iShares 1-3 Year Treasury Bond

SHY • NASDAQ

iShares 1-3 Year Treasury Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 1,118 institutional investors hold shares in this ETF, with total holdings valued at $19.4B. MORGAN STANLEY is the largest holder with a position valued at $2.8B.

Overview

Overview of institutional ownership in SHY as of Q3 2025

All Institutions

Institutions: 1,118
Value Held: $19.4B
Shares Held: 234.1M
Avg Position: $17.4M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 19
Value Held: $206.0M
Shares Held: 2.5M
Avg Position: $10.8M
Median Position: $2.7M

Biggest Investors

Institutions with the largest positions in SHY as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$2.8B 0.17% of portfolio	33.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.65T
B BlackRock, Inc. Institution	-	$1.7B 0.03% of portfolio	19.9M shares	Q4 2015 Held for 9y 11m	$5.67T
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	James Fielding Miller CEO	$1.4B 2.89% of portfolio	17.0M shares	Q4 2015 Held for 9y 11m	$48.9B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$974.0M 0.07% of portfolio	11.7M shares	≤ Q2 2013 Held for 12y 5m+	$1.33T
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$841.4M 0.05% of portfolio	10.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T
Bank of New York Mellon Corp Institution	Robin Vince CEO	$556.1M 0.10% of portfolio	6.7M shares	≤ Q2 2013 Held for 12y 5m+	$556.34B
L LPL Financial LLC Institution	-	$548.9M 0.16% of portfolio	6.6M shares	≤ Q2 2013 Held for 12y 5m+	$340.07B
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$428.8M 0.09% of portfolio	5.2M shares	≤ Q2 2013 Held for 12y 5m+	$488.61B
M MIZUHO MARKETS AMERICAS LLC Institution	-	$414.8M 8.75% of portfolio	5.0M shares	Q3 2024 Held for 1y 2m	$4.7B
UBS Group AG Institution	Sergio P. Ermotti CEO	$406.0M 0.08% of portfolio	4.9M shares	Q4 2014 Held for 10y 11m	$511.54B

Net Capital Flow

Institutional buying and selling activity for SHY in Q3 2025

Net Flow: −$3.1B
Buyers: 433
Sellers: 535
Total Bought: +$2.1B
Total Sold: −$5.2B
Avg Position: $17.0M

Biggest Buyers

Institution	Net Bought	Current Position
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	+$521.1M +6.3M shares	$1.4B 17.0M shares
B BlackRock, Inc. Institution	+$277.9M +3.3M shares	$1.7B 19.9M shares
MORGAN STANLEY RIA/Wealth	+$241.7M +2.9M shares	$2.8B 33.7M shares
M MIZUHO MARKETS AMERICAS LLC Institution	+$200.3M +2.4M shares	$414.8M 5.0M shares
Steward Partners Investment Advisory, LLC RIA/Wealth	+$135.1M +1.6M shares	$147.3M 1.8M shares
P Proficio Capital Partners LLC Family Office	+$79.5M +958.6K shares	$86.4M 1.0M shares
BARCLAYS PLC Institution	+$63.3M +762.8K shares	$124.9M 1.5M shares
T Tower Research Capital LLC Institution	+$46.5M +560.0K shares	$46.7M 562.4K shares
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Market Neutral	+$45.8M +551.9K shares	$48.4M 583.0K shares
C CWA Asset Management Group, LLC RIA/Wealth	+$33.6M +405.5K shares	$66.3M 799.6K shares

Biggest Sellers

Institution	Net Sold	Current Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$3.8B −45.6M shares	Sold Off 0 shares
GENWORTH FINANCIAL WEALTH MANAGEMENT, INC Long Only Manager	−$422.3M −5.1M shares	$166.5M 2.0M shares
JPMORGAN CHASE & CO Institution	−$64.6M −778.7K shares	$841.4M 10.1M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$61.0M −736.6K shares	Sold Off 0 shares
Strategic Investment Advisors / MI RIA/Wealth	−$53.0M −638.9K shares	$10.6M 127.9K shares
GOLDMAN SACHS GROUP INC Institution	−$47.6M −573.2K shares	$65.1M 784.2K shares
UBS Group AG Institution	−$30.2M −364.4K shares	$406.0M 4.9M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	−$27.7M −334.3K shares	$328.4M 4.0M shares
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth	−$26.5M −319.0K shares	$28.6M 345.3K shares
W Wellspring Financial Advisors, LLC RIA/Wealth	−$24.7M −297.2K shares	$1.7M 21.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SHY in Q3 2025

New Positions: 37
New Value: $29.8M
Exited Positions: 100
Exited Value: $4.0B

New Positions

Institution	Position Value
Cadence Wealth Management LLC RIA/Wealth	$5.5M 66.6K shares
C Crossmark Global Holdings, Inc. Institution	$5.3M 64.0K shares
1858 WEALTH MANAGEMENT, LLC RIA/Wealth	$3.5M 41.9K shares
AGH Wealth Advisors, LLC RIA/Wealth	$1.9M 22.6K shares
Per Stirling Capital Management, LLC. RIA/Wealth	$1.5M 17.6K shares
Investment Research Partners LLC Hedge Fund•Multi-Strategy	$1.3M 16.2K shares
San Luis Wealth Advisors LLC RIA/Wealth	$1.0M 12.5K shares
Clare Market Investments LLC RIA/Wealth	$912.6K 11.0K shares
CHILDRESS CAPITAL ADVISORS, LLC RIA/Wealth	$896.0K 10.8K shares
P Persistent Asset Partners Ltd Institution	$829.6K 10.0K shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$3.8B 45.6M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$61.0M 736.6K shares
J JANE STREET GROUP, LLC Institution	$15.4M 185.9K shares
McElhenny Sheffield Capital Management, LLC Long Only Manager	$14.7M 176.9K shares
P Permanens Capital L.P. Institution	$13.7M 165.6K shares
K KADENSA CAPITAL Ltd Institution	$13.3M 160.2K shares
Divergent Planning, LLC RIA/Wealth	$11.8M 141.9K shares
E Estate Counselors, LLC Institution	$9.3M 112.5K shares
G GTS SECURITIES LLC Institution	$8.3M 99.8K shares
A Alliance Wealth Advisors, LLC /UT RIA/Wealth	$7.6M 91.9K shares

Options Activity

Institutions with the largest Call and Put options positions in SHY as of Q3 2025

Call Positions: 5
Call Value: $20.1M
Put Positions: 5
Put Value: $17.6M

Call Positions

Institution	Position Value
UBS Group AG Institution	$12.4M 1.5K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$3.3M 395.0 contracts
W WOLVERINE TRADING, LLC Institution	$2.8M 343.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.5M 184.0 contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Put Positions

Institution	Position Value
UBS Group AG Institution	$12.4M 1.5K contracts
W WOLVERINE TRADING, LLC Institution	$2.3M 279.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.6M 197.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$904.3K 109.0 contracts
J JANE STREET GROUP, LLC Institution	$290.4K 35.0 contracts

Most Committed Institutions

Institutions with SHY as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Lake Hills Wealth Management, LLC RIA/Wealth	Zemach Michael Sternberg Managing Partner	22.93% $43.0M	517.7K shares	Q4 2021 Held for 3y 11m	$187.3M
S Santa Clara Valley Transportation Authority Institution	-	22.92% $27.3M	329.5K shares	Q3 2024 Held for 1y 2m	$119.3M
C CRITERIA CAIXA, S.A.U. Institution	-	16.47% $165.9M	2.0M shares	Q2 2025 Held for 5 months	$1.0B
Mader & Shannon Wealth Management, Inc. RIA/Wealth	James W Mader CEO	13.65% $27.8M	335.6K shares	Q2 2025 Held for 5 months	$204.0M
Birchcreek Wealth Management, LLC RIA/Wealth	Daniel A Johnson Managing Partner	10.34% $20.0M	241.2K shares	Q2 2022 Held for 3y 5m	$193.5M
TFC Financial Management RIA/Wealth	Damon Christian Meyer CEO	9.54% $74.5M	897.7K shares	Q2 2023 Held for 2y 5m	$780.4M
M MIZUHO MARKETS AMERICAS LLC Institution	-	8.75% $414.8M	5.0M shares	Q3 2024 Held for 1y 2m	$4.7B
Innova Wealth Partners RIA/Wealth	Charles Alden Roe Managing Partner	8.17% $15.0M	180.8K shares	Q4 2020 Held for 4y 11m	$183.4M
I INSIGHT 2811, INC. RIA/Wealth	Jeffrey Richardson Keen President	7.86% $17.6M	212.7K shares	≤ Q2 2013 Held for 12y 5m+	$224.4M
L LWM ADVISORS INC Institution	-	7.85% $8.7M	105.3K shares	Q4 2024 Held for 11 months	$111.3M

Hedge Fund Spotlight

Discover hedge funds investing in SHY

Quent Capital, LLC

Hedge Fund • Long/Short

Portfolio ManagerWilliam Albert Jollie

Portfolio Value: $1.2B
Positions: 1,433
Last Reported: Q3 2025

Sector Allocation

Position in iShares 1-3 Year Treasury Bond

Market Value: $46.7M
Shares Held: 562.8K
Portfolio Weight: 3.91%
Owned Since: 2021-Q4

Top Holding	Sector	Market Value	Weight
1 Vanguard Russell 1000 Growth VONG	ETF ETF	$129.0M	10.81%
2 SPDR Nuveen Bloomberg Short Term Municipal Bond SHM	ETF ETF	$79.3M	6.64%
3 iShares MSCI EAFE Growth EFG	ETF ETF	$59.0M	4.94%