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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
KFI
1076
Key Financial Inc
Pennsylvania
$7.48K – – –
HBW
1077
Hazlett, Burt & Watson
West Virginia
$7K – – –
TFA
1078
Toth Financial Advisory
Virginia
$6.65K – – –
WTC
1079
WhitTier Trust Company
Nevada
$5.99K – – –
TCOV
1080
Trust Company of Vermont
Vermont
$5.9K – – –
FCT
1081
Family Capital Trust
Massachusetts
$5.65K – – –
PP
1082
Pacifica Partners
Canada
$5.41K – – –
FAM
1083
Flaharty Asset Management
Florida
$5.41K +$5.36K +65 New
SC
1084
Sawyer & Company
Massachusetts
$5K – – –
SIS
1085
Strategic Investment Solutions
Illinois
$4.14K +$330 +4 +9%
APW
1086
Atlantic Private Wealth
North Carolina
$3.84K +$3.79K +46 New
PCMC
1087
Planning Capital Management Corporation
Pennsylvania
$3.47K – – –
CIA
1088
Cape Investment Advisory
Georgia
$3.33K – – –
HCM
1089
Hollencrest Capital Management
California
$3.08K – – –
BFP
1090
Briaud Financial Planning
Texas
$3K – – –
TCPG
1091
Trivant Custom Portfolio Group
California
$1.83K -$1.07K -13 -37%
APC
1092
Aspire Private Capital
North Carolina
$1.75K -$8.25K -100 -83%
HF
1093
Halpern Financial
Virginia
$1.66K +$1.65K +20 New
TAM
1094
Townsend Asset Management
North Carolina
$915 – – –
FGC
1095
Financial Gravity Companies
Texas
$748 +$743 +9 New
IF
1096
Integrity Financial
Wyoming
$416 – – –
FAM
1097
Family Asset Management
South Carolina
$252 – – –
ACA
1098
American Capital Advisory
Idaho
$86 +$83 +1 New
GC
1099
Gould Capital
Washington
$83 – – –
GWANC
1100
Guardian Wealth Advisors (North Carolina)
North Carolina
$49 – – –
42 43
44
45 46

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.