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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
FWM
776
Fonville Wealth Management
Virginia
$514K +$171K +2,075 +50%
AWAG
777
ARS Wealth Advisors Group
Florida
$512K -$34K -412 -6%
Neuberger Berman Group
778
Neuberger Berman Group
New York
$511K -$28.1K -340 -5%
BFA
779
Beacon Financial Advisory
Ohio
$510K +$234K +2,832 +85%
BHPW
780
Beverly Hills Private Wealth
California
$510K
RB
781
Renasant Bank
Mississippi
$508K -$63.7K -771 -11%
PCA
782
Peddock Capital Advisors
Massachusetts
$502K +$133K +1,614 +36%
ADBIC
783
A.D. Beadell Investment Counsel
Wisconsin
$502K +$44.8K +543 +10%
OWP
784
Obermeyer Wealth Partners
Colorado
$502K +$500K +6,058 New
MA
785
MAS Advisors
Florida
$502K +$500K +6,055 New
ESBC
786
E.S. Barr & Co
Kentucky
$499K -$61.9K -750 -11%
WAM
787
WNY Asset Management
New York
$499K +$18.9K +229 +4%
CIA
788
Cape Investment Advisory
Georgia
$493K -$15.5K -188 -3%
MA
789
MONECO Advisors
Connecticut
$492K -$59.4K -720 -11%
FPCG
790
Forum Private Client Group
Indiana
$491K -$9.58K -116 -2%
WA
791
Westfuller Advisors
New York
$488K +$578 +7 +0.1%
BWCS
792
Beirne Wealth Consulting Services
Connecticut
$488K
SF
793
Summit Financial
New Jersey
$485K -$2.31K -28 -0.5%
GAA
794
Global Assets Advisory
Florida
$485K -$1.46M -17,670 -75%
TC
795
Trust Company
Kansas
$484K
GLA
796
Good Life Advisors
Pennsylvania
$482K +$8.34K +101 +2%
S
797
SimplyRich
California
$482K -$1.98K -24 -0.4%
KA
798
Kovack Advisors
Florida
$482K -$12.2K -148 -2%
CTWM
799
Cherry Tree Wealth Management
Minnesota
$479K
BFG
800
Berger Financial Group
Minnesota
$474K -$51.2K -620 -10%

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.