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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
Neuberger Berman Group
751
Neuberger Berman Group
New York
$538K -$378K -4,600 -41%
LOPW
752
Live Oak Private Wealth
North Carolina
$537K -$3.37K -41 -0.6%
RMAM
753
Raab & Moskowitz Asset Management
New Jersey
$537K
LBC
754
Leigh Baldwin & Co
New York
$534K +$195K +2,375 +58%
CA
755
Clune & Associates
Illinois
$528K +$3.37K +41 +0.6%
BFG
756
Berger Financial Group
Minnesota
$524K -$70.9K -862 -12%
BPW
757
Bingham Private Wealth
California
$522K -$2.3K -28 -0.4%
MWM
758
Mattern Wealth Management
Kansas
$521K -$149K -1,816 -22%
ACIM
759
Azimuth Capital Investment Management
Michigan
$518K +$3.13K +38 +0.6%
BMCM
760
Bryn Mawr Capital Management
Pennsylvania
$517K +$3.62K +44 +0.7%
VIS
761
Vega Investment Solutions
France
$517K +$514K +6,251 New
CCFM
762
Clear Creek Financial Management
Washington
$516K -$421K -5,114 -45%
MBT
763
Montecito Bank & Trust
California
$515K -$10.3K -125 -2%
BHPW
764
Beverly Hills Private Wealth
California
$509K -$4.93K -60 -1%
EGA
765
E&G Advisors
Texas
$509K
CIA
766
Cape Investment Advisory
Georgia
$508K -$94.2K -1,146 -16%
DC
767
DeDora Capital
California
$506K -$27.3K -332 -5%
CST
768
Charles Schwab Trust
Nevada
$502K +$499K +6,068 New
FPCG
769
Forum Private Client Group
Indiana
$500K +$23K +280 +5%
ONB
770
Old National Bancorp
Indiana
$499K +$496K +6,035 New
WIC
771
Woodmont Investment Counsel
Tennessee
$497K
SC
772
Summa Corp
Texas
$496K
CAAS
773
Capital Asset Advisory Services
Michigan
$495K -$294K -3,575 -37%
KA
774
Kovack Advisors
Florida
$493K +$114K +1,381 +30%
BWCS
775
Beirne Wealth Consulting Services
Connecticut
$487K

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.