SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

1,090 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 401 increasing their positions, 441 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,090
Holders Change
+15
Holders Change %
+1.4%
% of All Funds
15.77%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.01%
New
107
Increased
401
Reduced
441
Closed
80
Calls
$37.5M
Puts
$16.3M
Net Calls
+$21.3M
Net Calls Change
+$417K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.11B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$515M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$704M
4
LPL Financial
LPL Financial
California
$554M
5
Barclays
Barclays
United Kingdom
$229M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$175M
2
BL
Balentine LLC
Georgia
$1.08M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$45.3M
4
MMI
Matson Money Inc
Ohio
$0
5
CPO
Cerity Partners OCIO
New York
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
876
Strategic Blueprint
Georgia
$275K -$44.9K -540 -14%
CWM
877
Connecticut Wealth Management
Connecticut
$273K -$29.2K -351 -10%
AIP
878
Ameritas Investment Partners
Nebraska
$273K -$3.49K -42 -1%
AWM
879
AllSquare Wealth Management
New York
$270K – – –
AF
880
Arrow Financial
New York
$268K – – –
ACA
881
Aptus Capital Advisors
Alabama
$268K +$132K +1,584 +97%
SCM
882
Sollinda Capital Management
Florida
$267K -$1.66K -20 -0.6%
KIM
883
Kestra Investment Management
Texas
$267K +$267K +3,207 New
HI
884
Harbour Investments
Wisconsin
$266K +$21.5K +258 +9%
OIA
885
Optimum Investment Advisors
Illinois
$265K +$4.99K +60 +2%
NC
886
Napatree Capital
Rhode Island
$264K +$83 +1 +0%
AUB
887
Atlantic Union Bankshares
Virginia
$262K -$129K -1,553 -33%
OAM
888
Occidental Asset Management
California
$261K +$261K +3,140 New
KCM
889
KM Capital Management
Texas
$260K +$260K +3,123 New
BNP Paribas Financial Markets
890
BNP Paribas Financial Markets
France
$258K -$6.66M -80,107 -96%
HGERS
891
Householder Group Estate & Retirement Specialist
Arizona
$258K +$1.41K +17 +0.5%
SPWM
892
Straight Path Wealth Management
Michigan
$258K – – –
MCCP
893
Mission Creek Capital Partners
California
$257K -$28.4K -342 -10%
NG
894
Norden Group
Utah
$255K -$3.34M -40,199 -93%
CG
895
Cynosure Group
Utah
$255K -$10.6K -128 -4%
1IA
896
1834 Investment Advisors
Wisconsin
$254K +$1.25K +15 +0.5%
NCM
897
Nelson Capital Management
California
$252K +$252K +3,025 New
SAS
898
SMI Advisory Services
Indiana
$251K +$1.32K +16 +0.5%
CPA
899
Cardiff Park Advisors
California
$249K – – –
HNWAG
900
High Net Worth Advisory Group
Florida
$249K – – –
34 35
36
37 38