We are live on ! Find out more
SHY icon

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
RFC
576
Regions Financial Corp
Alabama
$1.23M -$169K -2,050 -12%
SFS
577
Sowell Financial Services
Arkansas
$1.23M +$29.3K +355 +2%
AWMM
578
Aegis Wealth Management (Maryland)
Maryland
$1.22M
KSWA
579
Kathleen S. Wright Associates
Pennsylvania
$1.22M +$198K +2,400 +19%
EWM
580
Empirical Wealth Management
Washington
$1.21M -$90.2K -1,093 -7%
SJIC
581
St. James Investment Company
Texas
$1.21M -$413 -5 -0%
CIAS
582
Capital Investment Advisory Services
North Carolina
$1.19M +$535K +6,477 +82%
WPA
583
West Paces Advisors
Georgia
$1.19M +$144K +1,745 +14%
RC
584
Rovin Capital
Arizona
$1.19M -$9.66M -116,959 -89%
FFA
585
First Foundation Advisors
California
$1.16M -$194K -2,346 -14%
SW
586
Simplicity Wealth
New Jersey
$1.16M -$662K -8,019 -36%
IWN
587
Independent Wealth Network
Iowa
$1.16M -$30.2K -366 -3%
WSFS
588
Wilmington Savings Fund Society
Delaware
$1.15M +$1.11M +13,463 +3,131%
OLA
589
Oliver Luxxe Assets
New Jersey
$1.15M +$28.1K +340 +3%
NWWA
590
New Wave Wealth Advisors
Arkansas
$1.14M -$371K -4,494 -25%
FTC
591
Farmers Trust Company
Ohio
$1.14M +$49.3K +597 +5%
EPAM
592
Evelyn Partners Asset Management
$1.14M +$102K +1,239 +10%
AAS
593
Ameritas Advisory Services
Nebraska
$1.13M -$775K -9,391 -41%
WWM
594
Westwood Wealth Management
California
$1.12M +$1.11M +13,500 New
ACM
595
Absolute Capital Management
Pennsylvania
$1.12M -$13.5K -163 -1%
DWS
596
Discipline Wealth Solutions
South Carolina
$1.11M +$569K +6,894 +105%
HGA
597
Hobbs Group Advisors
South Carolina
$1.11M +$292K +3,532 +36%
AWP
598
Axis Wealth Partners
Rhode Island
$1.11M -$36.4K -441 -3%
AWM
599
Apollon Wealth Management
South Carolina
$1.11M -$663K -8,031 -37%
BEI
600
Benjamin Edwards Inc
Missouri
$1.1M -$65.1K -789 -6%

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.