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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
GC
51
Guggenheim Capital
Illinois
$46.4M +$4.81M +58,321 +12%
SI
52
Stephens Inc
Arkansas
$44.9M -$6.98M -84,495 -14%
Victory Capital Management
53
Victory Capital Management
Texas
$42.9M -$35.3K -428 -0.1%
QC
54
Quent Capital
New York
$41.4M -$2.54M -30,725 -6%
EPA
55
Element Pointe Advisors
Florida
$41.1M -$3.03M -36,641 -7%
CRC
56
Curi RMB Capital
Illinois
$40.9M +$93.3K +1,130 +0.2%
MWM
57
Modern Wealth Management
Kansas
$38.5M +$5.95M +72,128 +18%
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$38.2M +$14.8M +178,849 +63%
SVCP
59
Silicon Valley Capital Partners
California
$38.1M +$38M +459,795 New
BCWM
60
Bartlett & Co Wealth Management
Ohio
$37.8M +$4.28M +51,847 +13%
AFIA
61
America First Investment Advisors
Nebraska
$37.5M +$99.6K +1,206 +0.3%
MSWM
62
Mader & Shannon Wealth Management
Missouri
$36.8M +$36.6M +443,597 New
Wealth Enhancement Advisory Services
63
Wealth Enhancement Advisory Services
Minnesota
$35.1M -$339K -4,108 -1%
Comerica Bank
64
Comerica Bank
Texas
$34.8M -$485K -5,870 -1%
SF
65
Synovus Financial
Georgia
$34.3M +$7.44M +90,126 +28%
SC
66
SouthState Corp
Florida
$32.8M +$1.86M +22,526 +6%
CAMG
67
CWA Asset Management Group
Florida
$32.7M +$8.78M +106,405 +37%
AllianceBernstein
68
AllianceBernstein
Tennessee
$31.9M -$26M -315,389 -45%
Corient Private Wealth
69
Corient Private Wealth
Florida
$31.5M -$63.3M -766,242 -67%
Fisher Asset Management
70
Fisher Asset Management
Washington
$30.7M -$852K -10,314 -3%
ZIM
71
Zacks Investment Management
Illinois
$30.3M +$252K +3,050 +0.8%
FG
72
Fiduciary Group
Georgia
$30M -$1.19M -14,409 -4%
EWM
73
Edge Wealth Management
New York
$29.9M +$805K +9,752 +3%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$29.4M -$270K -3,267 -0.9%
CI
75
CX Institutional
Indiana
$29.2M +$7.56M +91,630 +35%

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.