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
↓ -2
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — SHY

Based on 1216 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SHY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,216 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.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+58 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

616 buying549 selling
Last quarter: 616 funds bought or added vs 549 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.
⚠️

Fewer new buyers each quarter (-23 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 104 → 142 → 137 → 114. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
815 out of 1,216 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 — ~114 new funds/quarter

123 → 104 → 142 → 137 → 114 new funds/Q
New funds entering each quarter: 104 → 142 → 137 → 114. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 70% veterans vs 18% newcomers

■ 70% veterans ■ 12% 1-2yr ■ 18% new
Entry-cohort mix of 1,221 holders: 855 (70%) are 2+ year veterans, 147 entered 1–2 years ago, and 219 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
39 of 1214 holders are among the 100 largest funds by AUM, controlling 54% 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Institutional Sentiment Summary — SHY

In 2026 Q2, 616 hedge funds were net buyers of SHY (114 opened a new position, 502 added to an existing one), while 549 reduced or exited (433 trimmed, 116 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 54% of total institutional value in SHY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 1216.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ishares Tr (SHY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SHY has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 80d ago
SHY
-1.0%
SPY
-2.0%

SHY outperformed SPY by +1.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
SHY
-0.6%
SPY
-1.4%

Since the filing became public, SHY outperformed SPY by +0.8% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 36 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: SHY
1K + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1202 1218 -1.31%
13F Shares 248M 221M 12.33%
Total Value $19.79B $17.79B 11.23%
New Positions 106 137 -31
Increased Positions 501 520 -19
Closed Positions 120 101 +19
Reduced Positions 428 398 +30
Total Calls 3 3 -
Total Puts 3 3 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: SHY

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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.

QUARTER:
Top 25 SHY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PineBridge Investments Asia Ltd 77.87% 2,773,000 $227.7M
2 Santa Clara Valley Transportation Authority 21.26% 334,415 $27.5M
3 Broyhill Asset Management, LLC 12.18% 166,873 $13.7M
4 Elevate Capital Advisors, LLC 10.60% 234,728 $19.3M
5 Birchcreek Wealth Management, LLC 10.56% 330,048 $27.1M
6 Mader & Shannon Wealth Management, Inc. 9.67% 252,127 $20.7M
7 CVS HEALTH Corp 9.41% 258,100 $21.2M
8 TFC Financial Management, Inc. 9.34% 1,026,401 $84.3M
9 Syntax Research, INC. 9.19% 153,197 $12.6M
10 Ridgepath Capital Management LLC 8.85% 244,221 $20.1M
11 Palladiem, LLC 8.68% 108,950 $8.9M
12 Core Capital Management & Research, inc. 8.28% 192,124 $15.8M
13 America First Investment Advisors, LLC 8.16% 535,584 $44.0M
14 Lwm Advisors Inc 7.46% 121,914 $10.0M
15 Everstar Asset Management, LLC 7.35% 185,637 $15.2M
16 Global Trust Asset Management, LLC 6.81% 265,342 $21.8M
17 Insight 2811, INC. 6.69% 210,540 $17.3M
18 Innova Wealth Partners 6.48% 192,708 $15.8M
19 Layline Advisors, LLC 6.45% 87,562 $7.2M
20 Independent Wealth Advisors LLC 5.76% 77,563 $6.4M
21 American Wealth Advisors, LLC 5.63% 73,107 $6.0M
22 Edge Wealth Management LLC 5.44% 393,457 $32.3M
23 Durante & Waters, LLC 5.42% 100,742 $8.3M
24 Advisors Preferred, LLC 5.23% 411,860 $33.7M
25 Invariant Investment Management 5.14% 106,994 $8.8M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SHY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SHY?

Slight buying edge — 53% buying: Last quarter: 616 funds bought or added vs 549 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 — 54% AUM from top-100 funds: 39 of 1214 holders are among the 100 largest funds by AUM, controlling 54% 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?

67% of holders stayed for 2+ years: 815 out of 1,216 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.

Is it too late to buy Ishares Tr (SHY) following the 2026 Q2 hedge fund 13F filings?

As of today, SHY has moved -0.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of +0.8%. Since the quarter end (June 30, 2026), SHY has gained -1.0% vs -2.0% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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