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iShares 1-3 Year Treasury Bond ETF

1,207 hedge funds and large institutions have $20B invested in iShares 1-3 Year Treasury Bond ETF in 2026 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 503 increasing their positions, 437 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 503 | Existing positions reduced: 437

12% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 90

4% more capital invested

Capital invested by funds: $19.1B → $20B (+$858M)

0.97% more ownership

Funds ownership: 78.33%79.3% (+0.97%)

1% less funds holding

Funds holding: 1,2201,207 (-13)

17% less funds holding in top 10

Funds holding in top 10: 9478 (-16)

80% less call options, than puts

Call options by funds: $22.1M | Put options by funds: $113M

Holders
1,207
Holders Change
-13
Holders Change %
-1.07%
% of All Funds
14.58%
Holding in Top 10
78
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-17.02%
% of All Funds
0.94%
New
101
Increased
503
Reduced
437
Closed
90
Calls
$22.1M
Puts
$113M
Net Calls
-$91.1M
Net Calls Change
-$107M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.95B +$103M +1,251,734 +6%
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$1.73B +$156M +1,895,996 +10%
Bank of America
3
Bank of America
North Carolina
$1.41B +$129M +1,572,822 +10%
BlackRock
4
BlackRock
New York
$1.04B +$76.6M +931,257 +8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$945M +$611M +7,427,817 +182%
JP Morgan Chase
6
JP Morgan Chase
New York
$742M -$286M -3,479,510 -28%
Ameriprise
7
Ameriprise
Minnesota
$510M -$20.6M -250,231 -4%
Wells Fargo
8
Wells Fargo
California
$467M -$2.65M -32,199 -0.6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$460M -$9.31M -113,279 -2%
LPL Financial
10
LPL Financial
California
$450M -$32.6M -396,028 -7%
Raymond James Financial
11
Raymond James Financial
Florida
$414M +$37.9M +460,374 +10%
UBS Group
12
UBS Group
Switzerland
$387M -$9.35M -113,722 -2%
AssetMark Inc
13
AssetMark Inc
California
$376M +$115M +1,402,228 +44%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$357M +$55.6M +676,403 +18%
Manulife (Manufacturers Life Insurance)
15
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$291M +$202M +2,454,485 +225%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$286M -$2.46M -29,950 -0.9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$275M -$20.1M -244,049 -7%
PIA
18
PineBridge Investments Asia
$228M +$2.96M +36,000 +1%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$227M +$27.8M +337,691 +14%
Truist Financial
20
Truist Financial
North Carolina
$220M +$30.6M +372,632 +16%
Cerity Partners
21
Cerity Partners
New York
$204M -$2M -24,362 -1%
Stifel Financial
22
Stifel Financial
Missouri
$175M +$50.9M +619,461 +41%
AG
23
AIA Group
Hong Kong
$117M +$44M +535,118 +60%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$115M -$6.64M -80,773 -5%
Focus Partners Wealth
25
Focus Partners Wealth
Massachusetts
$99.4M -$3.26M -39,639 -3%

SHY Hedge Fund Activity: Q2 2026 in Review

1,207 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2026, worth a combined $20B — up 4.5% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SHY positions and 90 closed out — a net gain of 11 holders — while 503 added to existing stakes and 437 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $611M. The largest seller was JP Morgan Chase, cutting an estimated $286M.

  • 1,207 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2026, down from 1,220 in Q1 2026.
  • Funds reported $20B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2026, up 4.5% quarter-over-quarter.
  • 101 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2026 and 90 closed out, a net change of +11 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2026 was Fidelity Investments, an estimated $611M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2026 was JP Morgan Chase, an estimated $286M sold.

Based on aggregated 13F filings for Q2 2026.