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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
TLFA
1126
True Link Financial Advisors
California
– -$1.73M -21,110 Closed
EL
1127
EQ LLC
Washington
– -$1.67M -20,340 Closed
CWA
1128
Consilio Wealth Advisors
Washington
– -$1.52M -18,550 Closed
Vanguard Group
1129
Vanguard Group
Pennsylvania
– -$1.46M -17,833 Closed
CPC
1130
Consolidated Planning Corp
Georgia
– -$1.34M -16,304 Closed
OP
1131
ORG Partners
Indiana
– -$1.34M -16,293 Closed
ACM
1132
ADAR1 Capital Management
Texas
– -$1.23M -15,000 Closed
SP
1133
Sarasin & Partners
United Kingdom
– -$1.15M -14,024 Closed
WWM
1134
Western Wealth Management
Colorado
– -$1.1M -13,396 Closed
AI
1135
AXS Investments
New York
– -$1.07M -13,000 Closed
RA
1136
Rational Advisors
New York
– -$1.01M -12,300 Closed
HWM
1137
HFG Wealth Management
Texas
– -$730K -8,900 Closed
SSC
1138
Syverson Strege & Co
Iowa
– -$584K -7,122 Closed
WAG
1139
Wallace Advisory Group
California
– -$573K -7,077 Closed
RTC
1140
Riverview Trust Company
Washington
– -$563K -6,857 Closed
ACM
1141
Advisors Capital Management
New Jersey
– -$540K -6,585 Closed
IDA
1142
Intelligence Driven Advisers
California
– -$515K -6,257 Closed
AC
1143
AlphaCore Capital
California
– -$481K -5,860 Closed
FEM
1144
Fulcrum Equity Management
Texas
– -$472K -5,751 Closed
SWA
1145
SFMG Wealth Advisors
Texas
– -$451K -5,499 Closed
LCWP
1146
Legacy Capital Wealth Partners
Arkansas
– -$440K -5,361 Closed
WCFA
1147
Walkner Condon Financial Advisors
Wisconsin
– -$440K -5,360 Closed
FMWA
1148
Forvis Mazars Wealth Advisors
Missouri
– -$434K -5,291 Closed
PFA
1149
Pinnacle Family Advisors
Missouri
– -$422K -5,145 Closed
MAG
1150
MRA Advisory Group
New Jersey
– -$395K -4,816 Closed
44 45
46
47 48

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.