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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
VFA
1251
Valeo Financial Advisors
Indiana
-$670K -8,086 Closed
FWM
1252
FLP Wealth Management
Arkansas
-$655K -7,912 Closed
SPAS
1253
Spectrum Planning & Advisory Services
California
-$655K -7,903 Closed
SAMC
1254
Spectrum Asset Management (California)
California
-$621K -7,500 Closed
EMCIP
1255
Ewing Morris & Co Investment Partners
Ontario, Canada
-$578K -6,892 Closed
SFG
1256
Sunburst Financial Group
Alabama
-$556K -6,717 Closed
PPW
1257
Pasadena Private Wealth
California
-$491K -5,926 Closed
BWCS
1258
Beirne Wealth Consulting Services
Connecticut
-$487K -5,885 Closed
EC
1259
EdgeRock Capital
Colorado
-$461K -5,566 Closed
NG
1260
Norden Group
Utah
-$449K -5,417 Closed
SIA
1261
SkyView Investment Advisors
New Jersey
-$437K -5,275 Closed
PCA
1262
Prosperity Capital Advisors
Ohio
-$433K -5,229 Closed
GFG
1263
Goldstone Financial Group
Illinois
-$403K -4,866 Closed
HW
1264
Hancock Whitney
Mississippi
-$372K -4,491 Closed
BF
1265
BOK Financial
Oklahoma
-$365K -4,407 Closed
CCM
1266
Crabel Capital Management
California
-$354K -4,270 Closed
HCM
1267
Hilton Capital Management
New York
-$333K -4,019 Closed
OAP
1268
One Advisory Partners
Kansas
-$315K -3,809 Closed
FCH
1269
Freestone Capital Holdings
Washington
-$313K -3,782 Closed
EW
1270
Elyxium Wealth
California
-$302K -3,642 Closed
WWG
1271
West Wealth Group
California
-$299K -3,604 Closed
TA
1272
Tectonic Advisors
Texas
-$295K -3,560 Closed
CCP
1273
Cushing Capital Partners
Wisconsin
-$294K -3,544 Closed
CSF
1274
Capital Squared Financial
Maryland
-$282K -3,410 Closed
GHA
1275
GW Henssler & Associates
Georgia
-$279K -3,373 Closed

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.