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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
Allianz Asset Management
351
Allianz Asset Management
Germany
$3.3M +$3.29M +39,826 New
ATFA
352
All Terrain Financial Advisors
Minnesota
$3.27M +$156K +1,886 +5%
AWM
353
Aries Wealth Management
Maine
$3.26M +$471K +5,707 +17%
SL
354
Sentinus LLC
Illinois
$3.26M -$139K -1,679 -4%
NL
355
NWAM LLC
Washington
$3.24M +$761K +9,221 +31%
BPA
356
Beacon Pointe Advisors
California
$3.23M +$150K +1,821 +5%
HIA
357
Harbor Investment Advisory
Maryland
$3.2M -$27.9K -338 -0.9%
BBVA
358
Banco Bilbao Vizcaya Argentaria
Spain
$3.19M +$61.9K +750 +2%
RIA
359
Regal Investment Advisors
Michigan
$3.19M +$194K +2,355 +7%
BFA
360
Blueprint Financial Advisors
North Carolina
$3.18M -$12.4M -150,082 -80%
SFGP
361
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$3.18M +$427K +5,178 +16%
PS
362
Principal Securities
Iowa
$3.16M +$617K +7,471 +24%
WANY
363
Wealthspire Advisors (New York)
New York
$3.08M -$40K -484 -1%
PP
364
Prudential plc
United Kingdom
$3.07M +$509K +6,170 +20%
AIS
365
American Investment Services
Massachusetts
$3.05M -$187K -2,260 -6%
DCA
366
DSG Capital Advisors
Minnesota
$3.05M +$3.04M +36,763 New
MBI
367
May Barnhard Investments
Maryland
$3.04M -$129K -1,559 -4%
PPW
368
Presilium Private Wealth
Pennsylvania
$3.04M -$186K -2,248 -6%
CFG
369
Carr Financial Group
Massachusetts
$3.03M +$322K +3,897 +12%
NIWA
370
New Insight Wealth Advisors
California
$2.99M +$223K +2,699 +8%
AI
371
Atria Investments
North Carolina
$2.98M +$887K +10,749 +43%
AWM
372
AE Wealth Management
Kansas
$2.98M +$46.8K +567 +2%
CIBC World Market
373
CIBC World Market
Ontario, Canada
$2.97M +$451K +5,466 +18%
PPH
374
Pure Portfolios Holdings
Oregon
$2.92M -$145K -1,753 -5%
LFAS
375
Level Four Advisory Services
Texas
$2.91M +$1.17M +14,156 +68%

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.