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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
CAS
1276
Coppell Advisory Solutions
Texas
-$268K -3,239 Closed
KWM
1277
Kaydan Wealth Management
Michigan
-$262K -3,164 Closed
MWM
1278
McAlvany Wealth Management
Colorado
-$256K -3,096 Closed
FCFC
1279
First Commonwealth Financial Corp
Pennsylvania
-$255K -3,081 Closed
WIC
1280
Whitegate Investment Counselors
New Hampshire
-$250K -3,020 Closed
HCM
1281
Hudson Capital Management
New Jersey
-$242K -2,916 Closed
CCA
1282
Conservest Capital Advisors
Pennsylvania
-$238K -2,868 Closed
PCM
1283
Prelude Capital Management
New York
-$226K -2,730 Closed
HAS
1284
HBW Advisory Services
California
-$213K -2,578 Closed
FWSM
1285
First Wilshire Securities Management
California
-$206K -2,486 Closed
RB
1286
Renasant Bank
Mississippi
-$205K -2,473 Closed
NB
1287
Northwest Bancshares
Pennsylvania
-$205K -2,470 Closed
PA
1288
Probity Advisors
Texas
-$201K -2,432 Closed
VFG
1289
V2 Financial group
Illinois
-$200K -2,418 Closed
SA
1290
Strategic Advocates
Utah
-$158K -1,909 Closed
OC
1291
Optima Capital
Oregon
-$84.6K -1,021 Closed
VWWMG
1292
Vermillion & White Wealth Management Group
Pennsylvania
-$72.5K -875 Closed
MAM
1293
Morse Asset Management
Connecticut
-$66.3K -800 Closed
BIA
1294
Bell Investment Advisors
California
-$63.4K -765 Closed
KFI
1295
Key Financial Inc
Pennsylvania
-$41.1K -496 Closed
SPF
1296
South Plains Financial
Texas
-$38.8K -469 Closed
CWP
1297
Concord Wealth Partners
Virginia
-$33.9K -409 Closed
DWA
1298
Delos Wealth Advisors
Texas
-$29.5K -356 Closed
MCM
1299
MidAtlantic Capital Management
Virginia
-$20.5K -248 Closed
W
1300
WealthCollab
Washington
-$19.4K -234 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.