Who Owns iShares 1-3 Year Treasury Bond ETF (SHY)?Hedge Fund & Institutional Holders

$82.60+0.04 (+0.05%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -3

Price History

$81.68$82.08$82.49$82.89$83.29Aug 24Jun 25Mar 26

SHY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+457K+$1.0T
MANUFACTURERS LIFE INSURANCE COMPANY, THEIncreased+1.9M+$155.7B
MIZUHO MARKETS AMERICAS LLCNew Position+1.7M+$141.0B
Mizuho Markets Cayman LPNew Position+1.5M+$121.9B
TFC Financial Management, Inc.New Position+932K+$77.2B
CWA Asset Management Group, LLCNew Position+858K+$71.1B
Wealthfront Advisers LLCNew Position+747K+$61.9B
BEACON INVESTMENT ADVISORY SERVICES, INC.New Position+745K+$61.7B
EVERGREEN CAPITAL MANAGEMENT LLCNew Position+736K+$61.0B
ATWOOD & PALMER INCNew Position+695K+$57.6B
Quent Capital, LLCNew Position+645K+$53.4B
PNC FINANCIAL SERVICES GROUP, INC.Increased+641K+$48.6B
STEPHENS INC /AR/New Position+485K+$40.2B
BARCLAYS PLCIncreased+460K+$37.1B
SouthState Bank CorpNew Position+402K+$33.3B

SHY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-319K-$548.4B
PineBridge Investments, L.P.Closed Position-3.6M-$295.1B
AIA Group LtdDecreased-1.0M-$147.3B
HighTower Advisors, LLCDecreased-31K-$75.3B
MML INVESTORS SERVICES, LLCDecreased-137K-$74.1B
GM Advisory Group, LLCDecreased-86K-$68.6B
M&T BANK CORPDecreased-704K-$58.3B
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.Closed Position-583K-$48.4B
Proficio Capital Partners LLCDecreased-439K-$36.5B
Tower Research Capital LLC (TRC)Decreased-406K-$34.7B
SYNOVUS FINANCIAL CORPClosed Position-407K-$33.8B
Steward Partners Investment Advisory, LLCDecreased-302K-$26.3B
Lake Hills Wealth Management, LLCDecreased-289K-$24.0B
Clarity Financial LLCDecreased-279K-$23.2B
Mesirow Financial Investment Management, Inc.Decreased-90K-$22.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/6,102,184$505.0B36.73%Share
2AMERIPRISE FINANCIAL INC4,768,061$394.0B89.04%Share
3UBS Group AG4,558,847$377.6B61.22%Share
4JPMORGAN CHASE & CO4,543,591$376.0B23.61%Share
5JPMORGAN CHASE & CO3,980,709$329.0B20.66%Share
6BANK OF AMERICA CORP /DE/3,339,181$276.0B20.08%Share
7BANK OF MONTREAL /CAN/3,162,476$261.0B90.39%Share
8WELLS FARGO & COMPANY/MN3,116,574$258.0B46.99%Share
9RAYMOND JAMES FINANCIAL INC2,909,320$240.0B74.67%Share
10BANK OF AMERICA CORP /DE/2,454,165$203.0B14.77%Share
11ROYAL BANK OF CANADA2,441,340$202.0B32.86%Share
12MANUFACTURERS LIFE INSURANCE COMPANY, THE2,240,712$185.0B152.02%Share
13ASSETMARK, INC2,173,227$180.0B367.04%Share
14BARCLAYS PLC1,965,902$162.0B38.88%Share
15WELLS FARGO & COMPANY/MN1,837,828$152.0B27.68%Share
16PNC FINANCIAL SERVICES GROUP, INC.1,723,269$142.0B77.55%Share
17MIZUHO MARKETS AMERICAS LLC1,708,955$141.0B2724.64%Share
18JPMORGAN CHASE & CO1,616,720$133.0B8.35%Share
19Mizuho Markets Cayman LP1,472,100$121.9B6.15%Share
20Steward Partners Investment Advisory, LLC1,472,724$121.0B663.52%Share
21CITIGROUP INC1,356,799$112.0B49.43%Share
22Focus Partners Wealth1,319,536$109.0B124.23%Share
23RAYMOND JAMES FINANCIAL INC1,271,878$105.0B32.67%Share
24CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,230,044$101.0B15.69%Share
25GOLDMAN SACHS GROUP INC1,047,621$86.0B10.60%Share
26STIFEL FINANCIAL CORP1,045,870$86.0B77.36%Share
27TFC Financial Management, Inc.932,479$77.2B9.69%Share
28FMR LLC909,419$75.0B3.82%Share
29CWA Asset Management Group, LLC858,478$71.1B2.56%Share
30Wealthfront Advisers LLC747,145$61.9B138.29%Share
31BEACON INVESTMENT ADVISORY SERVICES, INC.744,803$61.7B2.52%Share
32EVERGREEN CAPITAL MANAGEMENT LLC736,394$61.0B1.36%Share
33OSAIC HOLDINGS, INC.722,128$59.0B86.21%Share
34US BANCORP \DE\703,960$58.3B68.31%Share
35ATWOOD & PALMER INC694,971$57.6B3.27%Share
36Amundi670,200$55.0B14.95%Share
37Quent Capital, LLC644,941$53.4B3.85%Share
38SCOPUS ASSET MANAGEMENT, L.P.605,726$50.0B817.39%Share
39Proficio Capital Partners LLC601,836$49.8B3.50%Share
40GUGGENHEIM CAPITAL LLC599,549$49.0B350.88%Share
41Fisher Asset Management, LLC566,873$46.0B15.70%Share
42STEPHENS INC /AR/485,202$40.2B499.92%Share
43ROYAL BANK OF CANADA449,586$37.0B6.02%Share
44Modern Wealth Management, LLC433,574$35.9B654.76%Share
45Curi Capital, LLC425,098$35.0B606.48%Share
46Rockefeller Capital Management L.P.1,232,393$33.0B59.41%Share
47ALLIANCEBERNSTEIN L.P.403,828$33.0B10.42%Share
48SouthState Bank Corp381,909$31.6B1.41%Share
49EAGLE GLOBAL ADVISORS LLC377,735$31.3B1.16%Share
50UBS Group AG375,000$31.1B5.04%Put

SHY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 20251158$9.1T+545
Q3 2025613$9.5T-458
Q2 20251071$11.5T-69
Q1 20251140$15.5T+253
Q4 2024887$114617.1T+221
Q3 2024666$121654.1T+5
Q2 2024661$121897.6T+9
Q1 2024652$1015.0T—

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As of Q4 2025, 50 institutional investors hold SHY (iShares 1-3 Year Treasury Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $505.0B in shares. This quarter, 11 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SHY?

As of Q4 2025, 50 institutional investors report holding SHY (iShares 1-3 Year Treasury Bond ETF) in their 13F filings.

Who is the largest institutional holder of SHY?

The largest institutional holder of SHY is BANK OF AMERICA CORP /DE/ with $505.0B in shares.

Is institutional ownership of SHY increasing or decreasing?

This quarter, 11 institutions opened new positions in SHY and 3 closed their positions.