SHY icon

iShares 1-3 Year Treasury Bond ETF

1,168 hedge funds and large institutions have $18.3B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 467 increasing their positions, 419 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 7272 (0)

2.78% less ownership

Funds ownership: 81.2%78.43% (-2.8%)

6% less capital invested

Capital invested by funds: $19.5B → $18.3B (-$1.21B)

Holders
1,168
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
72
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$38.8M
Puts
$31.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SJIC
551
St. James Investment Company
Texas
$1.3M
CBT
552
Crews Bank & Trust
Florida
$1.29M
CBA
553
Coastal Bridge Advisors
Connecticut
$1.29M
IWN
554
Independent Wealth Network
Iowa
$1.29M
G
555
GenTrust
Florida
$1.29M
RK
556
Rather & Kittrell
Tennessee
$1.28M
PPF
557
Pacific Park Financial
California
$1.26M
MWM
558
Meridian Wealth Management
Kentucky
$1.26M
BFA
559
Benedict Financial Advisors
Georgia
$1.25M
BEC
560
Blue Edge Capital
Virginia
$1.25M
Luther King Capital Management (LKCM)
561
Luther King Capital Management (LKCM)
Texas
$1.24M
MAM
562
Mullooly Asset Management
New Jersey
$1.23M
WP
563
WealthShield Partners
North Carolina
$1.22M
OCM
564
Objective Capital Management
Ohio
$1.21M
WC
565
Waterloo Capital
Texas
$1.21M
MW
566
Marble Wealth
Alabama
$1.2M
FFG
567
Foundry Financial Group
New Hampshire
$1.19M
FMP
568
Financial Management Professionals
Texas
$1.17M
SAG
569
SageView Advisory Group
California
$1.16M
EAM
570
Evanson Asset Management
California
$1.16M
IFO
571
Independent Family Office
New York
$1.16M
PSCM
572
Per Stirling Capital Management
Texas
$1.15M
SW
573
SteelPeak Wealth
California
$1.15M
LBC
574
Leigh Baldwin & Co
New York
$1.14M
FTC
575
Farmers Trust Company
Ohio
$1.14M