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iShares 1-3 Year Treasury Bond ETF
SHY

1,110 hedge funds and large institutions have $21.7B invested in iShares 1-3 Year Treasury Bond ETF in 2022 Q4 according to their latest regulatory filings, with 183 funds opening new positions, 411 increasing their positions, 428 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more call options, than puts

Call options by funds: $27.6M | Put options by funds: $10.7M

91% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 96

7% more funds holding

Funds holding: 1,041 → 1,110 (+69)

3% more capital invested

Capital invested by funds: $21B → $21.7B (+$634M)

4% less repeat investments, than reductions

Existing positions increased: 411 | Existing positions reduced: 428

2.38% less ownership

Funds ownership: 77.86% → 75.48% (-2.4%)

9% less funds holding in top 10

Funds holding in top 10: 151 → 138 (-13)

Holders
1,110
Holders Change
+69
Holders Change %
+6.63%
% of All Funds
17.84%
Holding in Top 10
138
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-8.61%
% of All Funds
2.22%
New
183
Increased
411
Reduced
428
Closed
96
Calls
$27.6M
Puts
$10.7M
Net Calls
+$16.9M
Net Calls Change
+$1.55M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$252M
2
Morgan Stanley
Morgan Stanley
New York
+$235M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$174M
4
UBS Group
UBS Group
Switzerland
+$148M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$133M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$796M
2
RWM
Ritholtz Wealth Management
New York
-$259M
3
JP Morgan Chase
JP Morgan Chase
New York
-$256M
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$210M
5
B
Bailard
California
-$135M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1151
Peddock Capital Advisors
Massachusetts
– -$870K -10,717 Closed
AC
1152
Anson Capital
Georgia
– -$836K -10,288 Closed
TFA
1153
Trinity Financial Advisors
Ohio
– -$823K -10,139 Closed
MP
1154
McDonald Partners
Ohio
– -$768K -9,456 Closed
TFA
1155
Tranquilli Financial Advisor
New Jersey
– -$766K -9,432 Closed
EA
1156
Emerald Advisors
Washington
– -$738K -9,086 Closed
NCM
1157
Northland Capital Management
Minnesota
– -$664K -8,180 Closed
JFG
1158
JMG Financial Group
Illinois
– -$656K -8,072 Closed
TW
1159
Transform Wealth
Colorado
– -$645K -7,946 Closed
CFS
1160
CRA Financial Services
New Jersey
– -$569K -7,003 Closed
ARC
1161
Advisor Resource Council
Texas
– -$531K -6,543 Closed
OWP
1162
Obermeyer Wealth Partners
Colorado
– -$517K -6,368 Closed
BIAS
1163
Beacon Investment Advisory Services
New Jersey
– -$491K -6,051 Closed
AA
1164
Aire Advisors
California
– -$472K -5,807 Closed
DWM
1165
Drive Wealth Management
Utah
– -$467K -5,750 Closed
IAA
1166
Independent Advisor Alliance
North Carolina
– -$453K -5,578 Closed
WHG
1167
Westwood Holdings Group
Texas
– -$406K -5,000 Closed
TC
1168
TAP Consulting
Missouri
– -$404K -4,974 Closed
GCM
1169
Gibraltar Capital Management
Oklahoma
– -$363K -4,466 Closed
FVWA
1170
Foster Victor Wealth Advisors
South Carolina
– -$361K -4,454 Closed
BB
1171
Berkshire Bank
Massachusetts
– -$356K -4,378 Closed
PIA
1172
Pinion Investment Advisors
Kansas
– -$351K -4,326 Closed
PWW
1173
Pettyjohn Wood & White
Virginia
– -$343K -4,229 Closed
BFWA
1174
Benchmark Financial Wealth Advisors
Florida
– -$342K -4,217 Closed
MSWM
1175
Mader & Shannon Wealth Management
Missouri
– -$338K -4,159 Closed
45 46
47
48 49

SHY Hedge Fund Activity: Q4 2022 in Review

1,110 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q4 2022, worth a combined $21.7B — up 3% from $21B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new SHY positions and 96 closed out — a net gain of 87 holders — while 411 added to existing stakes and 428 trimmed.

The largest buyer was Bank of America, adding an estimated $252M. The largest seller was AssetMark Inc, cutting an estimated $796M.

  • 1,110 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q4 2022, up from 1,041 in Q3 2022.
  • Funds reported $21.7B of iShares 1-3 Year Treasury Bond ETF stock for Q4 2022, up 3% quarter-over-quarter.
  • 183 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q4 2022 and 96 closed out, a net change of +87 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q4 2022 was Bank of America, an estimated $252M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q4 2022 was AssetMark Inc, an estimated $796M sold.

Based on aggregated 13F filings for Q4 2022.