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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
NAM
526
NTV Asset Management
West Virginia
$1.49M -$73.8K -898 -5%
VC
527
Vicus Capital
Pennsylvania
$1.48M +$212K +2,575 +17%
IFO
528
Independent Family Office
New York
$1.48M -$269K -3,275 -15%
ACP
529
Argyle Capital Partners
California
$1.48M +$234K +2,846 +19%
LWAM
530
Legacy Wealth Asset Management
Minnesota
$1.47M -$55.4K -674 -4%
WP
531
WealthShield Partners
North Carolina
$1.45M +$32.9K +400 +2%
KFG
532
Kelly Financial Group
Connecticut
$1.42M -$635K -7,719 -31%
RFC
533
Regions Financial Corp
Alabama
$1.4M -$12.6K -153 -0.9%
LF
534
Lee Financial
Texas
$1.4M -$187K -2,271 -12%
OCM
535
Objective Capital Management
Ohio
$1.39M +$22.5K +273 +2%
RSWM
536
Robertson Stephens Wealth Management
California
$1.39M +$966K +11,752 +232%
BA
537
Brightwater Advisory
Florida
$1.39M +$35.9K +436 +3%
AA
538
Auxano Advisors
Washington
$1.38M -$303K -3,683 -18%
CFG
539
Cooper Financial Group
California
$1.38M +$20.9K +254 +2%
RIA
540
Realta Investment Advisors
Delaware
$1.38M -$200K -2,429 -13%
CWM
541
Chemistry Wealth Management
New York
$1.37M
VC
542
Veracity Capital
Georgia
$1.35M -$203K -2,470 -13%
FFA
543
First Foundation Advisors
California
$1.35M +$103K +1,252 +8%
BW
544
Blalock Williams
Alabama
$1.35M -$67.9K -826 -5%
AAMA
545
Advanced Asset Management Advisors
Ohio
$1.34M +$56.3K +685 +4%
BL
546
Balentine LLC
Georgia
$1.34M -$65.3K -794 -5%
HKIMG
547
Hutchens & Kramer Investment Management Group
Indiana
$1.33M -$15.5K -188 -1%
CBT
548
Crews Bank & Trust
Florida
$1.32M -$46.6K -567 -3%
FMP
549
Financial Management Professionals
Texas
$1.31M +$23.7K +288 +2%
EW
550
Element Wealth
Mississippi
$1.3M -$1.07K -13 -0.1%

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.