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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
Schroder Investment Management Group
301
Schroder Investment Management Group
United Kingdom
$4.54M -$335K -4,056 -7%
SB
302
Semitam Bonam
New York
$4.5M +$4.49M +54,341 New
HWA
303
HCR Wealth Advisors
California
$4.45M -$2.31K -28 -0.1%
PRI
304
Prepared Retirement Institute
Pennsylvania
$4.43M +$64.3K +779 +1%
AWA
305
Arete Wealth Advisors
Illinois
$4.42M +$68.7K +832 +2%
ACM
306
ADAR1 Capital Management
Texas
$4.42M -$4.13M -50,000 -48%
AF
307
Allworth Financial
California
$4.4M +$3.58M +43,383 +448%
ACM
308
AUA Capital Management
Pennsylvania
$4.34M -$54K -654 -1%
CHJWM
309
Carlton Hofferkamp & Jenks Wealth Management
Texas
$4.33M -$328K -3,977 -7%
CIBC Private Wealth Group
310
CIBC Private Wealth Group
Georgia
$4.32M -$3.96K -48 -0.1%
TIM
311
Timelo Investment Management
Ontario, Canada
$4.32M
SWM
312
SigFig Wealth Management
California
$4.29M -$118K -1,434 -3%
ODIJL
313
One Day In July LLC
Vermont
$4.27M +$53.5K +648 +1%
MCP
314
Martin Capital Partners
Oregon
$4.26M +$1.74M +21,047 +69%
MCC
315
Money Concepts Capital
Florida
$4.25M -$205K -2,479 -5%
AC
316
Apella Capital
Connecticut
$4.14M -$248K -3,002 -6%
BCM
317
Becker Capital Management
Oregon
$4.11M +$197K +2,383 +5%
FHA
318
First Horizon Advisors
Tennessee
$4.1M -$335K -4,054 -8%
PA
319
Parallel Advisors
California
$4.07M +$45.7K +553 +1%
SWA
320
Stratos Wealth Advisors
Ohio
$4.02M +$81.1K +982 +2%
FDDB
321
Fidelity D&D Bancorp
Pennsylvania
$3.98M +$665K +8,050 +20%
TA
322
TFB Advisors
Kansas
$3.97M +$2.31M +27,960 +140%
AIA
323
Arrow Investment Advisors
Maryland
$3.97M +$2.7M +32,761 +216%
CI
324
CPR Investments
Michigan
$3.97M +$194K +2,345 +5%
Franklin Resources
325
Franklin Resources
California
$3.95M +$235K +2,851 +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.