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iShares 1-3 Year Treasury Bond ETF

1,167 hedge funds and large institutions have $18.1B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 438 increasing their positions, 469 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more call options, than puts

Call options by funds: $1.43M | Put options by funds: $794K

26% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 80

0% less funds holding

Funds holding: 1,1711,167 (-4)

7% less repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 469

2% less funds holding in top 10

Funds holding in top 10: 8280 (-2)

3.46% less ownership

Funds ownership: 82.68%79.22% (-3.5%)

6% less capital invested

Capital invested by funds: $19.3B → $18.1B (-$1.2B)

Holders
1,167
Holders Change
-4
Holders Change %
-0.34%
% of All Funds
15.65%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.07%
New
101
Increased
438
Reduced
469
Closed
80
Calls
$1.43M
Puts
$794K
Net Calls
+$637K
Net Calls Change
-$23.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
251
Buttonwood Financial Advisors
Maryland
$6.09M +$290K +3,531 +5%
AG
252
Ascent Group
Virginia
$6.07M +$879K +10,686 +17%
FPW
253
Flagship Private Wealth
Massachusetts
$6.06M +$3.16M +38,396 +110%
CPP
254
Capasso Planning Partners
South Carolina
$6.04M +$515K +6,267 +9%
P
255
&Partners
Tennessee
$6.02M -$1.39M -16,884 -19%
WA
256
Waverly Advisors
Alabama
$6.02M +$116K +1,415 +2%
BFO
257
Biltmore Family Office
North Carolina
$5.94M -$79.2K -963 -1%
VWM
258
Vigilare Wealth Management
Arizona
$5.93M -$1.73M -21,095 -23%
WAM
259
Worth Asset Management
Texas
$5.88M +$5.85M +71,129 New
Jane Street
260
Jane Street
New York
$5.84M +$5.58M +67,832 +2,453%
GT
261
Glenview Trust
Kentucky
$5.83M -$1.02M -12,385 -15%
DADC
262
D.A. Davidson & Co
Montana
$5.75M +$3.43M +41,734 +150%
MA
263
Modus Advisors
Minnesota
$5.62M -$136K -1,651 -2%
SMAM
264
Sugar Maple Asset Management
Wisconsin
$5.6M -$771K -9,379 -12%
AWM
265
Angeles Wealth Management
California
$5.48M +$751K +9,133 +16%
SB
266
Strategic Blueprint
Georgia
$5.47M +$5.1M +62,015 +1,514%
SP
267
Sequent Planning
Nebraska
$5.44M +$561K +6,825 +12%
RA
268
Rational Advisors
New York
$5.34M +$4.7M +57,191 +775%
SWM
269
Spire Wealth Management
Virginia
$5.29M +$68K +827 +1%
MWS
270
MFA Wealth Services
California
$5.28M +$258K +3,142 +5%
EF
271
Empowered Funds
Pennsylvania
$5.22M +$3.43M +41,731 +195%
ACM
272
Alamar Capital Management
California
$5.2M +$3.34M +40,561 +182%
Thrivent Financial for Lutherans
273
Thrivent Financial for Lutherans
Minnesota
$5.19M +$1.41M +17,197 +38%
CCB
274
Country Club Bank
Missouri
$5.18M -$10.5K -128 -0.2%
RFS
275
Retirement Financial Solutions
Tennessee
$5.14M +$949K +11,543 +23%

SHY Hedge Fund Activity: Q1 2025 in Review

1,167 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q1 2025, worth a combined $18.1B — down 6.2% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SHY positions and 80 closed out — a net gain of 21 holders — while 438 added to existing stakes and 469 trimmed.

The largest buyer was Advisors Preferred, adding an estimated $83.8M. The largest seller was Bank of America, cutting an estimated $275M.

  • 1,167 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q1 2025, down from 1,171 in Q4 2024.
  • Funds reported $18.1B of iShares 1-3 Year Treasury Bond ETF stock for Q1 2025, down 6.2% quarter-over-quarter.
  • 101 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q1 2025 and 80 closed out, a net change of +21 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q1 2025 was Advisors Preferred, an estimated $83.8M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q1 2025 was Bank of America, an estimated $275M sold.

Based on aggregated 13F filings for Q1 2025.