We are live on ! Find out more
SHY icon

iShares 1-3 Year Treasury Bond ETF

1,085 hedge funds and large institutions have $18.5B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 381 increasing their positions, 456 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

637% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $3.27M

5% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 98

4% less capital invested

Capital invested by funds: $19.3B → $18.5B (-$757M)

1.21% less ownership

Funds ownership: 77.48%76.27% (-1.2%)

2% less funds holding

Funds holding: 1,1051,085 (-20)

8% less funds holding in top 10

Funds holding in top 10: 8578 (-7)

16% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 456

Holders
1,085
Holders Change
-20
Holders Change %
-1.81%
% of All Funds
15.67%
Holding in Top 10
78
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.24%
% of All Funds
1.13%
New
103
Increased
381
Reduced
456
Closed
98
Calls
$24.1M
Puts
$3.27M
Net Calls
+$20.9M
Net Calls Change
-$17.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1076
Moisand Fitzgerald Tamayo
Florida
$3.23K
HCM
1077
Hollencrest Capital Management
California
$3.02K
BFP
1078
Briaud Financial Planning
Texas
$3K
TCPG
1079
Trivant Custom Portfolio Group
California
$2.86K -$1.06K -13 -27%
TCM
1080
TruNorth Capital Management
Michigan
$2.45K +$2.44K +30 New
OWA
1081
Opal Wealth Advisors
New York
$2.12K +$2.12K +26 New
OLVIG
1082
Oliver Lagore Vanvalin Investment Group
Michigan
$1.25K -$81 -1 -6%
TAM
1083
Townsend Asset Management
North Carolina
$898
AWM
1084
Atticus Wealth Management
Florida
$736 -$43.9K -540 -98%
IF
1085
Integrity Financial
Wyoming
$408 -$1.22K -15 -75%
FWP
1086
FAS Wealth Partners
Kansas
$272
FAM
1087
Family Asset Management
South Carolina
$247 -$2.77K -34 -92%
GC
1088
Gould Capital
Washington
$82 +$81 +1 New
GWANC
1089
Guardian Wealth Advisors (North Carolina)
North Carolina
$48
KFS
1090
Kelly Financial Services
Massachusetts
$22 -$732 -9 Closed
AC
1091
Antara Capital
New York
-$22.4M -273,686 Closed
LCM
1092
Landscape Capital Management
New Jersey
-$17M -207,756 Closed
EWM
1093
Executive Wealth Management
Michigan
-$14.7M -181,058 Closed
3AM
1094
3EDGE Asset Management
Florida
-$14.2M -173,201 Closed
AIG
1095
American International Group
New York
-$8.37M -102,300 Closed
PWM
1096
Pacific Wealth Management
California
-$8.09M -98,623 Closed
GSWM
1097
Greenup Street Wealth Management
Michigan
-$6.54M -79,938 Closed
WGCA
1098
Wolf Group Capital Advisors
Virginia
-$5.94M -73,269 Closed
PAG
1099
Private Advisory Group
Washington
-$5.55M -67,899 Closed
N
1100
Natixis
France
-$4.6M -56,197 Closed