$SHY is held by 23 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 3.74%, with an average of 0.58% of portfolio. Largest holder: NerdWallet Wealth Partners, LLC at 3.74%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES TR
13F holders
1,195
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 1,195 · Source: 13F-HR01
Madison Investment Advisors, LLC
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02
State Farm Mutual Automobile Insurance Co.
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03
Taconic Capital Advisors LP
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04
Baltimore-Washington Financial Advisors, Inc.
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05
TB Capital Gestao de Recursos Ltda.
—
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06
Sheaff Brock Investment Advisors, LLC
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07
Marquette Asset Management, LLC
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08
Yorktown Management & Research Co Inc
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09
Perkins Capital Management Inc.
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10
Parsons Capital Management INC
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
23 holders · Q1 202601
NerdWallet Wealth Partners, LLC
3.74% NEW
α +11.3pts
02
MFA Wealth Services
2.86% NEW
α +16.2pts
03
GM Advisory Group, LLC
2.41% held
α +16.5pts
04
Pacific Financial Group Inc.
1.14% held
α +14.3pts
05
Independent Solutions Wealth Management, LLC
1.03% NEW
α +19.1pts
06
Ted Buchan & Co
0.74% NEW
α +13.2pts
07
TRUE Private Wealth Advisors
0.15% NEW
α +23.4pts
08
Hummer Financial Advisory Services Inc
0.15% NEW
α +53.0pts
09
Interactive Financial Advisors, Inc.
0.13% NEW
α +15.2pts
10
Principal Securities, Inc.
0.12% NEW
α +21.3pts
11
Impact Partnership Wealth, LLC
0.06% held
α +10.3pts
12
RFG Advisory, LLC
0.05% held
α +16.2pts
13
Beverly Hills Private Wealth, LLC
0.05% held
α +10.4pts
14
Banco Santander, S.A.
0.04% held
α +12.6pts
15
Choate Investment Advisors
0.04% held
α +13.8pts
16
D L Carlson Investment Group Inc.
0.03% held
α +17.7pts
17
Fiduciary Alliance LLC
0.03% held
α +16.8pts
18
Citigroup Inc.
0.03% held
α +26.3pts
19
Cypress Capital Group
0.03% held
α +12.6pts
20
Banque Pictet & Cie SA
0.00% held
α +10.3pts
21
CV Advisors LLC
0.00% held
α +29.1pts
22
Johnson Financial Group, Inc.
0.00% held
α +14.7pts
23
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $SHY in the recent window.
Congress trades · last 90 days
6 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SHY lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SHY — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:35 UTC.