We are live on ! Find out more
SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

1,097 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 106 funds opening new positions, 403 increasing their positions, 443 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $37.5M | Put options by funds: $16.3M

29% more first-time investments, than exits

New positions opened: 106 | Existing positions closed: 82

6.14% more ownership

Funds ownership: 76.27% → 82.41% (+6.1%)

1% more funds holding

Funds holding: 1,085 → 1,097 (+12)

4% more capital invested

Capital invested by funds: $18.5B → $19.2B (+$668M)

9% less repeat investments, than reductions

Existing positions increased: 403 | Existing positions reduced: 443

10% less funds holding in top 10

Funds holding in top 10: 78 → 70 (-8)

Holders
1,097
Holders Change
+12
Holders Change %
+1.11%
% of All Funds
15.75%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.01%
New
106
Increased
403
Reduced
443
Closed
82
Calls
$37.5M
Puts
$16.3M
Net Calls
+$21.3M
Net Calls Change
+$417K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$688M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$491M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$294M
4
LPL Financial
LPL Financial
California
+$98.5M
5
Barclays
Barclays
United Kingdom
+$92.7M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$438M
2
BL
Balentine LLC
Georgia
-$237M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$128M
4
MMI
Matson Money Inc
Ohio
-$113M
5
CPO
Cerity Partners OCIO
New York
-$108M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
926
FSA Advisors
Michigan
$219K +$218K +2,645 New
JIC
927
Joel Isaacson & Co
New York
$218K -$43.7K -530 -17%
MSWMA
928
Market Street Wealth Management Advisors
Indiana
$218K +$216K +2,623 New
SI
929
Shaker Investments
Ohio
$214K -$743 -9 -0.3%
TWP
930
Tyche Wealth Partners
Texas
$213K -$13.4K -162 -6%
FCH
931
Freestone Capital Holdings
Washington
$211K – – –
PWW
932
Pettyjohn Wood & White
Virginia
$210K – – –
LAM
933
Lewis Asset Management
California
$209K +$208K +2,519 New
AAS
934
Ameritas Advisory Services
Nebraska
$209K -$91K -1,103 -30%
EB
935
Eastern Bank
Massachusetts
$209K +$207K +2,515 New
GC
936
Grimes & Company
Massachusetts
$209K +$2.06K +25 +1%
IC
937
IEQ Capital
California
$207K -$808K -9,796 -80%
RI
938
Ridgewood Investments
New Jersey
$207K +$39.9K +484 +24%
CFAM
939
Center For Asset Management
Florida
$207K -$1.31M -15,821 -86%
EWM
940
Executive Wealth Management
Michigan
$207K +$205K +2,488 New
MLIC
941
Mandatum Life Insurance Company
Finland
$205K – – –
MM
942
Meridian Management
Arkansas
$205K – – –
SIA
943
SeaBridge Investment Advisors
New Jersey
$205K – – –
FAG
944
Fortitude Advisory Group
Washington
$204K -$8.25K -100 -4%
RW
945
Rede Wealth
Virginia
$204K -$7.42K -90 -4%
CTFG
946
Capstone Triton Financial Group
Oklahoma
$202K -$16.5K -200 -8%
TRCT
947
Tower Research Capital (TRC)
New York
$201K +$103K +1,248 +107%
SF
948
SWP Financial
California
$201K -$39K -473 -16%
TVWM
949
Tower View Wealth Management
Wisconsin
$199K +$1.98K +24 +1%
Deutsche Bank
950
Deutsche Bank
Germany
$199K – – –
36 37
38
39 40

SHY Hedge Fund Activity: Q3 2024 in Review

1,097 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2024, worth a combined $19.2B — up 3.6% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 106 funds opened new SHY positions and 82 closed out — a net gain of 24 holders — while 403 added to existing stakes and 443 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $688M. The largest seller was AssetMark Inc, cutting an estimated $438M.

  • 1,097 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2024, up from 1,085 in Q2 2024.
  • Funds reported $19.2B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2024, up 3.6% quarter-over-quarter.
  • 106 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2024 and 82 closed out, a net change of +24 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2024 was Morgan Stanley, an estimated $688M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2024 was AssetMark Inc, an estimated $438M sold.

Based on aggregated 13F filings for Q3 2024.