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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
PA
551
Procyon Advisors
Connecticut
$1.37M +$300K +3,639 +28%
MCM
552
Mattern Capital Management
Colorado
$1.35M +$430K +5,209 +47%
OCM
553
Objective Capital Management
Ohio
$1.35M -$47.1K -570 -3%
IFO
554
Independent Family Office
New York
$1.34M -$138K -1,672 -9%
MWM
555
Meridian Wealth Management
Kentucky
$1.34M +$162K +1,961 +14%
LF
556
Lee Financial
Texas
$1.34M -$64.9K -786 -5%
SAM
557
Strategy Asset Managers
California
$1.34M +$448K +5,421 +51%
Deutsche Bank
558
Deutsche Bank
Germany
$1.33M -$240K -2,903 -15%
CFG
559
Cooper Financial Group
California
$1.33M -$50.2K -608 -4%
BA
560
Brightwater Advisory
Florida
$1.32M -$69K -836 -5%
CBT
561
Crews Bank & Trust
Florida
$1.32M -$2.89K -35 -0.2%
HWM
562
HB Wealth Management
Georgia
$1.3M -$223K -2,705 -15%
TCM
563
Towercrest Capital Management
Pennsylvania
$1.3M +$17.1K +207 +1%
AAMA
564
Advanced Asset Management Advisors
Ohio
$1.29M -$55.1K -667 -4%
G
565
GenTrust
Florida
$1.29M -$270K -3,270 -17%
HKIMG
566
Hutchens & Kramer Investment Management Group
Indiana
$1.28M -$46.4K -562 -3%
JWCA
567
J.W. Coons Advisors
Ohio
$1.27M +$495 +6 +0%
CA
568
CoreCap Advisors
Michigan
$1.27M -$222K -2,688 -15%
FMP
569
Financial Management Professionals
Texas
$1.27M -$49K -594 -4%
RK
570
Rather & Kittrell
Tennessee
$1.27M +$6.44K +78 +0.5%
EW
571
Element Wealth
Mississippi
$1.26M -$42.7K -517 -3%
Squarepoint
572
Squarepoint
New York
$1.26M +$638K +7,731 +103%
CBA
573
Coastal Bridge Advisors
Connecticut
$1.26M +$6.36K +77 +0.5%
AHIA
574
Andrew Hill Investment Advisors
Florida
$1.26M +$1.25M +15,158 New
Luther King Capital Management (LKCM)
575
Luther King Capital Management (LKCM)
Texas
$1.25M

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.