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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
NRI
126
NFP Retirement Inc
California
$17.5M +$1.91M +23,070 +12%
I2I
127
Insight 2811 Inc
Illinois
$17.4M +$235K +2,841 +1%
HNB
128
Huntington National Bank
Ohio
$17.4M
CWM
129
Cabot Wealth Management
Massachusetts
$17.3M +$590K +7,122 +4%
MW
130
MBL Wealth
North Carolina
$17.1M +$1.09M +13,155 +7%
PDL
131
Portfolio Design Labs
California
$17M +$4.83M +58,390 +40%
GTAM
132
Global Trust Asset Management
Florida
$16.7M +$1.53M +18,504 +10%
AA
133
Acorns Advisers
California
$16.6M +$25.2K +305 +0.2%
DIP
134
DT Investment Partners
Pennsylvania
$16.5M +$763K +9,213 +5%
UCFA
135
United Capital Financial Advisors
Texas
$16.5M -$4.62M -55,771 -22%
MA
136
Montag & Associates
Georgia
$16.5M +$1.63M +19,708 +11%
BCI
137
Brinker Capital Investments
Pennsylvania
$16.5M -$1.39M -16,820 -8%
BCWM
138
Bartlett & Co Wealth Management
Ohio
$16M -$2.74M -33,060 -15%
MAM
139
Meeder Asset Management
Ohio
$15.3M
HFS
140
Hughes Financial Services
Virginia
$14.9M +$386K +4,661 +3%
CWWM
141
Clear Wave Wealth Management
New Jersey
$14.8M +$14.8M +179,261 New
SW
142
StrongBox Wealth
Missouri
$14.7M +$1.15M +13,862 +8%
ECA
143
Elevate Capital Advisors
Colorado
$14.6M +$9.48M +114,496 +184%
CNB
144
Camden National Bank
Maine
$14.4M +$1.47M +17,699 +11%
IFS
145
Ifrah Financial Services
Arkansas
$14.3M +$1.7M +20,489 +13%
SL
146
Salomon & Ludwin
Virginia
$14.2M +$1.52M +18,387 +12%
PCA
147
Pallas Capital Advisors
Massachusetts
$14.2M +$14.2M +171,450 New
MCC
148
Money Concepts Capital
Florida
$13.8M +$9.46M +114,280 +214%
FIA
149
Foundations Investment Advisors
Arizona
$13.4M +$1.38M +16,668 +11%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$13.3M -$1.9M -22,964 -12%

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.