SHY icon

iShares 1-3 Year Treasury Bond ETF

1,174 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 112 funds opening new positions, 465 increasing their positions, 443 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% more capital invested

Capital invested by funds: $18.1B → $18.7B (+$575M)

1.07% less ownership

Funds ownership: 79.15%78.08% (-1.1%)

38% less call options, than puts

Call options by funds: $2.15M | Put options by funds: $3.45M

Holders
1,174
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
81
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.15M
Puts
$3.45M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NFW
426
Noble Family Wealth
Florida
$2.38M
EWM
427
EPG Wealth Management
Georgia
$2.38M
COCM
428
Charter Oak Capital Management
New Hampshire
$2.38M
PG
429
Patten Group
Tennessee
$2.37M
CB
430
Community Bank
New York
$2.35M
NL
431
NWAM LLC
Washington
$2.34M
TCM
432
Traub Capital Management
Massachusetts
$2.33M
GIA
433
Gladstone Institutional Advisory
Florida
$2.32M
UAS
434
United Asset Strategies
New York
$2.31M
PWM
435
PMG Wealth Management
Illinois
$2.29M
HTC
436
Haverford Trust Company
Pennsylvania
$2.26M
BFG
437
Birch Financial Group
New Hampshire
$2.23M
SAM
438
Smartleaf Asset Management
Massachusetts
$2.2M
DLCIG
439
D.L. Carlson Investment Group
New Hampshire
$2.2M
SWM
440
SpringVest Wealth Management
Texas
$2.19M
Lazard Asset Management
441
Lazard Asset Management
New York
$2.19M
LFA
442
LifeGuide Financial Advisors
Pennsylvania
$2.16M
PIM
443
Penobscot Investment Management
Massachusetts
$2.15M
SWM
444
SFG Wealth Management
Maryland
$2.14M
SFA
445
Sequoia Financial Advisors
Ohio
$2.14M
PAS
446
PKS Advisory Services
New York
$2.14M
MMA
447
Miracle Mile Advisors
California
$2.13M
CV
448
Counterweight Ventures
North Carolina
$2.12M
JWCA
449
J.W. Cole Advisors
Florida
$2.12M
MCM
450
MV Capital Management
Maryland
$2.12M