SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

886 hedge funds and large institutions have $12.7B invested in iShares 1-3 Year Treasury Bond ETF in 2021 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 323 increasing their positions, 329 reducing their positions, and 95 closing their positions.

Holders
886
Holders Change
-15
Holders Change %
-1.66%
% of All Funds
15.6%
Holding in Top 10
85
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.16%
% of All Funds
1.5%
New
87
Increased
323
Reduced
329
Closed
95
Calls
$14.2M
Puts
$158M
Net Calls
-$143M
Net Calls Change
-$4.89M

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$418M
2
AssetMark Inc
2
AssetMark Inc
California
$413M
3
JHCM
3
Juniper Hill Capital Management
California
$125M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$260M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.13B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.1B
2
Barclays
2
Barclays
United Kingdom
$18.9M
3
BlackRock
3
BlackRock
New York
$999M
4
UBS Group
4
UBS Group
Switzerland
$464M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$29.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BSAM
926
Blue Sky Asset Management
Colorado
– – -4,416 Closed
ST
927
Sentinel Trust
Texas
– – -4,157 Closed
CWM
928
Concentrum Wealth Management
California
– – -4,137 Closed
RBA
929
Richard Bernstein Advisors
New York
– – -3,993 Closed
CCP
930
Corient Capital Partners
California
– – -3,770 Closed
CWM
931
Calamos Wealth Management
Illinois
– – -3,672 Closed
TFCP
932
Twin Focus Capital Partners
Massachusetts
– – -3,571 Closed
LSA
933
Lion Street Advisors
Texas
– – -3,453 Closed
HW
934
Hamilton Wealth
California
– – -3,385 Closed
LSAG
935
Lake Street Advisors Group
New Hampshire
– – -3,323 Closed
TA
936
TruWealth Advisors
Louisiana
– – -3,303 Closed
CIA
937
Compass Ion Advisors
Pennsylvania
– – -3,242 Closed
MWM
938
Modera Wealth Management
New Jersey
– – -3,200 Closed
CL
939
CPWM LLC
Washington
– – -3,165 Closed
DJSG
940
D.J. St. Germain
Massachusetts
– – -3,065 Closed
VA
941
Valmark Advisers
Ohio
– – -3,037 Closed
TSA
942
Tri-Star Advisors
Texas
– – -2,977 Closed
SSWM
943
Smith Salley Wealth Management
North Carolina
– – -2,974 Closed
QFA
944
Quattro Financial Advisors
Texas
– – -2,892 Closed
C
945
Certuity
Florida
– – -2,806 Closed
CFG
946
Cooper Financial Group
California
– – -2,754 Closed
GA
947
Gateway Advisory
New Jersey
– – -2,711 Closed
ACM
948
AlphaStar Capital Management
North Carolina
– – -2,658 Closed
TI
949
Trexquant Investment
Connecticut
– – -2,627 Closed
GAM
950
Geier Asset Management
Maryland
– – -2,567 Closed
36 37
38
39 40