We are live on ! Find out more
SHY icon

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
MIFH
801
Migdal Insurance & Financial Holdings
Israel
$472K +$18.2K +221 +4%
HFW
802
Horizon Family Wealth
Illinois
$472K -$6.36K -77 -1%
DC
803
DeDora Capital
California
$471K -$36.2K -438 -7%
CFO
804
CVA Family Office
Colorado
$466K
DWP
805
Daymark Wealth Partners
Ohio
$463K
HW
806
Hancock Whitney
Mississippi
$462K +$45.1K +546 +11%
AWMG
807
Alliance Wealth Management Group
New Jersey
$462K +$3.71K +45 +0.8%
BTD
808
BankPlus Trust Department
Mississippi
$460K
BCM
809
Buckhead Capital Management
Georgia
$459K -$13.6K -165 -3%
BRG
810
Bay Rivers Group
Virginia
$459K +$72.5K +878 +19%
SC
811
Savant Capital
Illinois
$457K -$191K -2,311 -30%
LA
812
Lifeworks Advisors
Michigan
$457K -$4.95K -60 -1%
DPI
813
Diversified Portfolios Inc
Michigan
$455K +$330 +4 +0.1%
BPC
814
Banque Pictet & Cie
Switzerland
$453K
1WA
815
180 Wealth Advisors
Washington
$450K -$17.8K -216 -4%
PFM
816
Phillips Financial Management
Indiana
$444K -$1.55M -18,805 -78%
FIM
817
Freedom Investment Management
Connecticut
$443K +$4.87K +59 +1%
HCA
818
Harbour Capital Advisors
Virginia
$441K +$149K +1,800 +51%
GC
819
Guidance Capital
Kentucky
$438K +$248 +3 +0.1%
Manulife (Manufacturers Life Insurance)
820
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$436K -$71.7M -868,444 -99%
SFP
821
Shepherd Financial Partners
Massachusetts
$436K -$44.4K -538 -9%
LDB
822
Lee, Danner & Bass
Tennessee
$432K
BWM
823
Brickley Wealth Management
California
$432K
MGIA
824
Moneta Group Investment Advisors
Missouri
$431K +$204K +2,465 +90%
IIA
825
IPG Investment Advisors
California
$430K +$18.2K +221 +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.