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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
LPAM
501
Lodestar Private Asset Management
California
$1.64M -$25.3K -308 -2%
AWA
502
Acorn Wealth Advisors
Michigan
$1.64M +$33.6K +408 +2%
KWMG
503
King Wealth Management Group
Florida
$1.63M -$63.8K -776 -4%
UAS
504
United Asset Strategies
New York
$1.61M +$893K +10,861 +126%
NL
505
NDWM LLC
California
$1.61M +$161K +1,958 +11%
SWA
506
Strategies Wealth Advisors
Michigan
$1.6M +$1.25M +15,252 +371%
TWM
507
TriaGen Wealth Management
California
$1.6M +$150K +1,819 +10%
WB
508
WesBanco Bank
West Virginia
$1.58M -$2.96M -36,030 -65%
Deutsche Bank
509
Deutsche Bank
Germany
$1.57M +$867K +10,547 +125%
BFG
510
Birch Financial Group
New Hampshire
$1.57M +$1.06M +12,938 +214%
MA
511
Maxele Advisors
Missouri
$1.57M -$5.51K -67 -0.4%
OCBCO
512
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.56M
G
513
GenTrust
Florida
$1.56M -$82 -1 -0%
TWP
514
Tower Wealth Partners
Pennsylvania
$1.55M +$30.3K +369 +2%
RWA
515
Rooted Wealth Advisors
Illinois
$1.55M -$26.9K -327 -2%
OP
516
ORG Partners
Indiana
$1.54M -$1.56M -18,999 -50%
FTS
517
Fifth Third Securities
Ohio
$1.54M +$988K +12,015 +182%
RC
518
Roundview Capital
New Jersey
$1.53M -$28.7K -349 -2%
HWM
519
HB Wealth Management
Georgia
$1.52M +$1.18M +14,297 +347%
NWWA
520
New Wave Wealth Advisors
Arkansas
$1.51M +$67.9K +826 +5%
FCI
521
Financial Counselors Inc
Kansas
$1.51M -$86.3K -1,049 -5%
RVM
522
Robinson Value Management
Texas
$1.5M +$10.5K +128 +0.7%
GS
523
GTS Securities
New York
$1.5M +$1.49M +18,143 New
CA
524
CoreCap Advisors
Michigan
$1.49M -$221K -2,691 -13%
HCM
525
Howard Capital Management
Georgia
$1.49M +$65.1K +792 +5%

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.