SHY · iShares 1-3 Year Treasury Bond ETF ETF
$81.69
-0.02 (-0.02%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 9
Total Value: $178,031,063
Total Shares: 2,168,202
Institutional Ownership Trend
24 quarters
Holder Concentration
Across 9 13F filers · Δ vs Mar 31, 2026Top Holder
54.3%
+11.4 pts
Top 5
99.5%
−0.5 pts
Top 10
100.0%
0.0 pts
HHI
3,590
Highly concentrated−120
Quarterly Activity
vs Mar 31, 2026
New
7
Increased
2
Decreased
0
Sold Out
3
Unchanged
0
Holder count:
+4
Institutional value:
+115.0%
Shares held:
+116.2%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Range Advisory, LLC | +42,758 | 116,043 | |
| Small Principia Wealth Advisory, LLC | +2,177 | 2,347 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 1,178,400 | $96,758,424 | |
| Mid ANCHOR CAPITAL ADVISORS LLC | 400,907 | $32,918,473 | |
| Large Corient Private Wealth LLC | 326,906 | $26,842,251 | |
| Mega Allianz Asset Management GmbH | 134,928 | $11,078,938 | |
| Small Alternative Investment Advisors, LLC. | 4,769 | $391,582 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large M&T Bank Corp | 430,204 | $35,521,940 | |
| Mid Dakota Wealth Management | 420,006 | $34,679,895 | |
| Micro Layline Advisors, LLC | 79,081 | $6,529,718 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC SHY | $94,081,638 | 52.85% | 1,145,800 | Put | 2026-09-02 | |
| Mid ANCHOR CAPITAL ADVISORS LLC SHY | $32,918,473 | 18.49% | 400,907 | Shares | 2026-09-03 | |
| Large Corient Private Wealth LLC SHY | $26,842,251 | 15.08% | 326,906 | Shares | 2026-08-27 | |
| Mega Allianz Asset Management GmbH SHY | $11,078,938 | 6.22% | 134,928 | Shares | 2026-09-02 | |
| Small Range Advisory, LLC SHY | $9,528,290 | 5.35% | 116,043 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC SHY | $2,676,786 | 1.50% | 32,600 | Call | 2026-09-02 | |
| Small Alternative Investment Advisors, LLC. SHY | $391,582 | 0.22% | 4,769 | Shares | 2026-08-31 | |
| Small Second Line Capital, LLC SHY | $217,345 | 0.12% | 2,647 | Shares | 2026-09-02 | |
| Small Principia Wealth Advisory, LLC SHY | $192,712 | 0.11% | 2,347 | Shares | 2026-08-26 | |
| Mid Parkside Financial Bank & Trust Bank SHY | $103,048 | 0.06% | 1,255 | Shares | 2026-09-04 |