Who Owns SHY?
iShares 1-3 Year Treasury Bond ETF — Institutional Ownership & 13F Holdings
$82.50
-0.04 (-0.05%)
Market Cap
$24.7B
Shares Outstanding
309,512,798
Institutional Holders
1,140
Total Inst. Value
$14.9B
% of Float Held
—
QoQ Holder Change
+488
Institutional data as of Q1 2025
New Positions
336
Closed Positions
83
Increased
336
Decreased
361
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $2.8B | 33,619,624 |
| 2 | BlackRock, Inc. | $1.3B | 16,287,896 |
| 3 | BANK OF AMERICA CORP /DE/ | $988.2M | 11,944,777 |
| 4 | JPMORGAN CHASE & CO | $944.8M | 11,420,106 |
| 5 | Bank Julius Baer & Co. Ltd, Zurich | $554.8M | 5,933 |
| 6 | UBS Group AG | $423.2M | 5,114,951 |
| 7 | WELLS FARGO & COMPANY/MN | $419.8M | 5,074,843 |
| 8 | RAYMOND JAMES FINANCIAL INC | $419.3M | 5,068,597 |
| 9 | AMERIPRISE FINANCIAL INC | $334.5M | 4,043,180 |
| 10 | Bank of New York Mellon Corp | $305.8M | 3,696,195 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +323K | $419.3M |
| AMERIPRISE FINANCIAL INC | +490K | $334.5M |
| TRUIST FINANCIAL CORP | +289K | $250.8M |
| Focus Partners Wealth | +8K | $106.5M |
| Advisors Preferred, LLC | +1.0M | $102.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Proficio Capital Partners LLC | -8.1M | $9.2M |
| BANK OF AMERICA CORP /DE/ | -3.3M | $988.2M |
| BANK OF MONTREAL /CAN/ | -1.5M | $302.5M |
| MORGAN STANLEY | -886K | $2.8B |
| Members Trust Co | -880K | $42.7M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold SHY?
As of Q1 2025, 1140 institutional investors report holding SHY (iShares 1-3 Year Treasury Bond ETF) in their 13F filings.
Which hedge fund owns the most SHY?
The largest institutional holder of SHY is MORGAN STANLEY with $2.8B in shares.
Are institutions buying or selling SHY?
This quarter, 336 institutions opened new positions in SHY and 83 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.