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iShares 1-3 Year Treasury Bond ETF

1,181 hedge funds and large institutions have $18.7B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 469 increasing their positions, 444 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 84

1% more funds holding in top 10

Funds holding in top 10: 8081 (+1)

1% more funds holding

Funds holding: 1,1671,181 (+14)

6% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 444

3% more capital invested

Capital invested by funds: $18.1B → $18.7B (+$572M)

1.09% less ownership

Funds ownership: 79.22%78.13% (-1.1%)

38% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $3.45M

Holders
1,181
Holders Change
+14
Holders Change %
+1.2%
% of All Funds
15.55%
Holding in Top 10
81
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.25%
% of All Funds
1.07%
New
113
Increased
469
Reduced
444
Closed
84
Calls
$2.15M
Puts
$3.45M
Net Calls
-$1.3M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
226
Independent Solutions Wealth Management
New York
$7M +$14.4K +174 +0.2%
DWM
227
Dogwood Wealth Management
Kansas
$6.98M +$364K +4,405 +5%
CA
228
Clearstead Advisors
Ohio
$6.97M -$510K -6,174 -7%
DADC
229
D.A. Davidson & Co
Montana
$6.96M +$1.2M +14,497 +21%
SR
230
Syntax Research
Florida
$6.84M -$563K -6,822 -8%
DW
231
Durante & Waters
New York
$6.83M -$136K -1,643 -2%
PCP
232
Proficio Capital Partners
Massachusetts
$6.82M -$2.35M -28,465 -26%
SMF
233
Sterling Manor Financial
New York
$6.75M +$470K +5,697 +8%
CPWA
234
Cerro Pacific Wealth Advisors
California
$6.74M +$509K +6,161 +8%
OAM
235
Oppenheimer Asset Management
New York
$6.74M +$2.17M +26,302 +48%
GWM
236
Geneos Wealth Management
Colorado
$6.66M -$5.51M -66,770 -45%
VFA
237
Values First Advisors
Tennessee
$6.61M +$37.2K +451 +0.6%
PAS
238
Park Avenue Securities
New York
$6.53M +$6.51M +78,861 New
MHB
239
Midwest Heritage Bank
Iowa
$6.44M +$213K +2,580 +3%
LHC
240
Little House Capital
Massachusetts
$6.31M +$75.8K +918 +1%
EA
241
Efficient Advisors
Ohio
$6.29M -$489K -5,928 -7%
BCM
242
Boltwood Capital Management
California
$6.26M -$8.26K -100 -0.1%
ACM
243
Alamar Capital Management
California
$6.25M +$1.04M +12,538 +20%
AAS
244
Avantax Advisory Services
Texas
$6.23M -$1.16M -14,023 -16%
FHC
245
First Heartland Consultants
Missouri
$6.21M +$1.35M +16,344 +28%
AWM
246
Axxcess Wealth Management
California
$6.2M +$2.82M +34,133 +84%
KA
247
Kooman & Associates
Pennsylvania
$6.19M -$336K -4,067 -5%
BFA
248
Buttonwood Financial Advisors
Maryland
$6.19M +$86.3K +1,045 +1%
LFG
249
Larson Financial Group
Missouri
$6.16M -$9.4M -113,844 -60%
LIM
250
Leavell Investment Management
Alabama
$6.14M -$172K -2,080 -3%

SHY Hedge Fund Activity: Q2 2025 in Review

1,181 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2025, worth a combined $18.7B — up 3.2% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SHY positions and 84 closed out — a net gain of 29 holders — while 469 added to existing stakes and 444 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $323M. The largest seller was Morgan Stanley, cutting an estimated $236M.

  • 1,181 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2025, up from 1,167 in Q1 2025.
  • Funds reported $18.7B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 113 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2025 and 84 closed out, a net change of +29 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2025 was AssetMark Inc, an estimated $323M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2025 was Morgan Stanley, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2025.