SHY icon

iShares 1-3 Year Treasury Bond ETF

1,081 hedge funds and large institutions have $20.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 371 increasing their positions, 501 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,081
Holders Change
-21
Holders Change %
-1.91%
% of All Funds
17.05%
Holding in Top 10
110
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-14.73%
% of All Funds
1.73%
New
83
Increased
371
Reduced
501
Closed
93
Calls
$26.4M
Puts
$14.4M
Net Calls
+$11.9M
Net Calls Change
-$1.32M
Name Holding Trade Value Shares
Change
Shares
Change %
TVWM
826
Tower View Wealth Management
Wisconsin
$373K -$8.6K -106 -2%
LCGC
827
Legacy Capital Group California
California
$371K +$133K +1,638 +56%
SSB
828
Sandy Spring Bank
Maryland
$370K +$297K +3,660 +403%
BFP
829
Briaud Financial Planning
Texas
$370K
LOPW
830
Live Oak Private Wealth
North Carolina
$368K +$143K +1,766 +64%
BFA
831
Beacon Financial Advisory
Ohio
$356K -$223K -2,756 -39%
BIA
832
Bigelow Investment Advisors
Maine
$356K +$356K +4,388 New
AA
833
ACT Advisors
North Carolina
$353K +$649 +8 +0.2%
ATC
834
Argent Trust Co
Tennessee
$352K +$45.8K +565 +15%
AWM
835
Atticus Wealth Management
Florida
$352K -$6.16K -76 -2%
GIA
836
Gladstone Institutional Advisory
Florida
$350K -$162K -1,998 -32%
BDFN
837
Bond & Devick Financial Network
Minnesota
$349K -$189K -2,331 -35%
SEIA
838
Signature Estate & Investment Advisors
California
$348K +$2.19K +27 +0.6%
SWM
839
Stapp Wealth Management
Washington
$347K
LNC
840
Lincoln National Corp
Pennsylvania
$345K -$21.3K -263 -6%
AGP
841
Autumn Glory Partners
Texas
$344K -$70.2K -866 -17%
FBC
842
Fairfield, Bush & Co
Connecticut
$343K -$8.11K -100 -2%
GJIA
843
Glass Jacobson Investment Advisors
Maryland
$342K +$342K +4,215 New
MFIMFI
844
Mesirow Financial Investment Management - Fixed Income
Illinois
$341K
BBNA
845
Bremer Bank National Association
Minnesota
$341K
SGAM
846
Stephens Group Asset Management
Arkansas
$339K +$40.5K +500 +14%
WA
847
WBH Advisory
Maryland
$338K -$317K -3,912 -48%
SFG
848
Sovereign Financial Group
Connecticut
$330K -$68.4K -843 -17%
GFG
849
Goldstone Financial Group
Illinois
$329K +$24.2K +299 +8%
DWP
850
Daymark Wealth Partners
Ohio
$328K -$24.3K -300 -7%