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iShares 1-3 Year Treasury Bond ETF
SHY

1,085 hedge funds and large institutions have $18.5B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 381 increasing their positions, 456 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

637% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $3.27M

5% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 98

4% less capital invested

Capital invested by funds: $19.3B → $18.5B (-$757M)

1.21% less ownership

Funds ownership: 77.48% → 76.27% (-1.2%)

2% less funds holding

Funds holding: 1,105 → 1,085 (-20)

8% less funds holding in top 10

Funds holding in top 10: 85 → 78 (-7)

16% less repeat investments, than reductions

Existing positions increased: 381 | Existing positions reduced: 456

Holders
1,085
Holders Change
-20
Holders Change %
-1.81%
% of All Funds
15.67%
Holding in Top 10
78
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-8.24%
% of All Funds
1.13%
New
103
Increased
381
Reduced
456
Closed
98
Calls
$24.1M
Puts
$3.27M
Net Calls
+$20.9M
Net Calls Change
-$17.1M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$105M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.1M
3
SG Americas Securities
SG Americas Securities
New York
+$39.9M
4
Jane Street
Jane Street
New York
+$39M
5
LPL Financial
LPL Financial
California
+$34.4M

Top Sellers

1
BL
Balentine LLC
Georgia
-$206M
2
BlackRock
BlackRock
New York
-$180M
3
Morgan Stanley
Morgan Stanley
New York
-$134M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$68.4M
5
Citigroup
Citigroup
New York
-$59.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1176
Valley Wealth Managers
New Jersey
– -$17.1K -209 Closed
CB
1177
Centennial Bank
Arkansas
– -$17K -208 Closed
MTC
1178
Matrix Trust Company
Colorado
– -$15.2K -187 -99%
TCWA
1179
Turtle Creek Wealth Advisors
Texas
– -$12.7K -155 Closed
NRC
1180
New Republic Capital
North Carolina
– -$8.18K -100 Closed
GA
1181
GoalVest Advisory
New York
– -$7.03K -86 Closed
RL
1182
Rogco LP
Oklahoma
– -$6.79K -83 Closed
BHWM
1183
Beaird Harris Wealth Management
Texas
– -$6.46K -79 Closed
T
1184
Tidemark
California
– -$4.01K -49 Closed
AAP
1185
Arax Advisory Partners
Colorado
– -$3.23K -40 Closed
MBFW
1186
Morton Brown Family Wealth
Pennsylvania
– -$2.78K -34 Closed
CFO
1187
Colony Family Offices
North Carolina
– -$1.8K -22 Closed
44 45 46 47
48

SHY Hedge Fund Activity: Q2 2024 in Review

1,085 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2024, worth a combined $18.5B — down 3.9% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SHY positions and 98 closed out — a net gain of 5 holders — while 381 added to existing stakes and 456 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $105M. The largest seller was Balentine LLC, cutting an estimated $206M.

  • 1,085 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2024, down from 1,105 in Q1 2024.
  • Funds reported $18.5B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2024, down 3.9% quarter-over-quarter.
  • 103 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2024 and 98 closed out, a net change of +5 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2024 was Focus Partners Wealth, an estimated $105M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2024 was Balentine LLC, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2024.