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 %
JWS
876
Juncture Wealth Strategies
Arizona
$269K +$269K +3,322 New
GA
877
GFS Advisors
Texas
$268K
HNWAG
878
High Net Worth Advisory Group
Florida
$267K +$267K +3,294 New
AP
879
Appleton Partners
Massachusetts
$266K -$29.1K -359 -10%
EHC
880
Everett Harris & Co
California
$266K
AWM
881
AllSquare Wealth Management
New York
$265K
AR
882
Apeiron RIA
Texas
$264K
GWM
883
Gray Wealth Management
Maine
$263K
CM
884
Columbus Macro
Pennsylvania
$263K -$828K -10,215 -76%
AF
885
Arrow Financial
New York
$262K
IHL
886
Investment House LLC
California
$260K -$8.11K -100 -3%
CG
887
Cynosure Group
Utah
$259K +$259K +3,194 New
SI
888
Shaker Investments
Ohio
$256K
CFD
889
Creative Financial Designs
Indiana
$253K -$48.4K -597 -16%
WP
890
WealthSpring Partners
California
$253K +$25.1K +310 +11%
GC
891
Grimes & Company
Massachusetts
$251K -$5.35K -66 -2%
AFG
892
Allegheny Financial Group
Pennsylvania
$250K -$2.53M -31,172 -91%
WCWM
893
Willow Creek Wealth Management
California
$248K +$4.78K +59 +2%
RBC
894
Romano Brothers & Co
Illinois
$247K
RC
895
Roundview Capital
New Jersey
$246K
SFG
896
Sunburst Financial Group
Alabama
$245K -$7.3K -90 -3%
W
897
WealthOne
New York
$243K -$72.9K -899 -23%
SAMC
898
Spectrum Asset Management (California)
California
$243K
CPA
899
Cardiff Park Advisors
California
$243K
SW
900
SlateStone Wealth
Florida
$243K +$18.8K +232 +8%