SHY

SHY — 13F Holders Deep Dive

Ishares 1-3 Year Treasury Bo

+$663.1M

Net Activity

Institutions Holding

1216

Popularity Rank

#327

Avg Weight

0.77%

Total Value

$19.1B

Ownership Trend

1216 institutions currently hold SHY, with 634 net buyers and 484 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

484

Net Buying Institutions

634

Key Holders

Key Holders

Top 5 by Value

Captrust Financial Advisors

Bank Of America CORP /de/

Jpmorgan Chase & Co

BlackRock, Inc.

Top 5 by Conviction

Pinebridge Investments Asia LTD

Transmarket Holdings LP

McElhenny Sheffield Capital Management, LLC

GenWealth Group, Inc.

TFC Financial Management, Inc.

View all 1216 holding institutions

Quarterly Activity

Recent Activity

+$12.5B

Total Buy Value

$8.6B

Total Sell Value

New buy100

Trim400

Add534

Sold out84

634

Net Buyers

484

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES 1-3 YEAR TREASURY BO (SHY)?

Major stakeholders currently include Morgan Stanley ($1.9B), Captrust Financial Advisors ($1.6B), Bank Of America CORP /de/ ($1.3B). Based on the latest 13F filings, there are a total of 1216 tracked investment funds and institutions maintaining positions in SHY.

What is the overall institutional sentiment toward SHY recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $663.1M, driven by 634 managers accumulating shares while 484 reduced their exposure.

Which institutions have been selling or reducing their SHY positions?

In the latest period, 400 funds trimmed their holdings, and 84 managers completely exited their positions. The aggregate reported sell value was $8.6B.

Are there any notable investors adding SHY to their portfolios?

Yes, buying activity remains notable. 100 institutions opened new positions in {ticker}, and 534 existing holders added to their shares. The total reported buy value for the quarter amounted to $12.5B.

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