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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
RFP
626
Root Financial Partners
California
$899K +$63.1K +767 +8%
CIA
627
Compass Ion Advisors
Pennsylvania
$899K +$4.61K +56 +0.5%
VFPW
628
Vantage Financial Partners (Wisconsin)
Wisconsin
$892K -$1.45M -17,661 -62%
FWIA
629
Fort Washington Investment Advisors
Ohio
$891K
Koshinski Asset Management
630
Koshinski Asset Management
Illinois
$889K +$79.2K +963 +10%
SAM
631
Strategy Asset Managers
California
$885K -$182K -2,209 -17%
AIM
632
Alhambra Investment Management
Florida
$884K -$1.56K -19 -0.2%
PTC
633
Private Trust Company
Ohio
$883K +$155K +1,887 +21%
GEA
634
Glen Eagle Advisors
New Jersey
$877K -$17.1K -208 -2%
BFA
635
Bright Financial Advisors
Michigan
$871K +$37.3K +453 +4%
ANB
636
Amarillo National Bank
Texas
$867K
SQA
637
Simon Quick Advisors
New Jersey
$864K +$6.91K +84 +0.8%
IWM
638
Iams Wealth Management
Nebraska
$854K +$144K +1,747 +20%
DA
639
Dover Advisors
Virginia
$851K -$329K -4,004 -28%
IWMA
640
Ironwood Wealth Management (Arizona)
Arizona
$845K -$177K -2,148 -17%
GPA
641
Garrison Point Advisors
California
$844K -$39.9K -485 -5%
CC
642
Capital Counsel
New York
$842K +$345K +4,200 +70%
GC
643
GatePass Capital
Ohio
$839K -$48K -584 -5%
CA
644
Calton & Associates
Florida
$839K +$11.2K +136 +1%
MWM
645
Mission Wealth Management
California
$838K +$833K +10,130 New
IPW
646
Impact Partnership Wealth
Georgia
$836K +$58.3K +709 +8%
RCS
647
Retirement Capital Strategies
California
$833K
BBHC
648
Brown Brothers Harriman & Co
New York
$830K
AIM
649
Acropolis Investment Management
Missouri
$827K -$18.4K -224 -2%
SCM
650
Spreng Capital Management
Ohio
$825K -$33.7K -410 -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.