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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
FPAS
251
Focus Partners Advisor Solutions
Missouri
$6.09M -$813K -9,849 -12%
Betterment LLC
252
Betterment LLC
New York
$6.04M -$238K -2,882 -4%
IAN
253
Integrated Advisors Network
Texas
$6.01M -$204K -2,472 -3%
GT
254
Glenview Trust
Kentucky
$6M +$159K +1,922 +3%
KPWS
255
Kestra Private Wealth Services
Texas
$5.96M -$188K -2,276 -3%
WA
256
Waverly Advisors
Alabama
$5.94M -$92K -1,114 -2%
CCA
257
Checchi Capital Advisers
California
$5.85M -$305K -3,693 -5%
WDL
258
Well Done LLC
Michigan
$5.84M +$1.2M +14,493 +26%
BNP Paribas Financial Markets
259
BNP Paribas Financial Markets
France
$5.78M -$7.13M -86,304 -55%
VHAM
260
Van Hulzen Asset Management
California
$5.77M -$2.23M -26,978 -28%
NA
261
Navellier & Associates
Nevada
$5.73M -$997K -12,081 -15%
SMAM
262
Sugar Maple Asset Management
Wisconsin
$5.73M +$121K +1,469 +2%
MFG
263
Merit Financial Group
Georgia
$5.7M +$4.92M +59,608 +645%
SP
264
Sequent Planning
Nebraska
$5.7M +$250K +3,033 +5%
BFO
265
Biltmore Family Office
North Carolina
$5.69M -$261K -3,156 -4%
GVAG
266
Great Valley Advisor Group
Delaware
$5.62M +$1.64M +19,921 +42%
FGA
267
Fortis Group Advisors
New Jersey
$5.61M -$773K -9,369 -12%
SB
268
Strategic Blueprint
Georgia
$5.6M +$124K +1,499 +2%
GAM
269
Gemmer Asset Management
California
$5.57M -$1.22M -14,820 -18%
MA
270
Modus Advisors
Minnesota
$5.55M -$77K -933 -1%
CW
271
CreativeOne Wealth
Kansas
$5.53M +$2.34M +28,403 +74%
AWM
272
Angeles Wealth Management
California
$5.5M +$5.04K +61 +0.1%
AA
273
Armis Advisers
Georgia
$5.38M +$1.88M +22,823 +54%
CPO
274
Cerity Partners OCIO
New York
$5.32M -$11.8M -142,870 -69%
MWS
275
MFA Wealth Services
California
$5.32M +$33.6K +407 +0.6%

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.