SHY icon

iShares 1-3 Year Treasury Bond ETF

1,102 hedge funds and large institutions have $21.4B invested in iShares 1-3 Year Treasury Bond ETF in 2023 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 418 increasing their positions, 427 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,102
Holders Change
-6
Holders Change %
-0.54%
% of All Funds
17.64%
Holding in Top 10
129
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-6.52%
% of All Funds
2.06%
New
140
Increased
418
Reduced
427
Closed
112
Calls
$25.4M
Puts
$12.2M
Net Calls
+$13.3M
Net Calls Change
-$3.65M
Name Holding Trade Value Shares
Change
Shares
Change %
TBC
201
Ted Buchan & Co
California
$9.74M +$3.12M +38,015 +47%
RFM
202
Royal Fund Management
Florida
$9.74M +$711K +8,654 +8%
CWM
203
Cabot Wealth Management
Massachusetts
$9.61M +$9.61M +117,004 New
SFG
204
SevenBridge Financial Group
Pennsylvania
$9.59M -$929K -11,306 -9%
ISWM
205
Independent Solutions Wealth Management
New York
$9.44M +$533K +6,485 +6%
OSAM
206
O'Shaughnessy Asset Management
Connecticut
$9.28M +$3.7M +44,980 +66%
DIP
207
DT Investment Partners
Pennsylvania
$9.27M +$618K +7,554 +7%
SAG
208
SageView Advisory Group
California
$9.22M +$8.41M +102,327 +1,034%
SIA
209
SkyView Investment Advisors
New Jersey
$9.21M +$2.61M +31,712 +39%
LRWA
210
Long Run Wealth Advisors
New York
$9.19M +$27.6K +336 +0.3%
GAM
211
Gemmer Asset Management
California
$9.18M +$413K +5,026 +5%
DCM
212
Dimension Capital Management
Florida
$9.13M +$45.4K +553 +0.5%
DWM
213
Dakota Wealth Management
Florida
$9.08M -$1.82M -22,211 -17%
RA
214
RFG Advisory
Alabama
$8.99M +$7.03M +85,596 +359%
FPAS
215
Focus Partners Advisor Solutions
Missouri
$8.81M +$334K +4,064 +4%
PWMG
216
Pinnacle Wealth Management Group
Michigan
$8.79M +$457K +5,559 +5%
SCA
217
Snowden Capital Advisors
New York
$8.76M -$832K -10,125 -9%
CA
218
Continuum Advisory
Idaho
$8.69M +$1.1M +13,371 +14%
RG
219
Retirement Group
California
$8.64M +$1.44M +17,572 +20%
MWM
220
MTC Wealth Management
Florida
$8.63M +$324K +3,940 +4%
AFP
221
Alpha Financial Partners
Kentucky
$8.63M +$1.91M +23,266 +28%
OAM
222
Oppenheimer Asset Management
New York
$8.6M -$262K -3,183 -3%
Prudential Financial
223
Prudential Financial
New Jersey
$8.6M -$351K -4,275 -4%
Lido Advisors
224
Lido Advisors
California
$8.58M -$30.5M -371,422 -78%
MSCM
225
McElhenny Sheffield Capital Management
Texas
$8.55M -$9.5M -115,623 -53%