We are live on ! Find out more
SHY icon

iShares 1-3 Year Treasury Bond ETF

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: 1,1051,085 (-20)

8% less funds holding in top 10

Funds holding in top 10: 8578 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.37B -$134M -1,651,630 -5%
BlackRock
2
BlackRock
New York
$1.81B -$180M -2,214,790 -9%
Bank of America
3
Bank of America
North Carolina
$1.06B +$25.7M +316,288 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$684M -$40.6M -498,461 -6%
AssetMark Inc
5
AssetMark Inc
California
$605M +$6.77M +83,182 +1%
Wells Fargo
6
Wells Fargo
California
$474M +$597K +7,341 +0.1%
LPL Financial
7
LPL Financial
California
$446M +$34.4M +422,978 +8%
UBS Group
8
UBS Group
Switzerland
$434M -$3.15M -38,734 -0.7%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$417M -$4.7M -57,821 -1%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$411M -$8.14M -100,047 -2%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$400M +$13.9M +170,524 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$369M -$2.46M -30,281 -0.7%
Truist Financial
13
Truist Financial
North Carolina
$348M -$26.9M -330,264 -7%
PI
14
PineBridge Investments
New York
$330M -$19.5M -240,000 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$258M +$6.31M +77,563 +3%
RJA
16
Raymond James & Associates
Florida
$247M +$20.4M +250,959 +9%
Charles Schwab
17
Charles Schwab
California
$244M -$7.4M -90,982 -3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$242M +$40.1M +493,064 +20%
BL
19
Balentine LLC
Georgia
$235M -$206M -2,531,240 -47%
Cerity Partners
20
Cerity Partners
New York
$191M -$3.08M -37,871 -2%
Ameriprise
21
Ameriprise
Minnesota
$180M -$1.35M -16,583 -0.7%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$171M +$105M +1,294,132 +162%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$135M +$6.82M +83,881 +5%
Barclays
24
Barclays
United Kingdom
$134M -$28.1M -345,399 -17%
Stifel Financial
25
Stifel Financial
Missouri
$130M -$35.9M -440,638 -22%