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iShares 1-3 Year Treasury Bond ETF

1,220 hedge funds and large institutions have $19.1B invested in iShares 1-3 Year Treasury Bond ETF in 2026 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 536 increasing their positions, 400 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more call options, than puts

Call options by funds: $20.4M | Put options by funds: $4.86M

34% more first-time investments, than exits

New positions opened: 114 | Existing positions closed: 85

34% more repeat investments, than reductions

Existing positions increased: 536 | Existing positions reduced: 400

24% more funds holding in top 10

Funds holding in top 10: 7694 (+18)

1% more funds holding

Funds holding: 1,2051,220 (+15)

4% more capital invested

Capital invested by funds: $18.4B → $19.1B (+$738M)

0.08% less ownership

Funds ownership: 78.41%78.33% (-0.08%)

Holders
1,220
Holders Change
+15
Holders Change %
+1.24%
% of All Funds
14.93%
Holding in Top 10
94
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+23.68%
% of All Funds
1.15%
New
114
Increased
536
Reduced
400
Closed
85
Calls
$20.4M
Puts
$4.86M
Net Calls
+$15.5M
Net Calls Change
+$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
101
Scotia Capital
Ontario, Canada
$24.6M +$81.5K +985 +0.3%
NA
102
NewEdge Advisors
Louisiana
$24.5M +$12.2M +147,382 +99%
BWM
103
Birchcreek Wealth Management
Ohio
$24.1M +$663K +8,006 +3%
MP
104
Moment Partners
California
$23.8M +$23.8M +288,044 New
Baird Financial Group
105
Baird Financial Group
Wisconsin
$23.8M +$1.25M +15,144 +6%
NPT
106
Nixon Peabody Trust
Massachusetts
$23.3M +$835K +10,087 +4%
OIA
107
OneDigital Investment Advisors
Kansas
$23.3M -$1.26M -15,266 -5%
JIC
108
Johnson Investment Counsel
Ohio
$23.1M +$23.1M +279,548 New
KAS
109
Kestra Advisory Services
Texas
$23M +$4.76M +57,549 +26%
KWM
110
Kingsview Wealth Management
Oregon
$22.4M +$13.5M +163,094 +151%
CF
111
Clarity Financial
Texas
$21.6M +$886K +10,699 +4%
WVUF
112
West Virginia University Foundation
West Virginia
$21.6M +$21.7M +261,567 New
MSWM
113
Mader & Shannon Wealth Management
Missouri
$20.8M -$6.97M -84,188 -25%
HSBC Holdings
114
HSBC Holdings
United Kingdom
$20.4M -$1.45M -17,508 -8%
CPO
115
Cerity Partners OCIO
New York
$20.2M +$14M +168,890 +224%
DAS
116
Dynamic Advisor Solutions
Arizona
$20.2M -$1.5M -18,106 -7%
Kovitz Investment Group Partners
117
Kovitz Investment Group Partners
Illinois
$20.1M -$291K -3,513 -1%
PA
118
Procyon Advisors
Connecticut
$19.9M -$2.63M -31,790 -12%
Jones Financial Companies
119
Jones Financial Companies
Missouri
$19.5M +$2.61M +31,561 +15%
AG
120
Ascent Group
Virginia
$19.4M +$4.28M +51,725 +28%
CH
121
CVS Health
Rhode Island
$19.2M +$19.3M +233,100 New
PGFC
122
Peapack-Gladstone Financial Corp
New Jersey
$19M -$445K -5,371 -2%
CIA
123
Concurrent Investment Advisors
Florida
$18.8M -$2.64M -31,875 -12%
BI
124
Ballast Inc
Kentucky
$18.3M +$584K +7,054 +3%
VCM
125
Virtue Capital Management
Tennessee
$17.6M +$16.6M +200,630 +1,550%

SHY Hedge Fund Activity: Q1 2026 in Review

1,220 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2026, worth a combined $19.1B — up 4% from $18.4B a quarter earlier.

Buyers outnumbered sellers: 114 funds opened new SHY positions and 85 closed out — a net gain of 29 holders — while 536 added to existing stakes and 400 trimmed.

The largest buyer was Bank of America, adding an estimated $286M. The largest seller was Morgan Stanley, cutting an estimated $341M.

  • 1,220 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2026, up from 1,205 in Q4 2025.
  • Funds reported $19.1B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2026, up 4% quarter-over-quarter.
  • 114 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2026 and 85 closed out, a net change of +29 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2026 was Bank of America, an estimated $286M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2026 was Morgan Stanley, an estimated $341M sold.

Based on aggregated 13F filings for Q1 2026.