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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
DWT
476
Dorsey & Whitney Trust
South Dakota
$1.79M +$13.5K +164 +0.8%
GA
477
Greenspring Advisors
Maryland
$1.79M +$39.1K +475 +2%
CAS
478
Coppell Advisory Solutions
Texas
$1.78M +$626K +7,610 +69%
AWM
479
Apollon Wealth Management
South Carolina
$1.78M +$10.3K +125 +0.6%
PCA
480
Prosperity Capital Advisors
Ohio
$1.77M +$1.77M +21,498 New
CTA
481
Camelot Technology Advisors
California
$1.77M -$63.5K -772 -3%
MM
482
Main Management
California
$1.75M -$17.1M -208,463 -91%
CWM
483
Congress Wealth Management
Massachusetts
$1.75M +$172K +2,096 +11%
MPPLM
484
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.74M +$238K +2,891 +16%
MWM
485
Modera Wealth Management
New Jersey
$1.74M -$409K -4,978 -19%
FA
486
Freestate Advisors
Kansas
$1.74M -$390K -4,744 -18%
CA
487
Continuum Advisory
Idaho
$1.73M +$2.47K +30 +0.1%
GI
488
GLOBALT Investments
Georgia
$1.73M -$179K -2,175 -9%
LFAS
489
Level Four Advisory Services
Texas
$1.73M +$618K +7,518 +56%
HCA
490
Heck Capital Advisors
Wisconsin
$1.73M +$1.04M +12,631 +153%
CIA
491
Concurrent Investment Advisors
Florida
$1.72M -$37.7K -459 -2%
NL
492
NVWM LLC
Pennsylvania
$1.71M +$77.4K +941 +5%
PEA
493
Park Edge Advisors
Ohio
$1.7M -$420K -5,111 -20%
PGF
494
Plan Group Financial
Oklahoma
$1.7M +$185K +2,252 +12%
WHCFA
495
William Howard & Co Financial Advisors
Tennessee
$1.68M +$2.22K +27 +0.1%
Financial Engines Advisors
496
Financial Engines Advisors
California
$1.67M -$3.74M -45,475 -69%
SWM
497
SpringVest Wealth Management
Texas
$1.67M +$61.7K +750 +4%
VCP
498
Verus Capital Partners
Arizona
$1.66M +$144K +1,746 +10%
TA
499
TFB Advisors
Kansas
$1.66M -$490K -5,954 -23%
SSA
500
SSA Swiss Advisors
$1.65M +$1.64M +19,971 New

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.