We are live on ! Find out more
SHY icon

iShares 1-3 Year Treasury Bond ETF

1,203 hedge funds and large institutions have $18.4B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 477 increasing their positions, 421 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 68

22% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $31.7M

13% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 421

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

4% more funds holding

Funds holding: 1,1551,203 (+48)

2.87% less ownership

Funds ownership: 81.25%78.38% (-2.9%)

6% less capital invested

Capital invested by funds: $19.5B → $18.4B (-$1.08B)

Holders
1,203
Holders Change
+48
Holders Change %
+4.16%
% of All Funds
14.63%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
0.92%
New
140
Increased
477
Reduced
421
Closed
68
Calls
$38.8M
Puts
$31.7M
Net Calls
+$7.08M
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
626
Flagship Harbor Advisors
Massachusetts
$943K -$48.3K -583 -5%
ZF
627
Zhang Financial
Michigan
$942K +$240K +2,901 +34%
MAG
628
M3 Advisory Group
Massachusetts
$942K
AWA
629
Arete Wealth Advisors
Illinois
$941K +$134K +1,611 +17%
MSWA
630
Marshall & Sterling Wealth Advisors
New York
$934K +$11.4K +138 +1%
MWM
631
Modera Wealth Management
New Jersey
$932K -$38.7K -467 -4%
SWM
632
Shepherd Wealth Management
Ohio
$929K +$187K +2,254 +25%
FCP
633
Fidelis Capital Partners
Florida
$929K -$166K -2,000 -15%
AR
634
Advisory Research
Illinois
$924K -$1.41K -17 -0.2%
CIA
635
Compass Ion Advisors
Pennsylvania
$923K +$9.2K +111 +1%
RFN
636
RDA Financial Network
Iowa
$921K +$7.38K +89 +0.8%
WAS
637
Wealth Advisory Solutions
Indiana
$921K -$36.1K -436 -4%
SSA
638
SSA Swiss Advisors
$918K -$794K -9,582 -46%
KA
639
Kovack Advisors
Florida
$917K +$455K +5,491 +98%
WWA
640
WCG Wealth Advisors
Nevada
$917K +$918K +11,074 New
TWM
641
Trevian Wealth Management
Massachusetts
$915K +$916K +11,046 New
OP
642
ORG Partners
Indiana
$912K -$34.1K -411 -4%
WWM
643
WJ Wealth Management
Arizona
$910K -$53.5K -646 -6%
WA
644
Win Advisors
Florida
$904K +$905K +10,916 New
CCA
645
Childress Capital Advisors
Texas
$894K
SC
646
Summa Corp
Texas
$885K +$82.9K +1,000 +10%
GW
647
Graetz Wealth
Michigan
$878K +$879K +10,603 New
AWM
648
Apollon Wealth Management
South Carolina
$877K -$69.4K -837 -7%
SQA
649
Simon Quick Advisors
New Jersey
$876K +$5.06K +61 +0.6%
NWWA
650
New Wave Wealth Advisors
Arkansas
$872K -$119K -1,437 -12%