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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
CKAIS
426
Christensen King & Associates Investment Services
Washington
$2.39M +$58.2K +705 +3%
BCM
427
Boreal Capital Management
Florida
$2.38M +$2.37M +28,766 New
NG
428
Norden Group
Utah
$2.38M +$1.63M +19,778 +221%
NFW
429
Noble Family Wealth
Florida
$2.38M -$62.9K -762 -3%
EWM
430
EPG Wealth Management
Georgia
$2.38M -$33.6K -407 -1%
COCM
431
Charter Oak Capital Management
New Hampshire
$2.38M -$143K -1,727 -6%
PG
432
Patten Group
Tennessee
$2.37M +$446K +5,407 +23%
CB
433
Community Bank
New York
$2.35M +$125K +1,516 +6%
TCM
434
Traub Capital Management
Massachusetts
$2.33M +$2.33M +28,179 New
GIA
435
Gladstone Institutional Advisory
Florida
$2.32M -$405K -4,905 -15%
UAS
436
United Asset Strategies
New York
$2.31M +$687K +8,318 +43%
PWM
437
PMG Wealth Management
Illinois
$2.29M -$63.2K -765 -3%
HTC
438
Haverford Trust Company
Pennsylvania
$2.26M -$26.3M -318,679 -92%
BFG
439
Birch Financial Group
New Hampshire
$2.23M +$650K +7,872 +41%
SAM
440
Smartleaf Asset Management
Massachusetts
$2.2M +$895K +10,843 +69%
DLCIG
441
D.L. Carlson Investment Group
New Hampshire
$2.2M +$197K +2,392 +10%
SWM
442
SpringVest Wealth Management
Texas
$2.19M +$518K +6,278 +31%
Lazard Asset Management
443
Lazard Asset Management
New York
$2.19M
LFA
444
LifeGuide Financial Advisors
Pennsylvania
$2.16M -$143K -1,738 -6%
PIM
445
Penobscot Investment Management
Massachusetts
$2.15M -$166K -2,012 -7%
SWM
446
SFG Wealth Management
Maryland
$2.14M +$2.14M +25,880 New
SFA
447
Sequoia Financial Advisors
Ohio
$2.14M -$51.4K -622 -2%
PAS
448
PKS Advisory Services
New York
$2.14M -$36.9K -447 -2%
MMA
449
Miracle Mile Advisors
California
$2.13M +$1.83M +22,126 +609%
CV
450
Counterweight Ventures
North Carolina
$2.12M -$53.4K -647 -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.