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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
MA
726
Mezzasalma Advisors
New Jersey
$611K +$607K +7,383 New
GSWA
727
Good Steward Wealth Advisors
Tennessee
$611K +$607K +7,380 New
RB
728
Rodgers Brothers
Pennsylvania
$596K -$206K -2,500 -26%
SWA
729
Sax Wealth Advisors
New Jersey
$593K +$158K +1,918 +37%
RWA
730
Redhawk Wealth Advisors
Minnesota
$585K -$1.65K -20 -0.3%
SFI
731
SPC Financial Inc
Maryland
$583K +$55.7K +677 +11%
DCM
732
Discovery Capital Management
Connecticut
$582K +$328K +3,985 +131%
Invesco
733
Invesco
Georgia
$579K +$10.9K +133 +2%
ACI
734
Alpha Cubed Investments
California
$579K +$575K +6,995 New
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$579K +$576K +7,000 New
EW
736
Elyxium Wealth
California
$577K -$18.7K -227 -3%
RB
737
Renasant Bank
Mississippi
$571K -$56.7K -689 -9%
RFN
738
RDA Financial Network
Iowa
$569K -$411 -5 -0.1%
HFS
739
Howard Financial Services
Texas
$565K -$10.4K -127 -2%
CCA
740
Cobblestone Capital Advisors
New York
$562K -$95.4K -1,160 -15%
ESBC
741
E.S. Barr & Co
Kentucky
$560K
EIP
742
Easterly Investment Partners
Massachusetts
$557K
Bank Julius Baer & Co
743
Bank Julius Baer & Co
Switzerland
$555K +$411 +5 +0.1%
FA
744
Fiduciary Alliance
South Carolina
$552K -$26.5K -322 -5%
PWM
745
Purus Wealth Management
California
$551K
MA
746
MONECO Advisors
Connecticut
$551K -$53.5K -650 -9%
AWAG
747
ARS Wealth Advisors Group
Florida
$545K
DWS
748
Discipline Wealth Solutions
South Carolina
$543K -$25.1K -305 -4%
ACG
749
Allen Capital Group
Nebraska
$541K
ECM
750
Eisler Capital Management
United Kingdom
$539K +$536K +6,516 New

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.