SHY · Insider trading · 13F holders · Congress trades
iShares 1-3 Year Treasury Bond ETF (SHY)
Who is buying and selling SHY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 343
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 4
SHY at a glance
- No open-market insider purchases or sales of SHY were filed in the last 90 days.
- 343 13F filers hold SHY among their 50 largest positions, worth $6.3B combined. The biggest bets by portfolio weight are Transmarket Holdings LP (31.8%), Edge Wealth Management LLC (18.5%) and Broyhill Asset Management, LLC (12.2%). In their latest 13Fs, 7 managers opened a new position and 112 added to one.
- Members of Congress have disclosed 11 SHY trades since 2016, 2 purchases and 2 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 16, 2025.
- SHY last closed at $81.67 on Oct 30, 2026.
SHY insider trading
No open-market insider purchases or sales of SHY were filed in the last 90 days.
Who owns SHY? Hedge funds and superinvestors
343 13F filers hold SHY among their 50 largest positions, worth $6.3B combined. The biggest bets by portfolio weight are Transmarket Holdings LP (31.8%), Edge Wealth Management LLC (18.5%) and Broyhill Asset Management, LLC (12.2%). In their latest 13Fs, 7 managers opened a new position and 112 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Captrust Financial AdvisorsWealth manager | 2.7% | $1.7B | 21,086,882 | +9.9% shares | Q2 2026 |
| Assetmark, IncWealth manager | 0.8% | $450.4M | 5,547,328 | +21.2% shares | Q3 2026 |
| RPOA Advisors, Inc.Wealth manager | 9.0% | $301.9M | 3,717,842 | New | Q3 2026 |
| Pinebridge Investments Asia LtdHedge fund | 77.9% | $227.7M | 2,773,000 | +1.3% shares | Q2 2026 |
| Edge Wealth Management LLCWealth manager | 18.5% | $123.3M | 1,518,562 | +286.0% shares | Q3 2026 |
| AIA Group LtdInvestment manager | 1.5% | $117.0M | 1,425,189 | +60.1% shares | Q2 2026 |
| Smithfield Trust CoBank & trust | 3.7% | $93.7M | 1,141,250 | +2.2% shares | Q2 2026 |
| TFC Financial Management, Inc.Wealth manager | 10.5% | $93.6M | 1,152,563 | +12.3% shares | Q3 2026 |
| Americana Partners, LLCWealth manager | 1.8% | $85.1M | 1,048,179 | +5.5% shares | Q3 2026 |
| Quent Capital, LLCWealth manager | 4.8% | $77.6M | 944,744 | +22.4% shares | Q2 2026 |
| CWA Asset Management Group, LLCWealth manager | 2.1% | $72.4M | 891,943 | +5.7% shares | Q3 2026 |
| Bleakley Financial Group, LLCWealth manager | 0.9% | $71.5M | 870,227 | -1.5% shares | Q2 2026 |
| Modern Wealth Management, LLCWealth manager | 0.8% | $69.8M | 849,764 | +80.9% shares | Q2 2026 |
| Td Private Client Wealth LLCWealth manager | 1.2% | $65.2M | 803,505 | -1.8% shares | Q3 2026 |
| Beacon Investment Advisory Services, Inc.Wealth manager | 2.4% | $63.1M | 777,479 | +0.2% shares | Q3 2026 |
| GM Advisory Group, LLCWealth manager | 2.4% | $62.5M | 757,390 | +2.1% shares | Q1 2026 |
| Atwood & Palmer IncWealth manager | 3.2% | $62.3M | 766,834 | +4.7% shares | Q3 2026 |
| Transmarket Holdings LPHedge fund | 31.8% | $56.9M | 701,232 | New | Q3 2026 |
| Evergreen Capital Management LLCWealth manager | 1.0% | $53.7M | 661,538 | -9.1% shares | Q3 2026 |
| Allianz SEInsurance company | 0.5% | $51.6M | 628,900 | +72.1% shares | Q2 2026 |
| Scopus Asset Management, L.P.Hedge fund | 1.2% | $49.7M | 605,726 | +0.0% shares | Q2 2026 |
| Silicon Valley Capital PartnersAsset manager | 3.8% | $47.3M | 576,059 | +12.5% shares | Q2 2026 |
| New Harbor Financial Group, LLCWealth manager | 7.2% | $46.8M | 575,960 | — | Q3 2026 |
| America First Investment Advisors, LLCWealth manager | 8.2% | $44.0M | 535,584 | -0.3% shares | Q2 2026 |
| Stephens Inc /ar/Investment manager | 0.4% | $39.8M | 484,807 | -3.8% shares | Q2 2026 |
| Dakota Wealth ManagementWealth manager | 0.7% | $39.1M | 476,187 | +13.4% shares | Q2 2026 |
| Strategic Investment Advisors / MIWealth manager | 2.3% | $37.7M | 458,650 | +42.6% shares | Q2 2026 |
| Advisors Preferred, LLCMutual fund manager | 5.2% | $33.7M | 411,860 | +0.3% shares | Q2 2026 |
| Anchor Capital Advisors LLCAsset manager | 0.9% | $32.9M | 400,907 | +0.5% shares | Q2 2026 |
| Cerity Partners OCIO LLCInstitutional asset manager | 1.6% | $32.3M | 393,387 | +61.0% shares | Q2 2026 |
The 30 largest of 343 positions, by value. Each manager counts with its latest 13F (Q3 2026: 161, Q2 2026: 180, Q1 2026: 2). Screen SHY in the grand portfolio →
SHY stock trades by members of Congress
Members of Congress have disclosed 11 SHY trades since 2016, 2 purchases and 2 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 16, 2025.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| May 11, 2026 | John BoozmanR-AR · Senate | Buy | $1K–15K | Sep 16, 2025 | -1.6% |
| Mar 6, 2026 | John BoozmanR-AR · Senate | Sale | $15K–50K | Feb 6, 2026 | -1.4% |
| Sep 12, 2025 | John BoozmanR-AR · Senate | Buy | $1K–15K | Aug 1, 2025 | -1.2% |
| May 14, 2025 | John BoozmanR-AR · Senate | Sale | $1K–15K | Apr 9, 2025 | -1.1% |
| Oct 18, 2024 | John BoozmanR-AR · Senate | Buy | $1K–15K | Sep 6, 2024 | -1.6% |
| Jul 11, 2024 | John BoozmanR-AR · Senate | Sale | $1K–15K | Jun 26, 2024 | +0.1% |
| Dec 12, 2023 | John BoozmanR-AR · Senate | Buy | $1K–15K | Nov 29, 2023 | -0.0% |
| Dec 12, 2023 | John BoozmanR-AR · Senate | Sale | $1K–15K | Nov 7, 2023 | +0.7% |
| Jan 4, 2023 | Carol D. MillerR-WV · House | Buy | $100K–250K | Dec 22, 2022 | +0.4% |
| Dec 20, 2017 | Patrick J. ToomeyR-PA · Senate | Buy | $15K–50K | Jan 5, 2015 | -3.4% |
| Jun 16, 2016 | Patrick J. ToomeyR-PA · Senate | Sale | $15K–50K | May 2, 2016 | -3.8% |
3 members have traded SHY: John Boozman, Carol D. Miller, Patrick J. Toomey.
SHY questions and answers
Are insiders buying SHY stock?
No open-market insider purchases or sales of SHY were filed in the last 90 days.
Which hedge funds own SHY?
343 13F filers hold SHY among their 50 largest positions, worth $6.3B combined. The biggest bets by portfolio weight are Transmarket Holdings LP (31.8%), Edge Wealth Management LLC (18.5%) and Broyhill Asset Management, LLC (12.2%). In their latest 13Fs, 7 managers opened a new position and 112 added to one.
Has Congress traded SHY?
Members of Congress have disclosed 11 SHY trades since 2016, 2 purchases and 2 sales in the past year; the latest was John Boozman (R-AR), buying $1K–15K on Sep 16, 2025.
Who is the largest holder of SHY?
Among 13F filers, Captrust Financial Advisors reports the largest SHY position, $1.7B (21,086,882 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Transmarket Holdings LP's: 31.8% of its portfolio.
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