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
↑ +36
Streak
2Q ▲
Buyers last Q
57%

Smart Money Signals — SHY

Based on 1216 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
1,216 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 — +7% more funds vs a year ago

fund count last 6Q
+79 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

659 buying498 selling
Last quarter: 659 funds bought or added vs 498 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.
➡️

Steady new buyers — ~136 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 122 → 103 → 141 → 136. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

67% of holders stayed for 2+ years

■ 67% conviction (2yr+) ■ 18% medium ■ 15% new
817 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.
📈

Growing discovery — still being found

110 → 122 → 103 → 141 → 136 new funds/Q
New funds entering each quarter: 122 → 103 → 141 → 136. A growing number of institutions are discovering SHY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 13% 1-2yr ■ 18% new
Of 1,221 current holders: 849 (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 — 43% AUM from top-100 funds

43% from top-100 AUM funds
40 of 1216 holders are among the 100 largest funds by AUM, controlling 43% 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 Q1, 659 hedge funds were net buyers of SHY (136 opened a new position, 523 added to an existing one), while 498 reduced or exited (398 trimmed, 100 sold completely) — a 57% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 43% of total institutional value in SHY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +36 funds (more new holders than closures). 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 Q1 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 March 31, 2026 · 73d ago
SHY
-0.6%
SPY
+11.7%

SHY outperformed SPY by -12.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 28d ago
SHY
+0.3%
SPY
-1.7%

Since the filing became public, SHY outperformed SPY by +2.0% .

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 ?
Broad Consensus, Selective Conviction

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

43 top-rated funds 46 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
4.4
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1196 1180 1.36%
13F Shares 220M 228M -3.37%
Total Value $17.75B $20.35B -12.77%
New Positions 127 141 -14
Increased Positions 513 468 +45
Closed Positions 111 96 +15
Reduced Positions 393 413 -20
Total Calls 3 4 -25.0%
Total Puts 3 2 50.0%
PUT/CALL Ratio 1.0 0.5 Neutral

Statistics: SHY

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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.

QUARTER:
Top 25 SHY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 PineBridge Investments Asia Ltd 78.12% 2,737,000 $226.0M
2 Transmarket Holdings LP 29.63% 489,824 $40.6M
3 Santa Clara Valley Transportation Authority 22.63% 329,537 $27.2M
4 McElhenny Sheffield Capital Management, LLC 21.80% 1,065,147 $87.9M
5 SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 20.62% 334,883 $27.5M
6 GenWealth Group, Inc. 14.07% 996,294 $82.3M
7 Innova Wealth Partners 12.43% 318,143 $26.3M
8 Birchcreek Wealth Management, LLC 11.63% 292,449 $24.1M
9 TFC Financial Management, Inc. 10.08% 990,689 $81.8M
10 Mader & Shannon Wealth Management, Inc. 9.61% 251,457 $20.8M
11 Elevate Capital Advisors, LLC 9.45% 176,886 $14.6M
12 CVS HEALTH Corp 9.07% 233,100 $19.2M
13 America First Investment Advisors, LLC 8.27% 537,036 $44.3M
14 Heritage Oak Wealth Advisors LLC 8.11% 309,201 $25.5M
15 Lwm Advisors Inc 7.69% 107,313 $8.9M
16 Insight 2811, INC. 7.29% 211,194 $17.4M
17 Global Trust Asset Management, LLC 6.40% 202,776 $16.7M
18 American Wealth Advisors, LLC 6.38% 74,182 $6.1M
19 Tanglewood Wealth Management, Inc. 6.38% 932,323 $77.0M
20 Broyhill Asset Management, LLC 6.24% 81,724 $6.7M
21 Alamar Capital Management, LLC 5.71% 113,224 $9.3M
22 Edge Wealth Management LLC 5.51% 390,457 $32.2M
23 Invariant Investment Management 5.40% 106,422 $8.8M
24 Durante & Waters, LLC 5.40% 90,300 $7.5M
25 Ascent Advisors, LLC 5.35% 35,266 $2.9M
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 — 2 quarters in a row: For 2 consecutive quarters, 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 — 57% buying: Last quarter: 659 funds bought or added vs 498 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 — 43% AUM from top-100 funds: 40 of 1216 holders are among the 100 largest funds by AUM, controlling 43% 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: 817 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 Q1 hedge fund 13F filings?

As of today, SHY has moved +0.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to -1.7% for the SPY sector ETF — an outperformance of +2.0%. Since the quarter end (March 31, 2026), SHY has gained -0.6% vs +11.7% 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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