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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
CCA
701
Conservest Capital Advisors
Pennsylvania
$682K -$355K -4,305 -34%
EAM
702
Empirical Asset Management
Massachusetts
$673K -$16.7K -202 -2%
AP
703
Americana Partners
Texas
$672K -$1.98K -24 -0.3%
CP
704
Canopy Partners
Ohio
$665K -$31K -376 -4%
FFG
705
Fortem Financial Group
California
$661K -$4.41M -53,389 -87%
RCM
706
Raleigh Capital Management
North Carolina
$659K +$656K +7,951 New
KIM
707
Kestra Investment Management
Texas
$654K +$242K +2,936 +59%
FWM
708
FLP Wealth Management
Arkansas
$648K +$646K +7,824 New
FA
709
Fiducient Advisors
Illinois
$645K
EF
710
Envision Financial
Wisconsin
$645K +$642K +7,780 New
KFG
711
Kelly Financial Group
Connecticut
$644K -$778K -9,429 -55%
EL
712
EQ LLC
Washington
$644K -$7.19M -87,146 -92%
VFA
713
Valeo Financial Advisors
Indiana
$639K -$33.7K -408 -5%
MWM
714
Mission Wealth Management
California
$639K -$200K -2,422 -24%
HOWA
715
Heritage Oak Wealth Advisors
Florida
$638K +$636K +7,702 New
BFA
716
Bragg Financial Advisors
North Carolina
$634K +$396K +4,800 +168%
DG
717
DMC Group
Alabama
$630K +$15.5K +188 +3%
PTC
718
Private Trust Company
Ohio
$630K -$254K -3,075 -29%
CT
719
Clearstead Trust
Maine
$628K +$185K +2,246 +42%
OC
720
Optima Capital
Oregon
$627K +$625K +7,567 New
NC
721
North Capital
Utah
$627K
SW
722
SkyOak Wealth
Michigan
$624K
WCG
723
Weaver Consulting Group
California
$623K -$302K -3,656 -33%
FMI
724
F/M Investments
District of Columbia
$621K
AFO
725
Arrowroot Family Office
California
$619K +$617K +7,470 New

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.