SHY icon

iShares 1-3 Year Treasury Bond ETF

1,102 hedge funds and large institutions have $21.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 418 increasing their positions, 427 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-6
Holders Change %
-0.54%
% of All Funds
17.64%
Holding in Top 10
129
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.52%
% of All Funds
2.06%
New
140
Increased
418
Reduced
427
Closed
112
Calls
$25.4M
Puts
$12.2M
Net Calls
+$13.3M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Shares
Change %
BF
851
BOK Financial
Oklahoma
$399K -$143K -1,738 -26%
Franklin Resources
852
Franklin Resources
California
$394K -$141K -1,714 -26%
SWA
853
Sax Wealth Advisors
New Jersey
$392K -$5.75K -70 -1%
MFG
854
Merit Financial Group
Georgia
$392K +$17.6K +214 +5%
FMP
855
Financial Management Professionals
Texas
$389K +$20.3K +247 +5%
TVWM
856
Tower View Wealth Management
Wisconsin
$387K +$1.48K +18 +0.4%
CP
857
Castleview Partners
Texas
$386K -$5.67K -69 -1%
FA
858
Fermata Advisors
California
$382K -$42.7K -520 -10%
AWS
859
AJ Wealth Strategies
New York
$380K -$2.22K -27 -0.6%
LWA
860
Lineweaver Wealth Advisors
Ohio
$380K -$6.83M -82,605 -95%
LTI
861
Laffer Tengler Investments
Tennessee
$378K -$86.9K -1,058 -19%
ACA
862
Affinity Capital Advisors
California
$377K -$19.9K -242 -5%
GWP
863
Gateway Wealth Partners
Wisconsin
$376K -$8.79K -107 -2%
BFP
864
Briaud Financial Planning
Texas
$375K
GLA
865
Good Life Advisors
Pennsylvania
$373K -$24.1K -293 -6%
BIA
866
Bigelow Investment Advisors
Maine
$373K -$386K -4,760 Closed
LNC
867
Lincoln National Corp
Pennsylvania
$372K -$172K -2,099 -32%
LAM
868
LifePro Asset Management
California
$372K
AWM
869
Atticus Wealth Management
Florida
$363K +$320K +3,894 +752%
WF
870
Wayfinding Financial
Washington
$361K +$361K +4,394 New
DWP
871
Daymark Wealth Partners
Ohio
$357K -$479K -5,830 -57%
AA
872
ACT Advisors
North Carolina
$357K +$357K +4,343 New
FBC
873
Fairfield, Bush & Co
Connecticut
$355K
USCWA
874
U.S. Capital Wealth Advisors
Texas
$351K +$329K +4,003 +1,483%
SWM
875
Stapp Wealth Management
Washington
$351K +$351K +4,275 New