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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-244,049-6.8%3,345,948$274.74MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+140,215+122.2%254,998$20.94MQ2 2026Sep 23, 2026
Silicon Valley Capital PartnersBuy+64,060+12.5%576,059$47.30MQ2 2026Sep 21, 2026
Skyview Investment Advisors, LlcBuy+1,000—1,000$82.00Q2 2026Sep 15, 2026
Cherry Tree Wealth Management, LlcSell-243-4.2%5,541$454.97KQ2 2026Sep 15, 2026
Manufacturers Life Insurance Company, TheBuy+2,454,485+225.0%3,545,364$291.11MQ2 2026Sep 09, 2026
Integrated Wealth Concepts LlcSell-4,197-2.8%143,218$11.76MQ2 2026Sep 09, 2026
Anchor Capital Advisors LlcBuy+2,111+0.5%400,907$32.92MQ2 2026Sep 03, 2026
Allianz Asset Management GmbhBuy+50,155+59.2%134,928$11.08MQ2 2026Sep 02, 2026
Second Line Capital, LlcSell-88-3.2%2,647$217.34KQ2 2026Sep 02, 2026
Alternative Investment Advisors, Llc.Sell-560-10.5%4,769$391.60KQ2 2026Aug 31, 2026
Corient Private Wealth LlcSell-28,637-8.1%326,906$26.84MQ2 2026Aug 27, 2026
Envision Financial Transparency, LlcBuy+29,505—29,505$2.45MQ2 2026Aug 21, 2026
West Michigan Advisors, LlcBuy+613+5.6%11,614$953.63KQ2 2026Aug 21, 2026
Ridgepath Capital Management LlcBuy+244,221—244,221$20.05MQ2 2026Aug 20, 2026
Rehmann Capital Advisory GroupBuy+954+3.9%25,123$2.06MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-56,760-35.1%104,738$8.60MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcBuy+17,440+6.4%288,562$23.69MQ2 2026Aug 19, 2026
Stock Yards Bank & Trust CoSell-6,110-12.0%44,646$3.67MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+78,571+104.5%153,791$12.63MQ2 2026Aug 18, 2026
Capasso Planning Partners LlcBuy+74,526—74,526$6.12MQ2 2026Aug 18, 2026
Glenview Trust CoBuy+2,187+3.1%72,231$5.93MQ2 2026Aug 18, 2026
Blue Edge Capital, LlcBuy+264,332—264,332$2.17MQ2 2026Aug 17, 2026
Empowered Funds, LlcBuy+207,164—207,164$16.96MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-72,116-36.1%127,822$10.49MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcBuy+36,444+108.5%70,033$5.75MQ2 2026Aug 17, 2026
Proficio Capital Partners LlcSell-32,694-8.4%354,385$29.10MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+10,055+8.8%123,851$10.17MQ2 2026Aug 17, 2026
Wny Asset Management, LlcBuy+4,923—4,923$404.25KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+4,315+4.6%98,604$8.10MQ2 2026Aug 17, 2026
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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.