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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
MFG
376
Magnus Financial Group
New York
$2.82M -$217K -2,638 -7%
AWM
377
Aries Wealth Management
Maine
$2.79M +$625K +7,595 +29%
NIWA
378
New Insight Wealth Advisors
California
$2.76M +$211K +2,560 +8%
SFGP
379
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.75M +$731K +8,894 +37%
GS
380
GWN Securities
Florida
$2.74M +$1.89M +22,993 +227%
GIA
381
Gladstone Institutional Advisory
Florida
$2.72M +$219K +2,658 +9%
CFG
382
Carr Financial Group
Massachusetts
$2.71M -$7.99M -97,181 -75%
PA
383
Perennial Advisors
New York
$2.68M +$758K +9,215 +40%
SIC
384
Samalin Investment Counsel
New York
$2.68M -$3.54K -43 -0.1%
WCM
385
Wealthcare Capital Management
Virginia
$2.67M +$30.1K +366 +1%
CAL
386
Capital Analysts LLC
Pennsylvania
$2.67M +$1.06M +12,875 +66%
BAM
387
Berkshire Asset Management
Pennsylvania
$2.65M -$125K -1,526 -5%
CB
388
Commerce Bank
Missouri
$2.65M +$488K +5,930 +23%
AFP
389
Ausdal Financial Partners
Iowa
$2.63M -$46.1K -561 -2%
HI
390
Hudock Inc
Pennsylvania
$2.63M +$134K +1,626 +5%
CTA
391
Chesley Taft & Associates
Illinois
$2.62M +$54.4K +661 +2%
TIAM2
392
Tru Independence Asset Management 2
Oregon
$2.62M -$386K -4,691 -13%
HL
393
HeadInvest LLC
Maine
$2.62M -$49.6K -603 -2%
GFA
394
Gallagher Fiduciary Advisors
Illinois
$2.62M +$253K +3,076 +11%
FWP
395
Family Wealth Partners
North Carolina
$2.6M -$97.3K -1,183 -4%
ACS
396
Archford Capital Strategies
Illinois
$2.56M -$33.3K -405 -1%
BL
397
BFSG LLC
California
$2.55M +$9.62K +117 +0.4%
PP
398
Prudential plc
United Kingdom
$2.55M +$2.24M +27,254 +757%
LWANC
399
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.54M -$71.4K -868 -3%
WIM
400
Westside Investment Management
California
$2.53M -$24.8K -301 -1%

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.