ISHARES SHORT TREASURY BOND (SHV) Institutional Ownership Changes & 13F Activity
ISHARES SHORT TREASURY BOND (SHV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Fil Ltd, Royal Bank Of Canada, Gallagher Fiduciary Advisors, Llc, Morgan Stanley, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| M&T Bank Corp | Buy | +2,390 | +277.9% | 3,250 | $358.77K | Q1 2026 | Sep 04, 2026 |
| Brighton Jones Llc | Buy | +5,723 | — | 5,723 | $631.78K | Q1 2026 | Aug 07, 2026 |
| Capital Advisor Network Llc | Buy | +4 | — | 4 | $442.00 | Q1 2026 | Aug 06, 2026 |
| Wells Fargo & Company/Mn | Buy | +287,595 | +5.8% | 5,237,551 | $578.17M | Q1 2026 | Jul 08, 2026 |
| Norris Financial Group, Llc | Buy | +145,722 | +435.3% | 179,196 | $19.78M | Q1 2026 | May 20, 2026 |
| Cadia Private Client Llc | Sell | -282 | -0.7% | 38,604 | $4.26M | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +19,421 | +415.8% | 24,092 | $2.66M | Q1 2026 | May 19, 2026 |
| Silicon Valley Capital Partners | Sell | -3,719 | -2.8% | 128,263 | $14.16M | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Sell | -106,934 | -3.4% | 2,998,060 | $330.96M | Q1 2026 | May 18, 2026 |
| Gould Capital, Llc | Sell | -31,930 | -95.9% | 1,359 | $150.02K | Q1 2026 | May 18, 2026 |
| Arete Wealth Advisors, Llc | Sell | -8,077 | -8.2% | 90,540 | $9.99M | Q1 2026 | May 18, 2026 |
| Chesapeake Wealth Management | Buy | +5,164 | — | 5,164 | $570.05K | Q1 2026 | May 18, 2026 |
| Centaurus Financial, Inc. | Buy | +3,004 | +22.5% | 16,343 | $1.80M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +2,615 | +28.5% | 11,802 | $1.30M | Q1 2026 | May 18, 2026 |
| Core Wealth Advisors, Inc. | Sell | -1,243 | -14.4% | 7,417 | $818.76K | Q1 2026 | May 18, 2026 |
| Alexander Labrunerie & Co., Inc. | Sell | -1,037 | -2.0% | 50,864 | $5.61M | Q1 2026 | May 18, 2026 |
| Ashton Thomas Securities, Llc | Buy | +24 | — | 24 | $2.66K | Q1 2026 | May 18, 2026 |
| Vestwell Advisors, Llc | Buy | +1 | — | 1 | $146.00 | Q1 2026 | May 18, 2026 |
| Fil Ltd | Buy | +994,495 | +253052.2% | 994,888 | $109.83M | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +477,064 | +53.4% | 1,369,661 | $151.20M | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, Llc | Buy | +474,863 | +10929.0% | 479,208 | $4.84K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -359,827 | -6.0% | 5,613,698 | $619.70M | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners Llc | Buy | +241,691 | — | 241,691 | $26.68M | Q1 2026 | May 15, 2026 |
| Summit Financial, Llc | Buy | +155,560 | +69.1% | 380,800 | $42.04M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Sell | -116,259 | -24.8% | 352,884 | $38.96M | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +79,474 | +135.1% | 138,295 | $15.25M | Q1 2026 | May 15, 2026 |
| Alliancebernstein L.P. | Buy | +74,017 | +514.7% | 88,398 | $9.74M | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, Llc | Sell | -69,093 | -83.7% | 13,419 | $1.48M | Q1 2026 | May 15, 2026 |
| Goldman Sachs Group Inc | Sell | -68,368 | -20.3% | 267,729 | $29.55M | Q1 2026 | May 15, 2026 |
| Citadel Advisors Llc | Buy | +67,205 | — | 67,205 | $7.42M | Q1 2026 | May 15, 2026 |
Frequently asked questions about SHV activity
Which institutional owners are buying SHV?
Institutional owners buying SHV 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 SHV activity?
"Buy" means an investor increased their reported position in SHV compared to the prior reporting period. This reflects growing exposure to ISHARES SHORT TREASURY BOND (SHV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in SHV increasing?
Institutional interest in SHV 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.