SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

852 hedge funds and large institutions have $13.4B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 330 increasing their positions, 305 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
852
Holders Change
+7
Holders Change %
+0.83%
% of All Funds
17.24%
Holding in Top 10
92
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-17.86%
% of All Funds
1.86%
New
87
Increased
330
Reduced
305
Closed
69
Calls
$146M
Puts
$191M
Net Calls
-$45.3M
Net Calls Change
+$157M

Top Buyers

1
FM
Forward Management
California
+$238M
2
AssetMark Inc
AssetMark Inc
California
+$157M
3
BlackRock
BlackRock
New York
+$65.9M
4
SI
Stephens Inc
Arkansas
+$49.1M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$37.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$375M
2
AA
Acorns Advisers
California
-$244M
3
Wells Fargo
Wells Fargo
California
-$162M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$87.4M
5
PWPCM
Perella Weinberg Partners Capital Management
New York
-$75.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACP
901
Aviance Capital Partners
Florida
– -$224K -2,588 Closed
FAM
902
Formidable Asset Management
Ohio
– -$221K -2,557 Closed
FIA
903
Foundations Investment Advisors
Arizona
– -$213K -2,462 Closed
WP
904
WealthPLAN Partners
Nebraska
– -$208K -2,403 Closed
GSC
905
G&S Capital
Colorado
– -$200K -2,311 Closed
NR
906
Newfound Research
Massachusetts
– -$120K -1,381 Closed
PC
907
Pecaut & Co
Iowa
– -$98K -1,127 Closed
PWP
908
Principle Wealth Partners
Connecticut
– -$78K -895 Closed
MA
909
Modus Advisors
Minnesota
– -$50K -577 Closed
SFA
910
Stewardship Financial Advisors
Georgia
– -$49K -565 Closed
SCA
911
Stonebridge Capital Advisors
Minnesota
– -$34K -397 Closed
TCOV
912
Trust Company of Vermont
Vermont
– -$30K -351 Closed
AAIM
913
Asset Advisors Investment Management
Georgia
– -$26K -295 Closed
WEC
914
Winslow Evans & Crocker
Massachusetts
– -$23K -262 Closed
WC
915
Wexford Capital
Florida
– -$20K -231 Closed
MWA
916
MFA Wealth Advisors
Pennsylvania
– -$18.9K -218 Closed
MA
917
MUFG Americas
New York
– -$344K -181 Closed
BBA
918
Braun-Bostich & Associates
Pennsylvania
– -$14K -165 Closed
JPLA
919
Joseph P. Lucia & Associates
New York
– -$14K -156 Closed
PAIM
920
Punch & Associates Investment Management
Minnesota
– -$12K -137 Closed
TWA
921
TCI Wealth Advisors
Arizona
– -$9K -100 Closed
HB
922
Horizon Bancorp
Indiana
– -$8K -95 Closed
MA
923
MCF Advisors
Kentucky
– -$2K -28 Closed
EPM
924
Elm Partners Management
Pennsylvania
– -$1K -8 Closed
33 34 35 36
37