SHY icon

iShares 1-3 Year Treasury Bond ETF

1,155 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 421 increasing their positions, 420 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,155
Holders Change
+65
Holders Change %
+5.96%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
420
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
976
AssuredPartners Investment Advisors
Florida
$223K +$223K +2,724 New
FAG
977
Fortitude Advisory Group
Washington
$221K +$19.8K +241 +10%
MSWMA
978
Market Street Wealth Management Advisors
Indiana
$221K +$5.66K +69 +3%
SFG
979
Sovereign Financial Group
Connecticut
$219K -$76.2K -929 -26%
HOWA
980
Heritage Oak Wealth Advisors
Florida
$217K -$126K -1,537 -37%
Loomis, Sayles & Company
981
Loomis, Sayles & Company
Massachusetts
$217K +$217K +2,653 New
RFA
982
Rollins Financial Advisors
New York
$216K
CFAM
983
Center For Asset Management
Florida
$216K +$11.9K +145 +6%
PFGIA
984
Patriot Financial Group Insurance Agency
Massachusetts
$216K -$6.64K -81 -3%
CP
985
Canopy Partners
Ohio
$213K +$213K +2,594 New
NWA
986
Navis Wealth Advisors
New York
$212K -$19.8K -242 -9%
EMCIP
987
Ewing Morris & Co Investment Partners
Ontario, Canada
$211K +$211K +2,574 New
TWP
988
Tyche Wealth Partners
Texas
$210K
NAS
989
NWF Advisory Services
California
$210K +$210K +2,556 New
T
990
Tableaux
Massachusetts
$209K +$209K +2,555 New
GC
991
Grimes & Company
Massachusetts
$208K +$2.79K +34 +1%
PWW
992
Pettyjohn Wood & White
Virginia
$207K
BW
993
BIP Wealth
Georgia
$206K +$206K +2,509 New
HNWAG
994
High Net Worth Advisory Group
Florida
$205K -$41K -500 -17%
EWA
995
EP Wealth Advisors
California
$204K +$40.5K +494 +25%
MLIC
996
Mandatum Life Insurance Company
Finland
$202K
MM
997
Meridian Management
Arkansas
$202K
PSFG
998
Park Square Financial Group
Georgia
$201K +$201K +2,455 New
GWM
999
Gray Wealth Management
Maine
$201K -$19.3K -235 -9%
SI
1000
Shaker Investments
Ohio
$201K -$9.92K -121 -5%