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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
TAM
826
TCP Asset Management
Ohio
$408K -$42.5K -517 -9%
PP
827
Postrock Partners
Oregon
$408K
AWM
828
Avaii Wealth Management
Wisconsin
$406K -$24.9K -303 -6%
BDFN
829
Bond & Devick Financial Network
Minnesota
$406K -$38.4K -467 -9%
IJWM
830
Inman Jager Wealth Management
Mississippi
$403K +$25.2K +306 +7%
TWM
831
Tanglewood Wealth Management
Texas
$402K +$399K +4,855 New
PFG
832
Prosperity Financial Group
California
$397K +$394K +4,795 New
OAM
833
Occidental Asset Management
California
$396K -$142K -1,721 -26%
PPW
834
Pasadena Private Wealth
California
$396K -$77.3K -940 -16%
CC
835
Cadinha & Co
Hawaii
$396K
CSC
836
Caldwell Sutter Capital
California
$395K +$1.23K +15 +0.3%
WSCM
837
Wellington Shields Capital Management
New York
$395K
HWP
838
Heritage Wealth Partners
Ohio
$394K
TIA
839
Tiemann Investment Advisors
California
$393K +$82.2K +1,000 +27%
OA
840
Oxbow Advisors
Texas
$388K -$247K -3,007 -39%
QP
841
Quartz Partners
New York
$387K
BRG
842
Bay Rivers Group
Virginia
$386K -$202K -2,457 -35%
WPWM
843
Windward Private Wealth Management
Kansas
$386K
RCA
844
Resonant Capital Advisors
Wisconsin
$383K -$28.9K -352 -7%
IFA
845
Interactive Financial Advisors
Illinois
$381K -$5.34K -65 -1%
AMG
846
Asset Management Group
Connecticut
$380K +$2.38K +29 +0.6%
PA
847
Pinnacle Associates
New York
$380K -$106K -1,283 -22%
DCM
848
Dimension Capital Management
Florida
$379K
UCB
849
United Community Bank
South Carolina
$377K
SWP
850
Summit Wealth Partners
Florida
$375K +$373K +4,537 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.