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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
SVWAG
651
Sound View Wealth Advisors Group
Georgia
$822K -$5.02K -61 -0.6%
HGA
652
Hobbs Group Advisors
South Carolina
$820K
DAS
653
Diversify Advisory Services
Utah
$818K +$381K +4,634 +89%
VA
654
VestGen Advisors
Illinois
$811K +$806K +9,804 New
CD
655
Chapin Davis
Maryland
$808K +$14.4K +175 +2%
PFM
656
Potomac Fund Management
Florida
$808K -$166K -2,019 -17%
NW
657
NewEdge Wealth
Pennsylvania
$804K -$18.6K -226 -2%
AF
658
Allworth Financial
California
$801K -$62.5K -760 -7%
BHBT
659
Burke & Herbert Bank & Trust
Virginia
$799K -$618K -7,520 -44%
I
660
INVST
Indiana
$798K +$513K +6,233 +183%
FGWP
661
Founders Grove Wealth Partners
Virginia
$797K -$202K -2,459 -20%
EAM
662
Evanson Asset Management
California
$790K +$3.95K +48 +0.5%
SI
663
Severin Investments
Missouri
$782K +$777K +9,451 New
IC
664
Inscription Capital
Texas
$782K +$786K +9,557 New
PWPS
665
Pinnacle Wealth Planning Services
Ohio
$781K +$45.8K +557 +6%
NSCM
666
New South Capital Management
Tennessee
$778K
HNWA
667
Henrickson Nauta Wealth Advisors
Michigan
$772K -$12.8K -156 -2%
LTL
668
Lowery Thomas LLC
California
$768K +$457K +5,553 +149%
Vontobel Holding
669
Vontobel Holding
Switzerland
$766K -$1.52M -18,457 -67%
MFG
670
Merit Financial Group
Georgia
$764K -$18.2K -221 -2%
EP
671
Edgestream Partners
New Jersey
$758K -$1.79M -21,731 -70%
CVM
672
Cheviot Value Management
California
$756K +$753K +9,161 New
SCM
673
Stordahl Capital Management
Colorado
$756K +$54.2K +659 +8%
GM
674
GeoWealth Management
Illinois
$750K -$110K -1,342 -13%
GPA
675
Guerra Pan Advisors
New Jersey
$745K -$6K -73 -0.8%

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.