ISHARES 1-3 YEAR TREASURY BO (SHY) Institutional Ownership Changes & 13F Activity
ISHARES 1-3 YEAR TREASURY BO (SHY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Manufacturers Life Insurance Company, The, Blue Edge Capital, Llc, Ridgepath Capital Management Llc, Envestnet Asset Management Inc, and Empowered Funds, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -244,049 | -6.8% | 3,345,948 | $274.74M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +140,215 | +122.2% | 254,998 | $20.94M | Q2 2026 | Sep 23, 2026 |
| Silicon Valley Capital Partners | Buy | +64,060 | +12.5% | 576,059 | $47.30M | Q2 2026 | Sep 21, 2026 |
| Skyview Investment Advisors, Llc | Buy | +1,000 | — | 1,000 | $82.00 | Q2 2026 | Sep 15, 2026 |
| Cherry Tree Wealth Management, Llc | Sell | -243 | -4.2% | 5,541 | $454.97K | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +2,454,485 | +225.0% | 3,545,364 | $291.11M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -4,197 | -2.8% | 143,218 | $11.76M | Q2 2026 | Sep 09, 2026 |
| Anchor Capital Advisors Llc | Buy | +2,111 | +0.5% | 400,907 | $32.92M | Q2 2026 | Sep 03, 2026 |
| Allianz Asset Management Gmbh | Buy | +50,155 | +59.2% | 134,928 | $11.08M | Q2 2026 | Sep 02, 2026 |
| Second Line Capital, Llc | Sell | -88 | -3.2% | 2,647 | $217.34K | Q2 2026 | Sep 02, 2026 |
| Alternative Investment Advisors, Llc. | Sell | -560 | -10.5% | 4,769 | $391.60K | Q2 2026 | Aug 31, 2026 |
| Corient Private Wealth Llc | Sell | -28,637 | -8.1% | 326,906 | $26.84M | Q2 2026 | Aug 27, 2026 |
| Envision Financial Transparency, Llc | Buy | +29,505 | — | 29,505 | $2.45M | Q2 2026 | Aug 21, 2026 |
| West Michigan Advisors, Llc | Buy | +613 | +5.6% | 11,614 | $953.63K | Q2 2026 | Aug 21, 2026 |
| Ridgepath Capital Management Llc | Buy | +244,221 | — | 244,221 | $20.05M | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Buy | +954 | +3.9% | 25,123 | $2.06M | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -56,760 | -35.1% | 104,738 | $8.60M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +17,440 | +6.4% | 288,562 | $23.69M | Q2 2026 | Aug 19, 2026 |
| Stock Yards Bank & Trust Co | Sell | -6,110 | -12.0% | 44,646 | $3.67M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +78,571 | +104.5% | 153,791 | $12.63M | Q2 2026 | Aug 18, 2026 |
| Capasso Planning Partners Llc | Buy | +74,526 | — | 74,526 | $6.12M | Q2 2026 | Aug 18, 2026 |
| Glenview Trust Co | Buy | +2,187 | +3.1% | 72,231 | $5.93M | Q2 2026 | Aug 18, 2026 |
| Blue Edge Capital, Llc | Buy | +264,332 | — | 264,332 | $2.17M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +207,164 | — | 207,164 | $16.96M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -72,116 | -36.1% | 127,822 | $10.49M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +36,444 | +108.5% | 70,033 | $5.75M | Q2 2026 | Aug 17, 2026 |
| Proficio Capital Partners Llc | Sell | -32,694 | -8.4% | 354,385 | $29.10M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +10,055 | +8.8% | 123,851 | $10.17M | Q2 2026 | Aug 17, 2026 |
| Wny Asset Management, Llc | Buy | +4,923 | — | 4,923 | $404.25K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +4,315 | +4.6% | 98,604 | $8.10M | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about SHY activity
Which institutional owners are buying SHY?
Institutional owners buying SHY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in SHY activity?
"Buy" means an investor increased their reported position in SHY compared to the prior reporting period. This reflects growing exposure to ISHARES 1-3 YEAR TREASURY BO (SHY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SHY increasing?
Institutional interest in SHY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.