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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
JWM
326
JGP Wealth Management
Oregon
$3.9M +$2.6M +31,523 +203%
Northern Trust
327
Northern Trust
Illinois
$3.88M +$72.7K +880 +2%
AWS
328
Atria Wealth Solutions
New York
$3.85M -$8.53M -103,270 -69%
PP
329
Patten & Patten
Tennessee
$3.81M +$289K +3,504 +8%
KWM
330
Kiker Wealth Management
Georgia
$3.79M +$248K +3,004 +7%
IHL
331
Investment House LLC
California
$3.77M +$528K +6,392 +16%
SC
332
Sykon Capital
New York
$3.71M +$293K +3,554 +9%
AWA
333
Arkadios Wealth Advisors
Georgia
$3.69M +$273K +3,301 +8%
SRWM
334
Shira Ridge Wealth Management
California
$3.64M -$153K -1,859 -4%
PBO
335
Peoples Bank (Ohio)
Ohio
$3.58M +$484K +5,865 +16%
EGA
336
Eagle Global Advisors
Texas
$3.57M -$1.24K -15 -0%
KP
337
Keel Point
Alabama
$3.5M +$504K +6,105 +17%
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
$3.46M -$1.73M -20,941 -33%
WAS
339
Winch Advisory Services
Wisconsin
$3.46M +$16.9K +205 +0.5%
TDWM
340
Topel & Distasi Wealth Management
California
$3.45M -$245K -2,971 -7%
EP
341
Essential Planning
New Hampshire
$3.44M -$60.8K -737 -2%
PWP
342
Perfromance Wealth Partners
Illinois
$3.43M +$8.83K +107 +0.3%
WMG
343
WESCAP Management Group
California
$3.42M -$85K -1,029 -2%
AFG
344
Atomi Financial Group
New York
$3.39M +$412K +4,993 +14%
GSEP
345
Golden State Equity Partners
California
$3.39M +$121K +1,468 +4%
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$3.36M -$173K -2,093 -5%
FPW
347
Flagship Private Wealth
Massachusetts
$3.34M -$2.72M -32,951 -45%
SWA
348
Strata Wealth Advisors
Texas
$3.32M -$402K -4,867 -11%
GEM
349
Global Endowment Management
North Carolina
$3.31M
PMG
350
Private Management Group
California
$3.3M -$1.74M -21,126 -35%

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.