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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
WIM
401
Westside Investment Management
California
$2.62M +$88.3K +1,070 +4%
CAL
402
Capital Analysts LLC
Pennsylvania
$2.59M -$86K -1,042 -3%
BWM
403
Bulltick Wealth Management
Florida
$2.58M +$476K +5,771 +23%
LCM
404
Landscape Capital Management
New Jersey
$2.58M +$2.57M +31,124 New
FWP
405
Family Wealth Partners
North Carolina
$2.56M -$46.1K -558 -2%
FT
406
Fiduciary Trust
Massachusetts
$2.55M -$614K -7,436 -19%
NS
407
NBC Securities
Alabama
$2.54M +$1.86M +22,506 +276%
RA
408
RFG Advisory
Alabama
$2.54M +$261K +3,161 +12%
THL
409
Tillman Hartley LLC
Colorado
$2.53M -$660 -8 -0%
CSP
410
Cary Street Partners
Virginia
$2.52M +$234K +2,833 +10%
RIL
411
Rothschild Investment LLC
Illinois
$2.52M +$490K +5,931 +24%
OA
412
Oak Associates
Ohio
$2.52M +$251K +3,037 +11%
LWANC
413
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.52M -$26.2K -317 -1%
TF
414
Trek Financial
Arizona
$2.5M -$2.29M -27,724 -48%
ICM
415
Irenic Capital Management
New York
$2.49M
TFF
416
The Family Firm
Maryland
$2.48M +$150K +1,818 +6%
SJGA
417
Stephen J. Garry & Associates
New York
$2.48M +$282K +3,415 +13%
BAM
418
Berkshire Asset Management
Pennsylvania
$2.46M -$200K -2,428 -8%
HI
419
Hudock Inc
Pennsylvania
$2.45M -$177K -2,138 -7%
ACS
420
Archford Capital Strategies
Illinois
$2.45M -$111K -1,339 -4%
BFC
421
Blue Fin Capital
Rhode Island
$2.45M +$79K +957 +3%
RWB
422
RMR Wealth Builders
New Jersey
$2.44M +$165 +2 +0%
IWM
423
IHT Wealth Management
Illinois
$2.44M -$59.8K -724 -2%
MIA
424
MMBG Investment Advisors
Florida
$2.43M +$173K +2,100 +8%
SG
425
StoneX Group
New York
$2.4M -$59.5K -721 -2%

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.