Who owns iShares 1-3 Year Treasury Bond ETF (SHY)
Which tracked institutional funds hold SHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SHY company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
260 tracked funds added or opened SHY while 237 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SHY’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.2pp gap the other way — the median holder sizes SHY more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in SHY divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1178 tracked filers holding SHY, 588 increased or opened the position and 569 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SHY between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 41
- NewEdge Advisors, LLC$21M
- Ridgepath Capital Management LLC$20M
- VICTORY CAPITAL MANAGEMENT INC$19M
- Empowered Funds, LLC$17M
- Convergence Financial, LLC$12M
- Global Retirement Partners, LLC$11M
Full exits 72
- Smithfield Trust Co$92M
- McElhenny Sheffield Capital Management, LLC$88M
- GenWealth Group, Inc.$82M
- Tanglewood Wealth Management, Inc.$77M
- Transmarket Holdings LP$76M
- GM Advisory Group, LLC$63M
Largest adds
- FMR LLC$608M
- BlackRock, Inc.$349M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$201M
- CAPTRUST FINANCIAL ADVISORS$147M
- BANK OF AMERICA CORP /DE/$122M
- ASSETMARK, INC$114M
Largest trims
- JPMORGAN CHASE & CO$290M
- Steward Partners Investment Advisory, LLC$55M
- LPL Financial LLC$35M
- Mesirow Financial Investment Management, Inc.$25M
- ENVESTNET ASSET MANAGEMENT INC$22M
- AMERIPRISE FINANCIAL INC$19M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 23,782,177 | $2.0B | 11.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 21,086,882 | $1.7B | 10.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 17,222,354 | $1.4B | 8.5% | 2026-Q2 |
| BlackRock, Inc. added | 12,621,912 | $1.0B | 6.2% | 2026-Q2 |
| FMR LLC added | 11,506,634 | $945M | 5.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 9,027,794 | $742M | 4.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 6,154,693 | $510M | 3.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 5,682,654 | $467M | 2.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 5,600,457 | $460M | 2.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 5,477,221 | $450M | 2.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 5,038,978 | $414M | 2.5% | 2026-Q2 |
| UBS Group AG trimmed | 4,710,588 | $387M | 2.3% | 2026-Q2 |
| ASSETMARK, INC added | 4,577,908 | $376M | 2.3% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 4,344,176 | $357M | 2.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 3,545,364 | $291M | 1.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 3,485,702 | $286M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,345,948 | $275M | 1.6% | 2026-Q2 |
| PINEBRIDGE INVESTMENTS ASIA LTD added | 2,773,000 | $228M | 1.4% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 2,766,431 | $227M | 1.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 2,676,009 | $220M | 1.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 2,479,279 | $204M | 1.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,125,383 | $175M | 1.0% | 2026-Q2 |
| AIA Group Ltd added | 1,425,189 | $117M | 0.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 1,400,733 | $115M | 0.7% | 2026-Q2 |
| Focus Partners Wealth trimmed | 1,210,138 | $99M | 0.6% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 1,198,032 | $98M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 1,133,190 | $93M | 0.6% | 2026-Q2 |
| BARCLAYS PLC added | 1,053,819 | $87M | 0.5% | 2026-Q2 |
| TFC Financial Management, Inc. added | 1,026,401 | $84M | 0.5% | 2026-Q2 |
| Americana Partners, LLC added | 993,588 | $82M | 0.5% | 2026-Q2 |
| Quent Capital, LLC added | 944,744 | $78M | 0.5% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 910,823 | $75M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 898,751 | $74M | 0.4% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 870,227 | $71M | 0.4% | 2026-Q2 |
| Modern Wealth Management, LLC added | 849,764 | $70M | 0.4% | 2026-Q2 |
| CWA Asset Management Group, LLC trimmed | 843,777 | $69M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 837,714 | $69M | 0.4% | 2026-Q2 |
| TD PRIVATE CLIENT WEALTH LLC trimmed | 818,344 | $67M | 0.4% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 817,585 | $67M | 0.4% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 814,969 | $67M | 0.4% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. trimmed | 775,709 | $64M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 773,885 | $64M | 0.4% | 2026-Q2 |
| ATWOOD & PALMER INC added | 732,119 | $60M | 0.4% | 2026-Q2 |
| EVERGREEN CAPITAL MANAGEMENT LLC trimmed | 727,713 | $60M | 0.4% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 708,259 | $58M | 0.3% | 2026-Q2 |
| Fisher Asset Management, LLC added | 654,407 | $54M | 0.3% | 2026-Q2 |
| Allianz SE added | 628,900 | $52M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 626,684 | $51M | 0.3% | 2026-Q2 |
| SCOPUS ASSET MANAGEMENT, L.P. | 605,726 | $50M | 0.3% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 583,186 | $48M | 0.3% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 575,332 | $47M | 0.3% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 550,188 | $45M | 0.3% | 2026-Q2 |
| America First Investment Advisors, LLC trimmed | 535,584 | $44M | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 484,807 | $40M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 481,437 | $40M | 0.2% | 2026-Q2 |
| Dakota Wealth Management added | 476,187 | $39M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 468,870 | $38M | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 459,741 | $33M | 0.2% | 2026-Q2 |
| Strategic Investment Advisors / MI added | 458,650 | $38M | 0.2% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 449,563 | $37M | 0.2% | 2026-Q2 |
| M&T Bank Corp added | 434,450 | $36M | 0.2% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 427,389 | $35M | 0.2% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC | 421,143 | $35M | 0.2% | 2026-Q2 |
| Advisors Preferred, LLC added | 411,860 | $34M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 410,527 | $34M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 407,521 | $33M | 0.2% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC added | 400,907 | $33M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 399,031 | $33M | 0.2% | 2026-Q2 |
| Edge Wealth Management LLC added | 393,457 | $32M | 0.2% | 2026-Q2 |
| Cerity Partners OCIO LLC added | 393,387 | $32M | 0.2% | 2026-Q2 |
| SouthState Bank Corp added | 389,010 | $32M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 369,227 | $30M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 365,570 | $30M | 0.2% | 2026-Q2 |
| Curi Capital, LLC trimmed | 363,486 | $30M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC added | 361,991 | $30M | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 355,292 | $29M | 0.2% | 2026-Q2 |
| Proficio Capital Partners LLC trimmed | 354,385 | $29M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 348,622 | $29M | 0.2% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. trimmed | 335,614 | $28M | 0.2% | 2026-Q2 |
| Santa Clara Valley Transportation Authority added | 334,415 | $27M | 0.2% | 2026-Q2 |
| ELEMENT POINTE ADVISORS, LLC added | 332,037 | $27M | 0.2% | 2026-Q2 |
| Birchcreek Wealth Management, LLC added | 330,048 | $27M | 0.2% | 2026-Q2 |
| FINANCIAL CONSULATE, INC added | 328,601 | $27M | 0.2% | 2026-Q2 |
| Fiduciary Group, LLC trimmed | 321,396 | $26M | 0.2% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 320,887 | $26M | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 320,294 | $26M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 318,760 | $26M | 0.2% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 315,443 | $26M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 303,706 | $25M | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 300,808 | $25M | 0.1% | 2026-Q2 |
| NIXON PEABODY TRUST CO added | 299,198 | $25M | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 288,562 | $24M | 0.1% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 281,607 | $23M | 0.1% | 2026-Q2 |
| Clarity Financial LLC added | 266,695 | $22M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 265,473 | $22M | 0.1% | 2026-Q2 |
| Global Trust Asset Management, LLC added | 265,342 | $22M | 0.1% | 2026-Q2 |
| West Virginia University Foundation, Inc | 261,567 | $21M | 0.1% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 261,185 | $21M | 0.1% | 2026-Q2 |
| CVS HEALTH Corp added | 258,100 | $21M | 0.1% | 2026-Q2 |
| Ascent Group, LLC added | 255,546 | $21M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.