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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
CL
601
Choreo LLC
Illinois
$994K -$977K -11,885 -50%
CWM
602
Calamos Wealth Management
Illinois
$985K
FNB
603
Farmers National Bank
Kentucky
$983K -$72K -875 -7%
GP
604
Guardian Partners
Canada
$976K +$156K +1,902 +19%
CIC
605
Carnegie Investment Counsel
Ohio
$975K
Bessemer Group
606
Bessemer Group
New Jersey
$966K
FHA
607
Flagship Harbor Advisors
Massachusetts
$965K +$28.9K +351 +3%
MAM
608
Mullooly Asset Management
New Jersey
$962K +$956K +11,630 New
SAG
609
SageView Advisory Group
California
$958K +$50K +608 +6%
CWM
610
ClientFirst Wealth Management
Arkansas
$956K
ACM
611
Allred Capital Management
Texas
$954K +$129K +1,568 +16%
IAIM
612
International Assets Investment Management
Florida
$947K -$79.1K -962 -8%
SAM
613
Synergy Asset Management
Washington
$947K +$546K +6,638 +138%
BWM
614
Biltmore Wealth Management
Arizona
$939K -$658 -8 -0.1%
WAS
615
Wealth Advisory Solutions
Indiana
$934K -$43K -523 -4%
CCA
616
Clearwater Capital Advisors
Illinois
$931K -$13.6K -165 -1%
MAG
617
M3 Advisory Group
Massachusetts
$931K
WCG
618
Weaver Consulting Group
California
$925K -$41.5K -505 -4%
EBT
619
Enterprise Bank & Trust
Massachusetts
$924K
AR
620
Advisory Research
Illinois
$924K -$29.2K -355 -3%
ZF
621
Zhang Financial
Michigan
$924K -$126K -1,535 -12%
WIC
622
Whitegate Investment Counselors
New Hampshire
$922K -$166K -2,014 -15%
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$922K -$4.11K -50 -0.4%
MCM
624
Mattern Capital Management
Colorado
$921K +$286K +3,482 +45%
FFG
625
Foundry Financial Group
New Hampshire
$917K -$42.8K -521 -4%

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.