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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
BFW
276
Brady Family Wealth
Missouri
$5.31M +$692K +8,380 +15%
GRP
277
Global Retirement Partners
California
$5.31M +$5.29M +64,047 New
Pathstone Holdings
278
Pathstone Holdings
New Jersey
$5.3M -$2.95M -35,688 -36%
RFS
279
Retirement Financial Solutions
Tennessee
$5.25M +$104K +1,263 +2%
CCB
280
Country Club Bank
Missouri
$5.14M -$56.6K -685 -1%
KPWG
281
KFA Private Wealth Group
Virginia
$5.13M +$1.14M +13,838 +29%
KWM
282
Koa Wealth Management
California
$5.11M +$292K +3,535 +6%
William Blair & Company
283
William Blair & Company
Illinois
$5.11M +$64.1K +776 +1%
VCM
284
Virtue Capital Management
Tennessee
$5.11M +$5.09M +61,619 New
GLR
285
Great Lakes Retirement
Ohio
$5.01M +$489K +5,919 +11%
SCA
286
Snowden Capital Advisors
New York
$4.96M -$25.7K -311 -0.5%
NAM
287
NorthCrest Asset Manangement
Minnesota
$4.91M -$64.4K -780 -1%
CPP
288
Capasso Planning Partners
South Carolina
$4.91M -$1.14M -13,763 -19%
P
289
&Partners
Tennessee
$4.89M -$1.14M -13,784 -19%
HIM
290
Hanlon Investment Management
New Jersey
$4.87M +$3.61M +43,690 +290%
CFG
291
Citizens Financial Group
Rhode Island
$4.85M +$331K +4,015 +7%
AI
292
Arvest Investments
Arkansas
$4.84M -$1.67M -20,168 -26%
SWM
293
Spire Wealth Management
Virginia
$4.81M -$492K -5,964 -9%
UB
294
UMB Bank
Missouri
$4.81M -$48.5K -587 -1%
MLM
295
Mount Lucas Management
Pennsylvania
$4.71M -$2.14M -25,964 -31%
EA
296
Enclave Advisors
Texas
$4.7M +$64.9K +786 +1%
CI
297
Cambiar Investors
Colorado
$4.68M -$39.5K -479 -0.8%
SPWM
298
Spartan Planning & Wealth Management
North Carolina
$4.66M -$4.36M -52,759 -48%
PAM
299
PCG Asset Management
New Jersey
$4.62M -$213K -2,583 -4%
MWM
300
MinichMacGregor Wealth Management
New York
$4.61M -$147K -1,785 -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.