SHY icon

iShares 1-3 Year Treasury Bond ETF

1,090 hedge funds and large institutions have $19.2B invested in iShares 1-3 Year Treasury Bond ETF in 2024 Q3 according to their latest regulatory filings, with 107 funds opening new positions, 401 increasing their positions, 441 reducing their positions, and 80 closing their positions.

Holders
1,090
Holders Change
+15
Holders Change %
+1.4%
% of All Funds
15.77%
Holding in Top 10
70
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.26%
% of All Funds
1.01%
New
107
Increased
401
Reduced
441
Closed
80
Calls
$37.5M
Puts
$16.3M
Net Calls
+$21.3M
Net Calls Change
+$417K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$3.11B 37,388,716 +8,338,622 +29%
BlackRock
2
BlackRock
New York
$1.76B 21,202,973 -990,412 -4%
Bank of America
3
Bank of America
North Carolina
$1.16B 13,974,234 +1,009,914 +8%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$704M 8,465,842 +3,563,486 +73%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$650M 7,812,776 -559,828 -7%
LPL Financial
6
LPL Financial
California
$554M 6,658,791 +1,193,337 +22%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$515M 6,214,103 +5,956,933 +2,316%
Wells Fargo
8
Wells Fargo
California
$451M 5,423,416 -383,618 -7%
UBS Group
9
UBS Group
Switzerland
$449M 5,402,902 +86,560 +2%
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$428M 5,135,345 +41,969 +0.8%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$392M 4,710,574 -320,610 -6%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$376M 4,527,209 +11,331 +0.3%
PI
13
PineBridge Investments
New York
$318M 3,823,000 -220,000 -5%
Truist Financial
14
Truist Financial
North Carolina
$292M 3,506,749 -753,342 -18%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$266M 3,193,798 +34,416 +1%
Charles Schwab
16
Charles Schwab
California
$241M 2,902,093 -83,744 -3%
Barclays
17
Barclays
United Kingdom
$229M 2,759,067 +1,123,670 +69%
RJA
18
Raymond James & Associates
Florida
$219M 2,628,742 -393,157 -13%
Cerity Partners
19
Cerity Partners
New York
$191M 2,294,254 -41,677 -2%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$179M 2,149,028 +490,839 +30%
AssetMark Inc
21
AssetMark Inc
California
$175M 2,100,554 -5,305,124 -72%
Ameriprise
22
Ameriprise
Minnesota
$174M 2,076,887 -125,876 -6%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$142M 1,710,700 -1,248,082 -42%
Stifel Financial
24
Stifel Financial
Missouri
$132M 1,585,246 -9,797 -0.6%
Wealthfront Advisers
25
Wealthfront Advisers
California
$128M 1,543,953 -1,294 -0.1%