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iShares 1-3 Year Treasury Bond ETF
SHY

1,171 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 183 funds opening new positions, 422 increasing their positions, 425 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

674% more call options, than puts

Call options by funds: $28.2M | Put options by funds: $3.64M

120% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 83

17% more funds holding in top 10

Funds holding in top 10: 70 → 82 (+12)

7% more funds holding

Funds holding: 1,097 → 1,171 (+74)

1% more capital invested

Capital invested by funds: $19.2B → $19.3B (+$180M)

0.27% more ownership

Funds ownership: 82.41% → 82.68% (+0.27%)

1% less repeat investments, than reductions

Existing positions increased: 422 | Existing positions reduced: 425

Holders
1,171
Holders Change
+74
Holders Change %
+6.75%
% of All Funds
15.42%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.08%
New
183
Increased
422
Reduced
425
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$307M
2
EP
Essential Planning
New Hampshire
+$198M
3
AssetMark Inc
AssetMark Inc
California
+$162M
4
Ameriprise
Ameriprise
Minnesota
+$121M
5
Bank of America
Bank of America
North Carolina
+$108M

Top Sellers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$488M
2
BlackRock
BlackRock
New York
-$361M
3
Morgan Stanley
Morgan Stanley
New York
-$237M
4
Barclays
Barclays
United Kingdom
-$184M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
1001
Pettyjohn Wood & White
Virginia
$207K – – –
BW
1002
BIP Wealth
Georgia
$206K +$206K +2,509 New
HNWAG
1003
High Net Worth Advisory Group
Florida
$205K -$41.1K -500 -17%
EWA
1004
EP Wealth Advisors
California
$204K +$40.6K +494 +25%
MLIC
1005
Mandatum Life Insurance Company
Finland
$202K – – –
MM
1006
Meridian Management
Arkansas
$202K – – –
PSFG
1007
Park Square Financial Group
Georgia
$201K +$202K +2,455 New
GWM
1008
Gray Wealth Management
Maine
$201K -$19.3K -235 -9%
SI
1009
Shaker Investments
Ohio
$201K -$9.95K -121 -5%
CA
1010
Crewe Advisors
Utah
$201K -$104K -1,270 -34%
HIS
1011
Harvest Investment Services
Illinois
$200K +$201K +2,444 New
EWA
1012
Exencial Wealth Advisors
Oklahoma
$200K +$201K +2,440 New
APW
1013
Aventura Private Wealth
Florida
$195K +$196K +2,383 New
RA
1014
Ransom Advisory
Rhode Island
$189K – – –
CWM
1015
Copia Wealth Management
Oregon
$188K +$189K +2,297 New
WCAMG
1016
Woodard & Company Asset Management Group
North Carolina
$181K +$2.3K +28 +1%
ADL
1017
Asset Dedication LLC
California
$181K +$3.54K +43 +2%
TVWM
1018
Tower View Wealth Management
Wisconsin
$180K -$16.2K -197 -8%
WB
1019
Webster Bank
Connecticut
$174K – – –
PCFFS
1020
Pacific Center for Financial Services
California
$173K – – –
BTD
1021
BankPlus Trust Department
Mississippi
$173K +$173K +2,106 New
HWM
1022
Horizons Wealth Management
North Carolina
$171K -$10.9K -133 -6%
KIM
1023
Kestra Investment Management
Texas
$164K -$99.3K -1,208 -38%
SWA
1024
SOA Wealth Advisors
New York
$163K +$2.06K +25 +1%
EB
1025
Eastern Bank
Massachusetts
$163K -$43.3K -527 -21%
39 40
41
42 43

SHY Hedge Fund Activity: Q4 2024 in Review

1,171 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2024, worth a combined $19.3B — up 0.94% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new SHY positions and 83 closed out — a net gain of 100 holders — while 422 added to existing stakes and 425 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $307M. The largest seller was Mercer Global Advisors, cutting an estimated $488M.

  • 1,171 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2024, up from 1,097 in Q3 2024.
  • Funds reported $19.3B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2024, up 0.94% quarter-over-quarter.
  • 183 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2024 and 83 closed out, a net change of +100 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $307M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $488M sold.

Based on aggregated 13F filings for Q4 2024.