SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

1,154 hedge funds and large institutions have $19.3B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 421 increasing their positions, 419 reducing their positions, and 83 closing their positions.

Holders
1,154
Holders Change
+64
Holders Change %
+5.87%
% of All Funds
15.37%
Holding in Top 10
82
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+17.14%
% of All Funds
1.09%
New
175
Increased
421
Reduced
419
Closed
83
Calls
$28.2M
Puts
$3.64M
Net Calls
+$24.5M
Net Calls Change
+$3.28M

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$389M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$946M
3
EP
3
Essential Planning
New Hampshire
$202M
4
AssetMark Inc
4
AssetMark Inc
California
$334M
5
Ameriprise
5
Ameriprise
Minnesota
$291M

Top Sellers

1
Mercer Global Advisors
1
Mercer Global Advisors
Colorado
$22.8M
2
BlackRock
2
BlackRock
New York
$1.38B
3
Morgan Stanley
3
Morgan Stanley
New York
$2.83B
4
Barclays
4
Barclays
United Kingdom
$42.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.47M
Name Market Value Shares Shares
Change 		Shares
Change %
OPS
101
Orion Portfolio Solutions
Nebraska
$20.7M 252,172 +8,588 +4%
BCI
102
Brinker Capital Investments
Pennsylvania
$20.7M 252,172 +8,588 +4%
QC
103
Quadrature Capital
United Kingdom
$20.4M 249,148 +590 +0.2%
MFIM
104
Mesirow Financial Investment Management
Illinois
$20.1M 245,727 -1,090 -0.4%
BWA
105
Beam Wealth Advisors
Louisiana
$19.7M 240,883 -82,118 -25%
SC
106
SouthState Corp
Florida
$19.6M 238,850 -496 -0.2%
Betterment LLC
107
Betterment LLC
New York
$19.4M 236,154 +24,615 +12%
SPC
108
Sigma Planning Corp
Michigan
$19.2M 234,399 +16,090 +7%
MM
109
Main Management
California
$18.8M 229,677 +85,104 +59%
CPO
110
Cerity Partners OCIO
New York
$18.8M 229,262 -47,492 -17%
KFAA
111
Klaas Financial Asset Advisors
Illinois
$18.7M 228,100 +5,969 +3%
CAMG
112
CWA Asset Management Group
Florida
$18.5M 225,321 +76,878 +52%
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$18.3M 222,840 +62,862 +39%
Envestnet Portfolio Solutions
114
Envestnet Portfolio Solutions
Illinois
$18.2M 221,499 -3,826 -2%
AP
115
Advisors Preferred
Maryland
$18.1M 221,267 -101,187 -31%
I2I
116
Insight 2811 Inc
Illinois
$17.9M 217,823 -76,065 -26%
PFP
117
Pinnacle Financial Partners
Tennessee
$17.3M 211,226 +22,721 +12%
HFS
118
Hughes Financial Services
Virginia
$17.2M 209,717 +209,717 New
OSAM
119
O'Shaughnessy Asset Management
Connecticut
$17.2M 209,549 +1,371 +0.7%
AA
120
Acorns Advisers
California
$17M 206,815 +11,627 +6%
GB
121
Gunma Bank
Japan
$16.8M 205,000 +85,000 +71%
Allspring Global Investments
122
Allspring Global Investments
North Carolina
$16.8M 204,711 +62,471 +44%
MLM
123
Mount Lucas Management
Pennsylvania
$16.3M 198,611 +166,475 +518%
PC
124
Permanens Capital
New York
$15.9M 193,619 +102,653 +113%
BWM
125
Birchcreek Wealth Management
Ohio
$15.8M 192,217 +25,035 +15%
3 4
5
6 7