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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
LFA
426
LifeGuide Financial Advisors
Pennsylvania
$2.3M -$58.4K -710 -2%
CSP
427
Cary Street Partners
Virginia
$2.28M +$299K +3,630 +15%
RA
428
RFG Advisory
Alabama
$2.27M +$115K +1,395 +5%
OA
429
Oak Associates
Ohio
$2.27M +$2.25M +27,401 New
MIA
430
MMBG Investment Advisors
Florida
$2.25M +$82.2K +1,000 +4%
SIA
431
SeaBridge Investment Advisors
New Jersey
$2.24M -$150K -1,827 -6%
CB
432
Community Bank
New York
$2.22M +$52.6K +640 +2%
SFA
433
Sequoia Financial Advisors
Ohio
$2.19M -$209K -2,547 -9%
SJGA
434
Stephen J. Garry & Associates
New York
$2.19M +$182K +2,215 +9%
PAS
435
PKS Advisory Services
New York
$2.17M +$774K +9,417 +56%
CV
436
Counterweight Ventures
North Carolina
$2.17M +$24K +292 +1%
EAMA
437
EFG Asset Management (Americas)
Florida
$2.13M -$161K -1,958 -7%
MCM
438
MV Capital Management
Maryland
$2.12M +$262K +3,184 +14%
CAM
439
Cresset Asset Management
Illinois
$2.11M -$35.1K -427 -2%
BWM
440
Bulltick Wealth Management
Florida
$2.1M -$2.91M -35,366 -58%
AI
441
Atria Investments
North Carolina
$2.09M +$226K +2,751 +12%
WG
442
Welch Group
Alabama
$2.08M +$433K +5,265 +26%
LFASL
443
Lugano Financial Advisors SA (LFA)
Switzerland
$2.05M -$31.9K -388 -2%
4WM
444
4J Wealth Management
Virginia
$2.04M -$2.38K -29 -0.1%
RIL
445
Rothschild Investment LLC
Illinois
$2.03M +$108K +1,310 +6%
IAS
446
Insigneo Advisory Services
Florida
$2.02M +$1.67M +20,270 +482%
AWM
447
Avior Wealth Management
Nebraska
$2.01M -$56K -681 -3%
PFM
448
Phillips Financial Management
Indiana
$2M -$3.54K -43 -0.2%
DLCIG
449
D.L. Carlson Investment Group
New Hampshire
$2M -$104K -1,260 -5%
WS
450
Wedbush Securities
California
$1.99M +$740 +9 +0%

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.