Advisors
Illinois
$391K -$10.2M -124,812 -96%
WSCM
812
Wellington Shields Capital Management
New York
$391K
MC
813
Middleton & Co
Massachusetts
$390K +$390K +4,767 New
AL
814
Aspiriant LLC
California
$388K +$388K +4,745 New
CCM
815
Coldstream Capital Management
Washington
$388K +$2.54K +31 +0.7%
HGERS
816
Householder Group Estate & Retirement Specialist
Arizona
$388K -$1.06K -13 -0.3%
GPWA
817
Great Point Wealth Advisors
Massachusetts
$385K -$19.5M -238,822 -98%
BF
818
BOK Financial
Oklahoma
$385K
LMKC
819
L.M. Kohn & Company
Ohio
$381K +$381K +4,654 New
AWM
820
Able Wealth Management
New Jersey
$378K +$1.88K +23 +0.5%
ADBIC
821
A.D. Beadell Investment Counsel
Wisconsin
$378K +$43K +526 +13%
SC
822
Savant Capital
Illinois
$376K -$83K -1,015 -18%
DCM
823
Dimension Capital Management
Florida
$375K
SDWIA
824
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$374K -$75.1K -918 -17%
AWE
825
Avidian Wealth Enterprises
Texas
$373K +$20.9K +256 +6%