SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

1,064 hedge funds and large institutions have $20.3B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 361 increasing their positions, 468 reducing their positions, and 100 closing their positions.

Holders
1,064
Holders Change
-17
Holders Change %
-1.57%
% of All Funds
16.97%
Holding in Top 10
111
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.91%
% of All Funds
1.77%
New
101
Increased
361
Reduced
468
Closed
100
Calls
$149M
Puts
$87.8M
Net Calls
+$61.1M
Net Calls Change
+$49.1M

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$638M
2
BlackRock
2
BlackRock
New York
$1.17B
3
Osaic Holdings
3
Osaic Holdings
Arizona
$238M
4
Bank of America
4
Bank of America
North Carolina
$1.35B
5
Charles Schwab
5
Charles Schwab
California
$448M

Top Sellers

1
Barclays
1
Barclays
United Kingdom
$138M
2
Ameriprise
2
Ameriprise
Minnesota
$298M
3
UBS Group
3
UBS Group
Switzerland
$488M
4
TAIM
4
TD Ameritrade Investment Management
Nebraska
$0
5
Stifel Financial
5
Stifel Financial
Missouri
$98.7M
Name Market Value Shares Shares
Change 		Shares
Change %
HNWAG
851
High Net Worth Advisory Group
Florida
$267K 3,294 – –
EHC
852
Everett Harris & Co
California
$265K 3,277 – –
AWM
853
AllSquare Wealth Management
New York
$263K 3,250 – –
SWA
854
Strata Wealth Advisors
Texas
$263K 3,245 +3,245 New
AF
855
Arrow Financial
New York
$261K 3,226 – –
GC
856
Guidance Capital
Kentucky
$261K 3,235 +3,235 New
IHL
857
Investment House LLC
California
$260K 3,208 – –
FFS
858
Founders Financial Securities
Maryland
$260K 3,205 -58,367 -95%
FCFC
859
First Citizens Financial Corp
Iowa
$259K 3,203 -2,957 -48%
CG
860
Cynosure Group
Utah
$259K 3,194 – –
SL
861
SWMG LLC
Texas
$257K 3,178 -13,384 -81%
CFD
862
Creative Financial Designs
Indiana
$257K 3,178 +55 +2%
AP
863
Appleton Partners
Massachusetts
$257K 3,177 -106 -3%
SPWM
864
Straight Path Wealth Management
Michigan
$255K 3,145 -2,330 -43%
WP
865
WealthSpring Partners
California
$254K 3,138 +18 +0.6%
LSIA
866
LaSalle St. Investment Advisors
Illinois
$254K 3,139 -30,419 -91%
GC
867
Grimes & Company
Massachusetts
$251K 3,102 +8 +0.3%
EI
868
Ellevest Inc
New York
$251K 3,100 +3,100 New
BCA
869
Bay Colony Advisors
Massachusetts
$251K 3,094 +3,094 New
KCM
870
KM Capital Management
Texas
$250K 3,090 +3,090 New
DWA
871
Delap Wealth Advisory
Oregon
$249K 3,072 +81 +3%
CWM
872
Cornerstone Wealth Management
Missouri
$247K 3,055 +585 +24%
RL
873
Rogco LP
Oklahoma
$247K 3,053 +3,053 New
RBC
874
Romano Brothers & Co
Illinois
$247K 3,050 – –
TBWA
875
Three Bridge Wealth Advisors
California
$247K 3,045 +92 +3%
33 34
35
36 37