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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
SCM
676
Spreng Capital Management
Ohio
$778K -$48.8K -591 -6%
OA
677
Oxbow Advisors
Texas
$774K +$384K +4,648 +99%
Koshinski Asset Management
678
Koshinski Asset Management
Illinois
$766K -$124K -1,502 -14%
NSCM
679
New South Capital Management
Tennessee
$756K -$23.1K -280 -3%
AIM
680
Alhambra Investment Management
Florida
$756K -$129K -1,558 -15%
CB
681
Centennial Bank
Arkansas
$756K +$753K +9,122 New
CCA
682
Cobblestone Capital Advisors
New York
$753K +$190K +2,298 +34%
FNB
683
Farmers National Bank
Kentucky
$749K -$234K -2,833 -24%
AC
684
Addison Capital
Pennsylvania
$748K +$33.4K +404 +5%
VFPW
685
Vantage Financial Partners (Wisconsin)
Wisconsin
$745K -$147K -1,785 -17%
WC
686
Waterloo Capital
Texas
$744K +$741K +8,974 New
IAIM
687
International Assets Investment Management
Florida
$734K -$214K -2,589 -23%
FTUS
688
Flow Traders U.S.
New York
$731K +$728K +8,823 New
PCIA
689
Prime Capital Investment Advisors
Kansas
$720K -$355K -4,300 -33%
Financial Engines Advisors
690
Financial Engines Advisors
California
$713K -$960K -11,630 -57%
HNWA
691
Henrickson Nauta Wealth Advisors
Michigan
$710K -$64.1K -777 -8%
RIS
692
Retirement Income Solutions
Michigan
$707K +$2.97K +36 +0.4%
ClearBridge Investments
693
ClearBridge Investments
New York
$703K +$4.46K +54 +0.6%
AF
694
Apexium Financial
Texas
$702K -$7.76K -94 -1%
GF
695
Gries Financial
Ohio
$701K +$1.16K +14 +0.2%
SS
696
SBI Securities
Japan
$699K -$26.2K -317 -4%
BC
697
Barrett & Company
Rhode Island
$694K
GPA
698
Garrison Point Advisors
California
$691K -$154K -1,865 -18%
SC
699
Stolper & Co
Oklahoma
$684K +$10.9K +132 +2%
SC
700
Sierra Capital
Florida
$683K

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.