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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
Citadel Advisors
126
Citadel Advisors
Florida
$14.5M +$6.63M +81,039 +85%
BI
127
Ballast Inc
Kentucky
$14.4M +$364K +4,446 +3%
AA
128
Acorns Advisers
California
$14.4M +$1.09M +13,281 +8%
Creative Planning
129
Creative Planning
Kansas
$14.2M -$1.77M -21,625 -11%
3AM
130
3EDGE Asset Management
Florida
$14.2M -$1.15M -14,028 -7%
IWC
131
Integrated Wealth Concepts
Massachusetts
$14.1M -$1.29M -15,795 -8%
AWM
132
Angeles Wealth Management
California
$14.1M +$1.92M +23,522 +16%
SFS
133
Starfox Financial Services
Texas
$13.6M +$1.19M +14,505 +9%
PMG
134
Private Management Group
California
$13.4M -$3.53M -43,146 -21%
Mercer Global Advisors
135
Mercer Global Advisors
Colorado
$13.3M -$771K -9,423 -5%
BG
136
Benedetti & Gucer
Georgia
$13.2M +$2.72M +33,229 +26%
OC
137
Oppenheimer & Co
New York
$13.1M +$1.17M +14,333 +10%
AWAU
138
Alliance Wealth Advisors (Utah)
Utah
$13.1M +$9M +109,953 +221%
OSAM
139
O'Shaughnessy Asset Management
Connecticut
$12.9M +$1.02M +12,484 +9%
CS
140
Credit Suisse
Switzerland
$12.5M +$5.26M +64,306 +73%
CISOA
141
Capital Investment Services of America
Wisconsin
$12.4M – – –
TFA
142
Transamerica Financial Advisors
Florida
$12.3M +$8.34M +101,922 +208%
VCM
143
Vivaldi Capital Management
Illinois
$12.3M +$173K +2,110 +1%
AWS
144
Atria Wealth Solutions
New York
$12.2M -$376K -4,600 -3%
HCA
145
Heck Capital Advisors
Wisconsin
$11.8M +$295K +3,606 +3%
MM
146
Main Management
California
$11.8M -$63.5K -776 -0.5%
Fisher Asset Management
147
Fisher Asset Management
Washington
$11.8M -$430K -5,250 -4%
LG
148
Leuthold Group
Minnesota
$11.7M +$338K +4,128 +3%
AA
149
Argent Advisors
Louisiana
$11.7M +$462K +5,651 +4%
JE
150
JMAC Enterprises
Pennsylvania
$11.6M +$2.41M +29,488 +26%
4 5
6
7 8

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.