SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

845 hedge funds and large institutions have $14.2B invested in iShares 1-3 Year Treasury Bond ETF in 2020 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 324 increasing their positions, 292 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
845
Holders Change
+42
Holders Change %
+5.23%
% of All Funds
17.37%
Holding in Top 10
112
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-10.4%
% of All Funds
2.3%
New
120
Increased
324
Reduced
292
Closed
72
Calls
$21.1M
Puts
$224M
Net Calls
-$202M
Net Calls Change
-$74.2M

Top Buyers

1
BlackRock
BlackRock
New York
$755M
2
Charles Schwab
Charles Schwab
California
$86.7M
3
Barclays
Barclays
United Kingdom
$180M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
$76.8M
5
Wells Fargo
Wells Fargo
California
$552M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$84M
2
Osaic Holdings
Osaic Holdings
Arizona
$98M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$552M
4
UCFA
United Capital Financial Advisors
Texas
$72.3M
5
MLM
Mount Lucas Management
Pennsylvania
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
201
Private Advisor Group
New Jersey
$6.1M -$1.22M -14,052 -17%
Betterment LLC
202
Betterment LLC
New York
$6.05M -$3.79M -43,752 -39%
PFG
203
Pacific Financial Group
Washington
$5.83M -$30.7K -354 -0.5%
OFW
204
Omnia Family Wealth
Florida
$5.67M -$954K -11,012 -14%
VHAM
205
Van Hulzen Asset Management
California
$5.64M +$926K +10,687 +20%
SFS
206
Sowell Financial Services
Arkansas
$5.63M -$3.11M -35,951 -36%
CCM
207
Coldstream Capital Management
Washington
$5.52M +$5.52M +63,753 New
HNB
208
Huntington National Bank
Ohio
$5.51M -$4.42M – –
Wolverine Trading
209
Wolverine Trading
Illinois
$5.49M -$168K -1,940 -3%
CAG
210
Csenge Advisory Group
Florida
$5.47M +$3.38M +39,020 +162%
WA
211
Wealth Alliance
New York
$5.38M +$5.38M +62,131 New
CA
212
Calton & Associates
Florida
$5.27M +$3.4M +39,270 +182%
MWM
213
MinichMacGregor Wealth Management
New York
$5.17M -$6.4M -73,930 -55%
BC
214
Brinker Capital
Pennsylvania
$5.15M +$833K +9,620 +19%
AWM
215
Alterna Wealth Management
Texas
$5.03M +$66.2K +764 +1%
IIA
216
IPG Investment Advisors
California
$5.01M +$422K +4,868 +9%
RWM
217
Ritholtz Wealth Management
New York
$5.01M +$1.23M +14,148 +32%
CCWA
218
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.98M +$4.98M +57,476 New
BRWA
219
B. Riley Wealth Advisors
Florida
$4.95M +$1.18M +13,631 +31%
CB
220
Commerce Bank
Missouri
$4.85M +$1.58M +18,257 +48%
BEAM
221
Baker Ellis Asset Management
Washington
$4.82M +$152K +1,755 +3%
ACP
222
Aveo Capital Partners
Colorado
$4.71M -$14.6M -168,893 -76%
BIP
223
Blueprint Investment Partners
North Carolina
$4.7M +$4.7M +54,264 New
Comerica Bank
224
Comerica Bank
Texas
$4.7M +$904K +10,447 +24%
OCM
225
Orser Capital Management
Texas
$4.67M +$2.32M +26,790 +99%
7 8
9
10 11