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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
VA
626
VestGen Advisors
Illinois
$968K +$155K +1,879 +19%
AIM
627
Acropolis Investment Management
Missouri
$966K +$138K +1,672 +17%
LBC
628
Leigh Baldwin & Co
New York
$965K +$429K +5,197 +81%
Bessemer Group
629
Bessemer Group
New Jersey
$962K -$5.12K -62 -0.5%
VFS
630
Valpey Financial Services
New Hampshire
$960K +$956K +11,581 New
ZF
631
Zhang Financial
Michigan
$959K +$33.8K +409 +4%
SAM
632
Synergy Asset Management
Washington
$958K +$9.33K +113 +1%
CWM
633
ClientFirst Wealth Management
Arkansas
$958K
BWM
634
Biltmore Wealth Management
Arizona
$946K +$5.78K +70 +0.6%
OP
635
ORG Partners
Indiana
$944K -$601K -7,284 -39%
WAS
636
Wealth Advisory Solutions
Indiana
$932K -$2.97K -36 -0.3%
MAG
637
M3 Advisory Group
Massachusetts
$932K
ACM
638
Allred Capital Management
Texas
$931K -$25.2K -305 -3%
EBT
639
Enterprise Bank & Trust
Massachusetts
$926K
AR
640
Advisory Research
Illinois
$926K
MSWA
641
Marshall & Sterling Wealth Advisors
New York
$914K +$255K +3,088 +39%
CIA
642
Compass Ion Advisors
Pennsylvania
$907K +$7.18K +87 +0.8%
ANB
643
Amarillo National Bank
Texas
$897K +$28K +339 +3%
FGWP
644
Founders Grove Wealth Partners
Virginia
$890K +$91.7K +1,111 +12%
LTL
645
Lowery Thomas LLC
California
$882K +$112K +1,353 +15%
GP
646
Guardian Partners
Canada
$881K -$93K -1,126 -10%
GEA
647
Glen Eagle Advisors
New Jersey
$877K -$1.24K -15 -0.1%
IIC
648
Ironwood Investment Counsel
Arizona
$877K -$317K -3,836 -27%
SQA
649
Simon Quick Advisors
New Jersey
$868K +$3.47K +42 +0.4%
LIG
650
Lokken Investment Group
Delaware
$861K +$221K +2,677 +35%

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.