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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
ACI
751
Alpha Cubed Investments
California
$574K -$5.61K -68 -1%
ACIM
752
Azimuth Capital Investment Management
Michigan
$569K +$49.9K +605 +10%
MFG
753
Mustico Financial Group
New York
$564K +$563K +6,825 New
SFI
754
SPC Financial Inc
Maryland
$564K -$20.1K -243 -3%
SGAM
755
Stephens Group Asset Management
Arkansas
$559K +$267K +3,237 +92%
EIP
756
Easterly Investment Partners
Massachusetts
$558K
CA
757
Calton & Associates
Florida
$553K -$286K -3,461 -34%
PWM
758
Purus Wealth Management
California
$552K
ACG
759
Allen Capital Group
Nebraska
$552K +$9.58K +116 +2%
HFS
760
Howard Financial Services
Texas
$551K -$15.2K -184 -3%
Invesco
761
Invesco
Georgia
$549K -$30.5K -370 -5%
LOPW
762
Live Oak Private Wealth
North Carolina
$548K +$10.2K +123 +2%
SWP
763
Sagespring Wealth Partners
Tennessee
$545K +$230K +2,781 +73%
PFM
764
Potomac Fund Management
Florida
$543K -$263K -3,183 -33%
QWM
765
Quadcap Wealth Management
Texas
$541K +$539K +6,534 New
RMAM
766
Raab & Moskowitz Asset Management
New Jersey
$538K
PCS
767
Private Client Services
Kentucky
$536K +$534K +6,469 New
BMCM
768
Bryn Mawr Capital Management
Pennsylvania
$536K +$17.6K +213 +3%
CA
769
Clune & Associates
Illinois
$534K +$5.2K +63 +1%
BW
770
Blalock Williams
Alabama
$525K -$828K -10,027 -61%
BPW
771
Bingham Private Wealth
California
$524K +$1.9K +23 +0.4%
MWM
772
Mattern Wealth Management
Kansas
$522K
TWM
773
TCFG Wealth Management
California
$521K +$165K +1,999 +47%
VIS
774
Vega Investment Solutions
France
$518K
CAAS
775
Capital Asset Advisory Services
Michigan
$515K +$19.8K +240 +4%

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.