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iShares 1-3 Year Treasury Bond ETF
SHY

1,105 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 375 increasing their positions, 483 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $8.37M

6% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 95

1% less funds holding

Funds holding: 1,119 → 1,105 (-14)

10.02% less ownership

Funds ownership: 87.5% → 77.48% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 97 → 85 (-12)

14% less capital invested

Capital invested by funds: $22.5B → $19.3B (-$3.25B)

22% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 483

Holders
1,105
Holders Change
-14
Holders Change %
-1.25%
% of All Funds
15.92%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.22%
New
101
Increased
375
Reduced
483
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$478M
2
AssetMark Inc
AssetMark Inc
California
+$350M
3
Bank of America
Bank of America
North Carolina
+$85.5M
4
Stifel Financial
Stifel Financial
Missouri
+$80M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$62M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.46B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.01B
3
BL
Balentine LLC
Georgia
-$221M
4
Ameriprise
Ameriprise
Minnesota
-$71.3M
5
UBS Group
UBS Group
Switzerland
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
826
Dimension Capital Management
Florida
$375K – – –
SDWIA
827
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$374K -$75.1K -918 -17%
AWE
828
Avidian Wealth Enterprises
Texas
$373K +$20.9K +256 +6%
LWM
829
Lakeridge Wealth Management
Ohio
$372K +$40.5K +495 +12%
PP
830
PrairieView Partners
Minnesota
$372K -$1.72K -21 -0.5%
USWIA
831
UP Strategic Wealth Investment Advisors
Pennsylvania
$372K -$49.1K -600 -12%
WT
832
Whittier Trust
California
$372K – – –
TFP
833
Tilia Fiduciary Partners
North Carolina
$369K +$370K +4,516 New
Financial Engines Advisors
834
Financial Engines Advisors
California
$369K -$249K -3,047 -40%
DI
835
Disciplined Investments
Oklahoma
$362K -$16K -195 -4%
AGP
836
Autumn Glory Partners
Texas
$360K – – –
JIC
837
Joel Isaacson & Co
New York
$354K -$154K -1,883 -30%
SW
838
SlateStone Wealth
Florida
$353K -$215K -2,628 -38%
AAS
839
Ameritas Advisory Services
Nebraska
$352K -$549K -6,711 -61%
SWP
840
Significant Wealth Partners
Illinois
$351K +$351K +4,289 New
SWM
841
Stapp Wealth Management
Washington
$350K – – –
SEIA
842
Signature Estate & Investment Advisors
California
$349K -$7.94K -97 -2%
SF
843
SWP Financial
California
$349K +$11.6K +142 +3%
PA
844
Pinnacle Associates
New York
$346K -$39.5K -483 -10%
FBC
845
Fairfield, Bush & Co
Connecticut
$346K – – –
PCG
846
Prosperity Consulting Group
Maryland
$344K +$345K +4,211 New
PF
847
Phoenix Financial
Israel
$344K – – –
BBNA
848
Bremer Bank National Association
Minnesota
$344K – – –
EAM
849
Evanson Asset Management
California
$343K -$92.9K -1,135 -21%
HAS
850
HBW Advisory Services
California
$341K – – –
32 33
34
35 36

SHY Hedge Fund Activity: Q1 2024 in Review

1,105 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2024, worth a combined $19.3B — down 14% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SHY positions and 95 closed out — a net gain of 6 holders — while 375 added to existing stakes and 483 trimmed.

The largest buyer was BlackRock, adding an estimated $478M. The largest seller was Morgan Stanley, cutting an estimated $2.46B.

  • 1,105 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2024, down from 1,119 in Q4 2023.
  • Funds reported $19.3B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 101 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2024 and 95 closed out, a net change of +6 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2024 was BlackRock, an estimated $478M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.46B sold.

Based on aggregated 13F filings for Q1 2024.