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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
FFG
276
Fortem Financial Group
California
$5.08M -$2.27M -27,651 -31%
PMG
277
Private Management Group
California
$5.04M -$373K -4,531 -7%
William Blair & Company
278
William Blair & Company
Illinois
$5.04M +$74K +900 +2%
NAM
279
NorthCrest Asset Manangement
Minnesota
$5M -$331K -4,020 -6%
SCA
280
Snowden Capital Advisors
New York
$4.98M +$361K +4,390 +8%
Schroder Investment Management Group
281
Schroder Investment Management Group
United Kingdom
$4.87M +$486K +5,907 +11%
FHC
282
First Heartland Consultants
Missouri
$4.85M +$1.63M +19,785 +51%
UB
283
UMB Bank
Missouri
$4.85M +$925K +11,249 +24%
PAM
284
PCG Asset Management
New Jersey
$4.82M -$115K -1,396 -2%
KWM
285
Koa Wealth Management
California
$4.81M -$94.7K -1,151 -2%
AWM
286
Accurate Wealth Management
Florida
$4.8M +$4.79M +58,283 New
TF
287
Trek Financial
Arizona
$4.79M +$760K +9,243 +19%
MWM
288
MinichMacGregor Wealth Management
New York
$4.75M +$853K +10,370 +22%
CI
289
Cambiar Investors
Colorado
$4.71M -$1.1M -13,334 -19%
MA
290
MBA Advisors
Pennsylvania
$4.69M +$149K +1,808 +3%
CHJWM
291
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.67M -$205K -2,498 -4%
EA
292
Enclave Advisors
Texas
$4.63M +$156K +1,897 +4%
BFW
293
Brady Family Wealth
Missouri
$4.61M +$119K +1,448 +3%
WDL
294
Well Done LLC
Michigan
$4.59M -$1.05M -12,803 -19%
OAM
295
Oppenheimer Asset Management
New York
$4.55M +$23.8K +290 +0.5%
GLR
296
Great Lakes Retirement
Ohio
$4.51M -$228K -2,767 -5%
CFG
297
Citizens Financial Group
Rhode Island
$4.51M +$106K +1,293 +2%
MCC
298
Money Concepts Capital
Florida
$4.45M +$339K +4,124 +8%
SWM
299
SigFig Wealth Management
California
$4.45M -$11.2K -136 -0.3%
HWA
300
HCR Wealth Advisors
California
$4.44M -$371K -4,512 -8%

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.