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iShares 1-3 Year Treasury Bond ETF
SHY

1,105 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 375 increasing their positions, 483 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $8.37M

6% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 95

1% less funds holding

Funds holding: 1,119 → 1,105 (-14)

10.02% less ownership

Funds ownership: 87.5% → 77.48% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 97 → 85 (-12)

14% less capital invested

Capital invested by funds: $22.5B → $19.3B (-$3.25B)

22% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 483

Holders
1,105
Holders Change
-14
Holders Change %
-1.25%
% of All Funds
15.92%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.22%
New
101
Increased
375
Reduced
483
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$478M
2
AssetMark Inc
AssetMark Inc
California
+$350M
3
Bank of America
Bank of America
North Carolina
+$85.5M
4
Stifel Financial
Stifel Financial
Missouri
+$80M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$62M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.46B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.01B
3
BL
Balentine LLC
Georgia
-$221M
4
Ameriprise
Ameriprise
Minnesota
-$71.3M
5
UBS Group
UBS Group
Switzerland
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
C
926
Certuity
Florida
$228K – – –
RI
927
Ridgewood Investments
New Jersey
$228K +$228K +2,783 New
SEP
928
Southland Equity Partners
Missouri
$227K -$6.38K -78 -3%
MOS
929
MGO One Seven
Ohio
$226K +$227K +2,769 New
LA
930
Legacy Advisors
Pennsylvania
$226K +$226K +2,756 New
SI
931
Shaker Investments
Ohio
$226K +$226K +2,758 New
PCM
932
Passive Capital Management
Maryland
$225K – – –
1IA
933
1834 Investment Advisors
Wisconsin
$222K – – –
EWA
934
Exencial Wealth Advisors
Oklahoma
$221K +$221K +2,705 New
DWA
935
Delap Wealth Advisory
Oregon
$221K -$282K -3,451 -56%
EWA
936
EverSource Wealth Advisors
Alabama
$220K +$222K +2,713 New
GWM
937
Gray Wealth Management
Maine
$220K – – –
UAG
938
United Advisor Group
Ohio
$218K +$219K +2,671 New
RW
939
Rede Wealth
Virginia
$218K +$219K +2,670 New
TWP
940
Tyche Wealth Partners
Texas
$216K -$23.7K -290 -10%
CI
941
CX Institutional
Indiana
$216K +$13.3K +162 +7%
CTFG
942
Capstone Triton Financial Group
Oklahoma
$215K – – –
PFGIA
943
Patriot Financial Group Insurance Agency
Massachusetts
$215K -$246 -3 -0.1%
WC
944
Waterloo Capital
Texas
$214K -$469K -5,730 -69%
Simplex Trading
945
Simplex Trading
Illinois
$214K +$215K +2,629 New
AT
946
Arden Trust
Delaware
$213K – – –
SWP
947
Semus Wealth Partners
Florida
$211K -$4.5K -55 -2%
AMIM
948
Aull & Monroe Investment Management
Alabama
$210K – – –
KWA
949
Kingswood Wealth Advisors
California
$209K +$210K +2,561 New
FAG
950
Fortitude Advisory Group
Washington
$209K -$38.1K -466 -15%
36 37
38
39 40

SHY Hedge Fund Activity: Q1 2024 in Review

1,105 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2024, worth a combined $19.3B — down 14% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SHY positions and 95 closed out — a net gain of 6 holders — while 375 added to existing stakes and 483 trimmed.

The largest buyer was BlackRock, adding an estimated $478M. The largest seller was Morgan Stanley, cutting an estimated $2.46B.

  • 1,105 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2024, down from 1,119 in Q4 2023.
  • Funds reported $19.3B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 101 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2024 and 95 closed out, a net change of +6 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2024 was BlackRock, an estimated $478M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.46B sold.

Based on aggregated 13F filings for Q1 2024.