SHY icon

iShares 1-3 Year Treasury Bond ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
951
JNBA Financial Advisors
Minnesota
$187K -$418K -5,025 -69%
HWM
952
Horizons Wealth Management
North Carolina
$185K
WCAMG
953
Woodard & Company Asset Management Group
North Carolina
$182K +$1.75K +21 +1%
ADL
954
Asset Dedication LLC
California
$180K +$14K +168 +8%
WB
955
Webster Bank
Connecticut
$177K +$66.4K +799 +60%
PCFFS
956
Pacific Center for Financial Services
California
$175K
ETS
957
ESL Trust Services
New York
$167K +$48.2K +580 +40%
EWA
958
EP Wealth Advisors
California
$166K +$45.2K +544 +38%
CB
959
CNB Bank
Pennsylvania
$165K
SWA
960
SOA Wealth Advisors
New York
$163K +$1.58K +19 +1%
CHA
961
Carmichael Hill & Associates
Maryland
$158K +$4.99K +60 +3%
FFWM
962
Future Financial Wealth Management
Ohio
$145K +$145K +1,738 New
DRS
963
Deane Retirement Strategies
Louisiana
$139K +$1.33K +16 +1%
FCM
964
Fourpath Capital Management
Oklahoma
$136K +$136K +1,641 New
RBC
965
Roble Belko & Company
Pennsylvania
$136K +$1.42K +17 +1%
OWP
966
ORG Wealth Partners
Texas
$133K +$133K +1,605 New
LAM
967
Lummis Asset Management
Texas
$133K
IWA
968
Icon Wealth Advisors
Texas
$128K +$128K +1,540 New
NCM
969
Northwest Capital Management
Oregon
$128K
RFG
970
REAP Financial Group
Texas
$121K -$4.99K -60 -4%
FFO
971
Fortitude Family Office
Arizona
$112K +$112K +1,350 New
DWA
972
Delos Wealth Advisors
Texas
$112K -$4.12M -49,522 -97%
FIM
973
FWL Investment Management
Texas
$106K -$2.41K -29 -2%
FMII
974
Farmers & Merchants Investments Inc
Nebraska
$102K
PFBT
975
Parkside Financial Bank & Trust
Missouri
$101K