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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
BFG
51
Bleakley Financial Group
New Jersey
$44.8M -$595K -7,233 -1%
EPA
52
Element Pointe Advisors
Florida
$44M -$1.54M -18,763 -3%
QC
53
Quent Capital
New York
$43.9M +$679K +8,256 +2%
Victory Capital Management
54
Victory Capital Management
Texas
$42.9M +$35.2K +428 +0.1%
Members Trust
55
Members Trust
Florida
$42.7M -$72.4M -879,844 -63%
MFIM
56
Mesirow Financial Investment Management
Illinois
$42M +$21.5M +261,599 +106%
GC
57
Guggenheim Capital
Illinois
$41.5M +$5.25M +63,834 +15%
CRC
58
Curi RMB Capital
Illinois
$40.7M -$23.8M -288,802 -37%
Mariner
59
Mariner
Kansas
$40.4M +$17.6M +213,710 +78%
BIP
60
Blueprint Investment Partners
North Carolina
$37.6M +$36.8M +447,248 +6,709%
AFIA
61
America First Investment Advisors
Nebraska
$37.4M -$448K -5,442 -1%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$35.6M -$7.59M -92,266 -18%
MW
63
Marks Wealth
Maryland
$35.5M +$35.3M +429,648 New
Comerica Bank
64
Comerica Bank
Texas
$35.3M -$558K -6,783 -2%
ACA
65
Anchor Capital Advisors
Massachusetts
$34.9M -$328K -3,991 -0.9%
BCWM
66
Bartlett & Co Wealth Management
Ohio
$33.4M +$5.28M +64,202 +19%
MWM
67
Modern Wealth Management
Kansas
$32.4M +$1.71M +20,832 +6%
IWP
68
Innova Wealth Partners
Pennsylvania
$31.5M +$10.1M +122,566 +47%
Fisher Asset Management
69
Fisher Asset Management
Washington
$31.5M +$7.42M +90,276 +31%
FG
70
Fiduciary Group
Georgia
$31.2M -$1.77M -21,492 -5%
SC
71
SouthState Corp
Florida
$30.8M +$11M +133,982 +56%
WFA
72
Wellspring Financial Advisors
Ohio
$30.4M +$15.3M +185,895 +102%
ZIM
73
Zacks Investment Management
Illinois
$30M +$1.43M +17,407 +5%
ASN
74
Advisory Services Network
Georgia
$30M +$1.89M +23,001 +7%
ECM
75
Evergreen Capital Management
Washington
$29.7M -$4.25M -51,669 -13%

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.