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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
PWA
376
Principia Wealth Advisory
Texas
$2.87M -$1.04M -12,555 -27%
MFG
377
Magnus Financial Group
New York
$2.86M +$42.4K +513 +2%
FMN
378
Financial Management Network
California
$2.86M -$35.8K -434 -1%
WG
379
Welch Group
Alabama
$2.86M +$771K +9,337 +37%
IAG
380
Investment Advisory Group
Massachusetts
$2.86M +$28.9K +350 +1%
SPP
381
Single Point Partners
Massachusetts
$2.83M -$190K -2,304 -6%
WFAG
382
Wescott Financial Advisory Group
Pennsylvania
$2.83M -$17K -206 -0.6%
PA
383
Perennial Advisors
New York
$2.82M +$134K +1,618 +5%
WIA
384
Wealthedge Investment Advisors
New York
$2.81M -$41.4K -502 -1%
BL
385
BFSG LLC
California
$2.8M +$242K +2,932 +9%
PAM
386
Peak Asset Management
Colorado
$2.8M -$107K -1,291 -4%
PFS
387
Prospera Financial Services
Texas
$2.78M -$747K -9,049 -21%
DR
388
Davis Rea
Ontario, Canada
$2.74M +$2.73M +33,030 New
SIA
389
SkyView Investment Advisors
New Jersey
$2.73M +$856K +10,366 +46%
TIAM2
390
Tru Independence Asset Management 2
Oregon
$2.72M +$95.5K +1,157 +4%
SIC
391
Samalin Investment Counsel
New York
$2.71M +$32.4K +392 +1%
AFP
392
Ausdal Financial Partners
Iowa
$2.71M +$75.9K +919 +3%
WCP
393
Wick Capital Partners
Pennsylvania
$2.71M -$2.65M -32,061 -93%
WCM
394
Wealthcare Capital Management
Virginia
$2.68M +$4.29K +52 +0.2%
IFG
395
Independent Financial Group
California
$2.68M -$283K -3,429 -10%
CB
396
Commerce Bank
Missouri
$2.68M +$22.8K +276 +0.9%
GM
397
GeoWealth Management
Illinois
$2.65M +$1.89M +22,928 +253%
CTA
398
Chesley Taft & Associates
Illinois
$2.64M +$14K +170 +0.5%
HL
399
HeadInvest LLC
Maine
$2.63M +$5.53K +67 +0.2%
VPA
400
Vernal Point Advisors
California
$2.63M +$110K +1,330 +4%

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.