We are live on ! Find out more
SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

1,105 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 375 increasing their positions, 483 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $8.37M

6% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 95

1% less funds holding

Funds holding: 1,119 → 1,105 (-14)

10.02% less ownership

Funds ownership: 87.5% → 77.48% (-10%)

12% less funds holding in top 10

Funds holding in top 10: 97 → 85 (-12)

14% less capital invested

Capital invested by funds: $22.5B → $19.3B (-$3.25B)

22% less repeat investments, than reductions

Existing positions increased: 375 | Existing positions reduced: 483

Holders
1,105
Holders Change
-14
Holders Change %
-1.25%
% of All Funds
15.92%
Holding in Top 10
85
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-12.37%
% of All Funds
1.22%
New
101
Increased
375
Reduced
483
Closed
95
Calls
$46.3M
Puts
$8.37M
Net Calls
+$37.9M
Net Calls Change
+$24.6M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$478M
2
AssetMark Inc
AssetMark Inc
California
+$350M
3
Bank of America
Bank of America
North Carolina
+$85.5M
4
Stifel Financial
Stifel Financial
Missouri
+$80M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$62M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.46B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.01B
3
BL
Balentine LLC
Georgia
-$221M
4
Ameriprise
Ameriprise
Minnesota
-$71.3M
5
UBS Group
UBS Group
Switzerland
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
1101
Morton Brown Family Wealth
Pennsylvania
$2.78K +$2.78K +34 New
PO
1102
Private Ocean
California
$2.54K -$9.17K -112 -78%
CFO
1103
Colony Family Offices
North Carolina
$1.8K +$1.8K +22 New
IF
1104
Integrity Financial
Wyoming
$1.64K – – –
OLVIG
1105
Oliver Lagore Vanvalin Investment Group
Michigan
$1.32K -$12K -147 -90%
TAM
1106
Townsend Asset Management
North Carolina
$900 – – –
KFS
1107
Kelly Financial Services
Massachusetts
$726 -$327 -4 -31%
FWP
1108
FAS Wealth Partners
Kansas
$270 -$2.29K -28 -90%
GWANC
1109
Guardian Wealth Advisors (North Carolina)
North Carolina
$47 -$70.1K -857 -100%
CWM
1110
Curi Wealth Management
North Carolina
– -$47.9M -584,098 Closed
RAG
1111
RIA Advisory Group
Iowa
– -$43.8M -436,673 Closed
SAS
1112
SMI Advisory Services
Indiana
– -$22.5M -273,946 Closed
CFC
1113
Client First Capital
California
– -$21.3M -259,505 Closed
OMC
1114
Old Mission Capital
Illinois
– -$17.9M -218,322 Closed
BHWA
1115
Beacon Harbor Wealth Advisors
Virginia
– -$11.5M -140,340 Closed
WA
1116
Win Advisors
Florida
– -$10.7M -129,956 Closed
WAM
1117
Worth Asset Management
Texas
– -$9.94M -121,204 Closed
RSWM
1118
Robertson Stephens Wealth Management
California
– -$8.79M -107,161 Closed
AWA
1119
Arete Wealth Advisors
Illinois
– -$4.85M -59,158 Closed
AIC
1120
Anthracite Investment Company
Texas
– -$3.49M -42,500 Closed
HT
1121
Headlands Technologies
Illinois
– -$2.7M -32,970 Closed
RC
1122
Rovin Capital
Arizona
– -$2.54M -30,951 Closed
GBWM
1123
Granite Bay Wealth Management
New Hampshire
– -$2.2M -27,072 Closed
RBCM
1124
Raub Brock Capital Management
California
– -$1.94M -23,605 Closed
MIH
1125
Meitav Investment House
Israel
– -$1.8M -21,958 Closed
43 44
45
46 47

SHY Hedge Fund Activity: Q1 2024 in Review

1,105 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2024, worth a combined $19.3B — down 14% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SHY positions and 95 closed out — a net gain of 6 holders — while 375 added to existing stakes and 483 trimmed.

The largest buyer was BlackRock, adding an estimated $478M. The largest seller was Morgan Stanley, cutting an estimated $2.46B.

  • 1,105 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2024, down from 1,119 in Q4 2023.
  • Funds reported $19.3B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2024, down 14% quarter-over-quarter.
  • 101 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2024 and 95 closed out, a net change of +6 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2024 was BlackRock, an estimated $478M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.46B sold.

Based on aggregated 13F filings for Q1 2024.