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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
DL
326
DOHJ LLC
Washington
$3.59M +$3.56M +43,348 New
EGA
327
Eagle Global Advisors
Texas
$3.56M -$31.5M -382,960 -90%
TW
328
Transform Wealth
Colorado
$3.54M -$36.6K -445 -1%
KWM
329
Kiker Wealth Management
Georgia
$3.54M +$470K +5,721 +15%
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$3.52M +$1.29M +15,716 +58%
AA
331
Armis Advisers
Georgia
$3.52M +$3.48M +42,376 New
PFS
332
Prospera Financial Services
Texas
$3.52M -$416K -5,054 -11%
PP
333
Patten & Patten
Tennessee
$3.51M +$200K +2,434 +6%
MG
334
Marex Group
$3.51M -$620K -7,538 -15%
WMG
335
WESCAP Management Group
California
$3.5M +$1.8M +21,879 +107%
EP
336
Essential Planning
New Hampshire
$3.5M -$198M -2,411,782 -98%
QCG
337
Quadrant Capital Group
Ohio
$3.46M -$428K -5,208 -11%
WAS
338
Winch Advisory Services
Wisconsin
$3.43M -$5.18K -63 -0.2%
PWP
339
Perfromance Wealth Partners
Illinois
$3.42M +$8.39K +102 +0.2%
SWP
340
Stratos Wealth Partners
Ohio
$3.42M +$240K +2,919 +8%
AWA
341
Arkadios Wealth Advisors
Georgia
$3.41M +$2.34M +28,456 +222%
SC
342
Sykon Capital
New York
$3.41M +$3.39M +41,172 New
SL
343
Sentinus LLC
Illinois
$3.39M -$470K -5,720 -12%
AWM
344
Axxcess Wealth Management
California
$3.37M +$740 +9 +0%
FDDB
345
Fidelity D&D Bancorp
Pennsylvania
$3.31M +$15.9K +193 +0.5%
GEM
346
Global Endowment Management
North Carolina
$3.31M -$5.86M -71,250 -64%
Millennium Management
347
Millennium Management
New York
$3.27M +$1.87M +22,738 +135%
GSEP
348
Golden State Equity Partners
California
$3.26M -$384K -4,673 -11%
IHL
349
Investment House LLC
California
$3.24M -$1.5M -18,297 -32%
AIS
350
American Investment Services
Massachusetts
$3.23M +$65.2K +793 +2%

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.