iShares 1-3 Year Treasury BO ETF (SHY): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
7 concentrated managers hold it (+1 vs last quarter) with a median weight of 0.1%.
Quarter flow (concentrated managers)
Change in managers (6 → 7): 1 opened · 0 exited = +1
Net flow in the quarter: −$41K (−495 shares) · bought $771K and sold $811KShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
The set of concentrated managers changed between quarters: with the set as it was then, 5 held it last quarter (the chart point); with today's set, 6 (the base for the change).
Concentrated managers holding it
- America First Investment Advisors$44.0M8.2%
- St. James InvestmentReduced$2.3M0.4%−0.0 pp
- Dock Street Asset ManagementReduced$1.6M0.1%−0.0 pp
- Capital CounselReduced$1.4M0.1%−0.0 pp
- Davis-reaNew$771K0.2%+0.2 pp
- New South Capital Management$749K0.0%
- Scharf Investments$502K0.0%
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Other relevant holders
Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.
- Pinebridge Investments AsiaSingle-position portfolio$228M77.9%
Largest holders of SHY (all 13F filers)
- Morgan Stanley23.8 MBank or trading desk+1.3 M
- Captrust Financial Advisors21.1 MWealth adviser+1.9 M
- Bank of America17.2 MBank or trading desk+1.6 M
- BlackRock12.6 MIndex manager+931 K
- FMR11.5 MInvestment firm+7.4 M
- JPMorgan Chase9.0 MBank or trading desk−3.5 M
- Ameriprise Financial6.2 MWealth adviser−250 K
- Wells Fargo5.7 MBank or trading desk−32 K
- Bank of New York Mellon5.6 MBank or trading desk−113 K
- LPL Financial5.5 MWealth adviser−396 K
- Shares
- 23.8 M
- Change
- +1.3 M
See more
- Type
- Bank or trading desk
- Value
- $2.0 bn
- Shares
- 21.1 M
- Change
- +1.9 M
See more
- Type
- Wealth adviser
- Value
- $1.7 bn
- Shares
- 17.2 M
- Change
- +1.6 M
See more
- Type
- Bank or trading desk
- Value
- $1.4 bn
- Shares
- 12.6 M
- Change
- +931 K
See more
- Type
- Index manager
- Value
- $1.0 bn
- Shares
- 11.5 M
- Change
- +7.4 M
See more
- Type
- Investment firm
- Value
- $945M
- Shares
- 9.0 M
- Change
- −3.5 M
See more
- Type
- Bank or trading desk
- Value
- $742M
- Shares
- 6.2 M
- Change
- −250 K
See more
- Type
- Wealth adviser
- Value
- $510M
- Shares
- 5.7 M
- Change
- −32 K
See more
- Type
- Bank or trading desk
- Value
- $467M
- Shares
- 5.6 M
- Change
- −113 K
See more
- Type
- Bank or trading desk
- Value
- $460M
- Shares
- 5.5 M
- Change
- −396 K
See more
- Type
- Wealth adviser
- Value
- $450M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.
This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.
- BlackRock Portfolio Management4.8%(fell below 5%)13G · amendmentfiling ↗Event: Dec 31, 2025 · filed: Jan 21, 2026
- BlackRockchange of filing entity → BlackRock Portfolio Management13G · amendmentfiling ↗Event: Mar 31, 2025 · filed: Apr 22, 2025
- BlackRock Portfolio Management5.9%(previously filed by BlackRock)13Gfiling ↗Event: Mar 31, 2025 · filed: Apr 15, 2025
Above 5% over time (13D/13G)
Each holder with its filings in order. History since December 2024.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗