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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
FHA
301
First Horizon Advisors
Tennessee
$4.43M -$1.21M -14,773 -22%
AC
302
Apella Capital
Connecticut
$4.4M -$710K -8,630 -14%
ACM
303
AUA Capital Management
Pennsylvania
$4.39M -$24.1K -293 -0.5%
CGA
304
Crescent Grove Advisors
Illinois
$4.38M +$531K +6,458 +14%
PRI
305
Prepared Retirement Institute
Pennsylvania
$4.36M -$755K -9,181 -15%
AWA
306
Arete Wealth Advisors
Illinois
$4.35M -$292K -3,554 -6%
CIBC Private Wealth Group
307
CIBC Private Wealth Group
Georgia
$4.31M -$116K -1,405 -3%
TIM
308
Timelo Investment Management
Ontario, Canada
$4.31M -$7.13M -86,700 -62%
ODIJL
309
One Day In July LLC
Vermont
$4.21M +$238K +2,894 +6%
SFP
310
Sandbox Financial Partners
Maryland
$4.18M +$4.15M +50,518 New
PAG
311
Private Advisory Group
Washington
$4.17M -$701K -8,527 -14%
PA
312
Parallel Advisors
California
$4.01M +$32.2K +392 +0.8%
KPWG
313
KFA Private Wealth Group
Virginia
$3.98M +$715K +8,695 +22%
GVAG
314
Great Valley Advisor Group
Delaware
$3.96M +$1.87M +22,697 +90%
CF
315
CBM Financial
Texas
$3.94M +$3.93M +47,815 New
SWA
316
Stratos Wealth Advisors
Ohio
$3.93M -$106K -1,288 -3%
BCM
317
Becker Capital Management
Oregon
$3.91M +$41.4K +504 +1%
PWA
318
Principia Wealth Advisory
Texas
$3.9M +$948K +11,523 +32%
Northern Trust
319
Northern Trust
Illinois
$3.8M -$5.25M -63,883 -58%
SRWM
320
Shira Ridge Wealth Management
California
$3.79M -$88.9K -1,081 -2%
CI
321
CPR Investments
Michigan
$3.77M +$808K +9,826 +28%
SWA
322
Strata Wealth Advisors
Texas
$3.72M +$289K +3,510 +8%
Franklin Resources
323
Franklin Resources
California
$3.71M +$61.2K +744 +2%
TDWM
324
Topel & Distasi Wealth Management
California
$3.69M -$45.4K -552 -1%
ARC
325
Advisor Resource Council
Texas
$3.64M +$3.18M +38,692 +721%

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.