We are live on ! Find out more
SHY icon

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
THL
401
Tillman Hartley LLC
Colorado
$2.52M
CIBC World Market
402
CIBC World Market
Ontario, Canada
$2.52M +$592K +7,195 +31%
COCM
403
Charter Oak Capital Management
New Hampshire
$2.52M -$51.2K -623 -2%
PS
404
Principal Securities
Iowa
$2.52M
MCP
405
Martin Capital Partners
Oregon
$2.51M -$77.9K -947 -3%
VPA
406
Vernal Point Advisors
California
$2.51M -$4.28M -52,018 -63%
IWM
407
IHT Wealth Management
Illinois
$2.49M -$69.3K -843 -3%
Russell Investments Group
408
Russell Investments Group
United Kingdom
$2.48M
ICM
409
Irenic Capital Management
New York
$2.48M +$1.97M +24,000 +400%
NL
410
NWAM LLC
Washington
$2.48M +$149K +1,813 +6%
SG
411
StoneX Group
New York
$2.45M -$27.2K -331 -1%
JSSH
412
J. Safra Sarasin Holding
$2.45M +$41K +499 +2%
NFW
413
Noble Family Wealth
Florida
$2.44M -$189K -2,303 -7%
RWB
414
RMR Wealth Builders
New Jersey
$2.44M -$40.1K -488 -2%
TFF
415
The Family Firm
Maryland
$2.43M +$158K +1,919 +7%
EWM
416
EPG Wealth Management
Georgia
$2.41M -$17.4K -211 -0.7%
FAIM
417
Financial Advocates Investment Management
Washington
$2.4M -$288K -3,500 -11%
AWAU
418
Alliance Wealth Advisors (Utah)
Utah
$2.39M -$1.19M -14,438 -33%
BFC
419
Blue Fin Capital
Rhode Island
$2.36M +$3.13K +38 +0.1%
MI
420
Motiv8 Investments
Florida
$2.36M +$440K +5,355 +23%
PWM
421
PMG Wealth Management
Illinois
$2.35M +$28.8K +350 +1%
BFWM
422
Bright Futures Wealth Management
New York
$2.34M -$265K -3,220 -10%
PWM
423
Palumbo Wealth Management
New York
$2.32M +$1.44M +17,542 +166%
CKAIS
424
Christensen King & Associates Investment Services
Washington
$2.32M +$207K +2,516 +10%
PIM
425
Penobscot Investment Management
Massachusetts
$2.31M -$61.7K -750 -3%

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.