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iShares 1-3 Year Treasury Bond ETF

1,181 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 113 funds opening new positions, 469 increasing their positions, 444 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 84

1% more funds holding in top 10

Funds holding in top 10: 8081 (+1)

1% more funds holding

Funds holding: 1,1671,181 (+14)

6% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 444

3% more capital invested

Capital invested by funds: $18.1B → $18.7B (+$572M)

1.09% less ownership

Funds ownership: 79.22%78.13% (-1.1%)

38% less call options, than puts

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

Holders
1,181
Holders Change
+14
Holders Change %
+1.2%
% of All Funds
15.55%
Holding in Top 10
81
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.25%
% of All Funds
1.07%
New
113
Increased
469
Reduced
444
Closed
84
Calls
$2.15M
Puts
$3.45M
Net Calls
-$1.3M
Net Calls Change
-$1.94M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
526
Cullen/Frost Bankers
Texas
$1.58M +$446K +5,398 +40%
KWMG
527
King Wealth Management Group
Florida
$1.57M -$57.6K -698 -4%
OCBCO
528
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.56M -$1.4K -17 -0.1%
SAG
529
SageView Advisory Group
California
$1.56M +$609K +7,378 +64%
RIA
530
Realta Investment Advisors
Delaware
$1.56M +$183K +2,222 +13%
SWA
531
Strategies Wealth Advisors
Michigan
$1.55M -$52.2K -632 -3%
TWP
532
Tower Wealth Partners
Pennsylvania
$1.55M -$6.93K -84 -0.4%
VC
533
Vicus Capital
Pennsylvania
$1.53M +$47.2K +572 +3%
GI
534
GLOBALT Investments
Georgia
$1.52M -$217K -2,625 -13%
FH
535
Financial Harvest
Florida
$1.5M +$1.49M +18,087 New
ACP
536
Argyle Capital Partners
California
$1.49M +$14.9K +180 +1%
LWM
537
Latko Wealth Management
Illinois
$1.49M +$418K +5,059 +39%
MA
538
Maxele Advisors
Missouri
$1.49M -$83.2K -1,008 -5%
IF
539
Intrua Financial
Texas
$1.48M +$845K +10,235 +135%
LWAM
540
Legacy Wealth Asset Management
Minnesota
$1.47M +$1.73K +21 +0.1%
WP
541
WealthShield Partners
North Carolina
$1.47M +$15K +182 +1%
RVM
542
Robinson Value Management
Texas
$1.47M -$37.2K -450 -2%
FAIM
543
Financial Advocates Investment Management
Washington
$1.46M -$939K -11,371 -39%
PCS
544
Personal CFO Solutions
New Jersey
$1.44M +$1.09M +13,229 +315%
BAM
545
Belpointe Asset Management
Nevada
$1.43M +$209K +2,534 +17%
CCAL
546
City Center Advisors LLC
Michigan
$1.42M +$1.42M +17,174 New
VC
547
Veracity Capital
Georgia
$1.4M +$46.6K +564 +3%
TSS
548
Two Sigma Securities
New York
$1.4M +$1.39M +16,880 New
Millennium Management
549
Millennium Management
New York
$1.38M -$1.89M -22,874 -58%
CWM
550
Chemistry Wealth Management
New York
$1.37M -$1.07K -13 -0.1%

SHY Hedge Fund Activity: Q2 2025 in Review

1,181 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q2 2025, worth a combined $18.7B — up 3.2% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SHY positions and 84 closed out — a net gain of 29 holders — while 469 added to existing stakes and 444 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $323M. The largest seller was Morgan Stanley, cutting an estimated $236M.

  • 1,181 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q2 2025, up from 1,167 in Q1 2025.
  • Funds reported $18.7B of iShares 1-3 Year Treasury Bond ETF stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 113 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q2 2025 and 84 closed out, a net change of +29 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q2 2025 was AssetMark Inc, an estimated $323M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q2 2025 was Morgan Stanley, an estimated $236M sold.

Based on aggregated 13F filings for Q2 2025.