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iShares 1-3 Year Treasury Bond ETF

1,155 hedge funds and large institutions have $19.5B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 436 increasing their positions, 449 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $17.6M

3.12% more ownership

Funds ownership: 78.13%81.25% (+3.1%)

4% more capital invested

Capital invested by funds: $18.7B → $19.5B (+$756M)

3% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 449

4% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 98

2% less funds holding

Funds holding: 1,1811,155 (-26)

11% less funds holding in top 10

Funds holding in top 10: 8172 (-9)

Holders
1,155
Holders Change
-26
Holders Change %
-2.2%
% of All Funds
15.16%
Holding in Top 10
72
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.11%
% of All Funds
0.95%
New
94
Increased
436
Reduced
449
Closed
98
Calls
$20.1M
Puts
$17.6M
Net Calls
+$2.51M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$105M -$1.93M -23,337 -2%
Charles Schwab
27
Charles Schwab
California
$105M -$2.98M -36,000 -3%
Stifel Financial
28
Stifel Financial
Missouri
$104M -$3.49M -42,246 -3%
ST
29
Smithfield Trust
Pennsylvania
$91.8M +$623K +7,529 +0.7%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$90.1M -$7.78M -94,067 -8%
PCP
31
Proficio Capital Partners
Massachusetts
$86.4M +$79.3M +958,615 +1,164%
Osaic Holdings
32
Osaic Holdings
Arizona
$78.4M -$13.8M -166,747 -15%
TPCW
33
TD Private Client Wealth
New York
$77.2M +$2.72M +32,876 +4%
HighTower Advisors
34
HighTower Advisors
Illinois
$75.3M -$13.3M -161,371 -15%
TFM
35
TFC Financial Management
Massachusetts
$74.5M +$1.25M +15,072 +2%
MML Investors Services
36
MML Investors Services
Massachusetts
$74.2M -$7.07M -85,514 -9%
Lido Advisors
37
Lido Advisors
California
$71.2M -$19.4M -235,028 -21%
GAG
38
GM Advisory Group
New York
$68.7M -$371K -4,487 -0.5%
US Bancorp
39
US Bancorp
Minnesota
$68.4M -$676K -8,171 -1%
Wealthfront Advisers
40
Wealthfront Advisers
California
$66.8M -$6.03M -72,926 -8%
CAMG
41
CWA Asset Management Group
Florida
$66.3M +$33.5M +405,476 +103%
Goldman Sachs
42
Goldman Sachs
New York
$65.1M -$47.4M -573,172 -42%
ECM
43
Evergreen Capital Management
Washington
$61.6M +$32.4M +391,721 +112%
BFG
44
Bleakley Financial Group
New Jersey
$61.1M -$1.2M -14,508 -2%
M&T Bank
45
M&T Bank
New York
$58.6M -$122K -1,472 -0.2%
BIAS
46
Beacon Investment Advisory Services
New Jersey
$57.8M +$974K +11,773 +2%
Amundi
47
Amundi
France
$55.5M
AP
48
Atwood & Palmer
Missouri
$55.2M +$410K +4,957 +0.8%
GC
49
Guggenheim Capital
Illinois
$51.3M +$4.84M +58,457 +10%
SAM
50
Scopus Asset Management
New York
$50.3M

SHY Hedge Fund Activity: Q3 2025 in Review

1,155 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2025, worth a combined $19.5B — up 4% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of SHY and 94 opened new positions — a net loss of 4 holders — while 449 trimmed existing stakes and 436 added.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $520M. The largest seller was AssetMark Inc, cutting an estimated $421M.

  • 1,155 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2025, down from 1,181 in Q2 2025.
  • Funds reported $19.5B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2025, up 4% quarter-over-quarter.
  • 94 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2025 and 98 closed out, a net change of -4 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2025 was CAPTRUST Financial Advisors, an estimated $520M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2025 was AssetMark Inc, an estimated $421M sold.

Based on aggregated 13F filings for Q3 2025.