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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
TSMHT
951
Thurston Springer Miller Herd & Titak
Indiana
$196K – – –
RA
952
Ransom Advisory
Rhode Island
$191K -$53.6K -650 -22%
GM
953
GeoWealth Management
Illinois
$189K -$2.84M -34,384 -94%
USB
954
Union Savings Bank
Connecticut
$189K – – –
JFA
955
JNBA Financial Advisors
Minnesota
$187K -$415K -5,025 -69%
HWM
956
Horizons Wealth Management
North Carolina
$185K – – –
WCAMG
957
Woodard & Company Asset Management Group
North Carolina
$182K +$1.73K +21 +1%
ADL
958
Asset Dedication LLC
California
$180K +$13.9K +168 +8%
WB
959
Webster Bank
Connecticut
$177K +$65.9K +799 +60%
PCFFS
960
Pacific Center for Financial Services
California
$175K – – –
ETS
961
ESL Trust Services
New York
$167K +$47.9K +580 +40%
EWA
962
EP Wealth Advisors
California
$166K +$44.9K +544 +38%
CB
963
CNB Bank
Pennsylvania
$165K – – –
RF
964
Robinswood Financial
Washington
$165K +$83 +1 +0.1%
SWA
965
SOA Wealth Advisors
New York
$163K +$1.57K +19 +1%
CHA
966
Carmichael Hill & Associates
Maryland
$158K +$4.95K +60 +3%
FFWM
967
Future Financial Wealth Management
Ohio
$145K +$143K +1,738 New
SWP
968
SIMA Wealth Partners
Virginia
$142K – – –
CT
969
Caldwell Trust
Florida
$141K – – –
DRS
970
Deane Retirement Strategies
Louisiana
$139K +$1.32K +16 +1%
FCM
971
Fourpath Capital Management
Oklahoma
$136K +$135K +1,641 New
RBC
972
Roble Belko & Company
Pennsylvania
$136K +$1.4K +17 +1%
OWP
973
ORG Wealth Partners
Texas
$133K +$132K +1,605 New
LAM
974
Lummis Asset Management
Texas
$133K – – –
IWA
975
Icon Wealth Advisors
Texas
$128K +$127K +1,540 New
37 38
39
40 41

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.