Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (SHY)

1K + Investors. Track Smart Money conviction in SHY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +44
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — SHY

Based on 1095 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added SHY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,095 hedge funds hold SHY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding SHY is almost the same as a year ago (+36 funds, +3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 55% buying

570 buying472 selling
Last quarter: 570 funds bought or added vs 472 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+42 vs last Q)

new funds entering per quarter
Funds opening a new SHY position: 105 → 112 → 88 → 130. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 18% medium ■ 13% new
761 out of 1,095 hedge funds have held SHY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~130 new funds/quarter

132 → 105 → 112 → 88 → 130 new funds/Q
New funds entering each quarter: 105 → 112 → 88 → 130. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Of 1,101 current holders: 773 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 52% AUM from top-100 funds

52% from top-100 AUM funds
29 of 1095 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SHY

How many hedge funds hold SHY — quarterly history vs. share price
Quarterly hedge fund ownership of SHY vs. share price

Market Analysis: SHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SHY

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

73 top-rated funds 36 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
5.8
/ 10
conviction
Hedge Fund Positioning: SHY
2026 Q1 Stats Unlock in 22 days 1K + Investors

Track Smart Money conviction in SHY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1101 1058 4.06%
13F Shares 226M 234M -3.51%
Total Value $20.18B $19.13B 5.49%
New Positions 130 88 +42
Increased Positions 452 420 +32
Closed Positions 87 119 -32
Reduced Positions 393 419 -26
Total Calls 4 4 -
Total Puts 2 5 -60.0%
PUT/CALL Ratio 0.5 1.25 Bullish

Statistics: SHY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SHY. Verified SEC 13F-HR filings.

Top 25 institutional holders of SHY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McElhenny Sheffield Capital Management, LLC 21.80% 1,065,147 $87.9M
2 Innova Wealth Partners 12.43% 318,143 $26.3M
3 TFC Financial Management, Inc. 10.08% 990,689 $81.8M
4 Mader & Shannon Wealth Management, Inc. 9.61% 251,457 $20.8M
5 Elevate Capital Advisors, LLC 9.45% 176,886 $14.6M
6 HERITAGE OAK WEALTH ADVISORS LLC 8.11% 309,201 $25.5M
7 LWM ADVISORS INC 7.69% 107,313 $8.9M
8 Global Trust Asset Management, LLC 6.40% 202,776 $16.7M
9 Tanglewood Wealth Management, Inc. 6.38% 932,323 $77.0M
10 Edge Wealth Management LLC 5.51% 390,457 $32.2M
11 Invariant Investment Management 5.40% 106,422 $8.8M
12 ALTERNA WEALTH MANAGEMENT, INC 5.23% 83,563 $6.9M
13 Everstar Asset Management, LLC 5.06% 115,152 $9.5M
14 BayBridge Capital Group, LLC 4.55% 88,665 $7.3M
15 SEMITAM BONAM LLC 4.35% 64,431 $5.3M
16 SYNTAX RESEARCH, INC. 4.15% 79,048 $6.5M
17 Israel Discount Bank of New York 4.02% 22,174 $1.8M
18 Northstar Advisory Group, LLC 3.97% 128,988 $10.7M
19 Sugar Maple Asset Management, LLC 3.96% 78,918 $6.5M
20 MBA Advisors LLC 3.94% 124,132 $10.2M
21 Values First Advisors, Inc. 3.85% 89,406 $7.4M
22 Ifrah Financial Services, Inc. 3.77% 172,642 $14.3M
23 Lake Hills Wealth Management, LLC 3.72% 80,619 $6.7M
24 MORRIS FINANCIAL CONCEPTS, INC. 3.58% 127,556 $10.5M
25 ATWOOD & PALMER INC 3.34% 717,219 $59.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (SHY)

What does the Smart Money Trend signal show for SHY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added SHY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SHY?

Slight buying edge — 55% buying: Last quarter: 570 funds bought or added vs 472 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SHY holders?

Elite ownership — 52% AUM from top-100 funds: 29 of 1095 holders are among the 100 largest funds by AUM, controlling 52% of total institutional value in SHY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SHY?

69% of holders stayed for 2+ years: 761 out of 1,095 hedge funds have held SHY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.