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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
SAM
551
Smartleaf Asset Management
Massachusetts
$1.3M +$158K +1,919 +14%
EWM
552
Empirical Wealth Management
Washington
$1.3M -$47.4K -576 -4%
IPWA
553
International Private Wealth Advisors
California
$1.29M +$68.8K +836 +6%
JWM
554
JGP Wealth Management
Oregon
$1.29M +$76.5K +930 +6%
SFC
555
Strategic Financial Concepts
Texas
$1.29M +$30K +365 +2%
TCM
556
Towercrest Capital Management
Pennsylvania
$1.28M -$387K -4,708 -23%
JWCA
557
J.W. Coons Advisors
Ohio
$1.27M +$329 +4 +0%
RK
558
Rather & Kittrell
Tennessee
$1.26M
AIA
559
Arrow Investment Advisors
Maryland
$1.25M +$1.25M +15,141 New
CBA
560
Coastal Bridge Advisors
Connecticut
$1.25M +$1.24M +15,126 New
Luther King Capital Management (LKCM)
561
Luther King Capital Management (LKCM)
Texas
$1.25M
HIM
562
Hanlon Investment Management
New Jersey
$1.25M -$617K -7,497 -33%
JAG
563
Journey Advisory Group
Kentucky
$1.25M +$1.24M +15,053 New
BIG
564
Brookwood Investment Group
Arizona
$1.22M +$1.22M +14,798 New
AWMM
565
Aegis Wealth Management (Maryland)
Maryland
$1.22M +$804K +9,772 +196%
BAM
566
Belpointe Asset Management
Nevada
$1.22M -$44K -535 -4%
VIPI
567
Vista Investment Partners II
Indiana
$1.21M +$1.2M +14,592 New
IA
568
IFG Advisory
Georgia
$1.21M +$231K +2,804 +24%
SJIC
569
St. James Investment Company
Texas
$1.21M +$15.6K +190 +1%
SFS
570
Sowell Financial Services
Arkansas
$1.2M -$65.9K -801 -5%
IIC
571
Ironwood Investment Counsel
Arizona
$1.19M -$116K -1,409 -9%
IWN
572
Independent Wealth Network
Iowa
$1.18M -$50.9K -619 -4%
MWM
573
Meridian Wealth Management
Kentucky
$1.17M -$2.42M -29,438 -67%
BEI
574
Benjamin Edwards Inc
Missouri
$1.17M +$292K +3,549 +34%
AWP
575
Axis Wealth Partners
Rhode Island
$1.15M +$749K +9,106 +191%

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.