SHY icon

iShares 1-3 Year Treasury Bond ETF

1,155 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 175 funds opening new positions, 421 increasing their positions, 420 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+65
Holders Change %
+5.96%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
420
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
801
Avaii Wealth Management
Wisconsin
$427K +$16.6K +202 +4%
DAS
802
Diversify Advisory Services
Utah
$427K +$114K +1,396 +37%
BWM
803
Brickley Wealth Management
California
$427K +$7.62K +93 +2%
LMKC
804
L.M. Kohn & Company
Ohio
$423K +$4.67K +57 +1%
CT
805
Clearstead Trust
Maine
$419K +$65.4K +798 +19%
MGIA
806
Moneta Group Investment Advisors
Missouri
$418K +$180K +2,196 +76%
FAM
807
Forte Asset Management
New York
$418K
HW
808
Hancock Whitney
Mississippi
$416K -$1.89K -23 -0.5%
RSWM
809
Robertson Stephens Wealth Management
California
$415K +$415K +5,062 New
ANTB
810
AMG National Trust Bank
Colorado
$414K +$49.2K +600 +13%
OHWP
811
Oak Harbor Wealth Partners
North Carolina
$412K -$12.4K -151 -3%
BWAM
812
Boyd Watterson Asset Management
Ohio
$410K
AWM
813
Aegis Wealth Management
Maryland
$409K +$409K +4,994 New
RCA
814
Resonant Capital Advisors
Wisconsin
$409K
MWA
815
Midland Wealth Advisors
Illinois
$409K
VCA
816
Verdence Capital Advisors
Maryland
$408K +$4.92K +60 +1%
WIM
817
WealthPlan Investment Management
Nebraska
$404K
PP
818
Postrock Partners
Oregon
$404K +$404K +4,926 New
JPLA
819
Joseph P. Lucia & Associates
New York
$403K -$2.62K -32 -0.6%
BCG
820
Breakwater Capital Group
New Jersey
$395K -$110K -1,339 -22%
SAM
821
Synergy Asset Management
Washington
$394K +$394K +4,810 New
PCS
822
Personal CFO Solutions
New Jersey
$392K +$392K +4,783 New
CC
823
Cadinha & Co
Hawaii
$392K -$45.7K -558 -10%
AWP
824
Axis Wealth Partners
Rhode Island
$392K +$392K +4,779 New
HFW
825
Horizon Family Wealth
Illinois
$391K -$191K -2,333 -33%