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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
GCIM
1151
Gunn & Company Investment Management
Florida
– -$377K -4,593 Closed
SAF
1152
Smith Anglin Financial
Texas
– -$343K -4,183 Closed
BDFN
1153
Bond & Devick Financial Network
Minnesota
– -$333K -4,057 Closed
WF
1154
Wayfinding Financial
Washington
– -$327K -3,988 Closed
SFP
1155
Strategic Financial Partners
Oregon
– -$320K -3,899 Closed
PFG
1156
Prosperity Financial Group
California
– -$314K -3,830 Closed
OAM
1157
Occidental Asset Management
California
– -$311K -3,793 Closed
CIAS
1158
CBIZ Investment Advisory Services
Ohio
– -$289K -3,522 Closed
AP
1159
Appleton Partners
Massachusetts
– -$289K -3,521 Closed
ATI
1160
ARK & TLK Investments
Oklahoma
– -$284K -3,458 Closed
WDC
1161
Woodward Diversified Capital
California
– -$281K -3,424 Closed
TCM
1162
Triumph Capital Management
Colorado
– -$279K -3,401 Closed
OA
1163
Operose Advisors
Wisconsin
– -$273K -3,324 Closed
BJL
1164
Brighton Jones LLC
Washington
– -$270K -3,291 Closed
FCFC
1165
First Citizens Financial Corp
Iowa
– -$263K -3,203 Closed
GIP
1166
Greatmark Investment Partners
Georgia
– -$263K -3,200 Closed
FWM
1167
Finer Wealth Management
Massachusetts
– -$260K -3,164 Closed
JWM
1168
Jessup Wealth Management
Ohio
– -$251K -3,061 Closed
FA
1169
FDx Advisors
Illinois
– -$250K -3,044 Closed
SFG
1170
Sunburst Financial Group
Alabama
– -$243K -2,965 Closed
KA
1171
Kure Advisory
Minnesota
– -$237K -2,892 Closed
WC
1172
Whitney & Co
New York
– -$237K -2,884 Closed
AR
1173
Apeiron RIA
Texas
– -$231K -2,816 Closed
SC
1174
Solstein Capital
California
– -$229K -2,797 Closed
GIA
1175
Gladstone Institutional Advisory
Florida
– -$223K -2,721 Closed
45 46
47
48 49

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.