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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
SAM
851
Secure Asset Management
Michigan
$372K -$220K -2,680 -37%
NFG
852
Norris Financial Group
South Carolina
$371K +$369K +4,482 New
TW
853
Trajan Wealth
Arizona
$370K -$9.4M -114,324 -96%
TWCA
854
Two West Capital Advisors
Kansas
$369K -$285K -3,469 -44%
PCA
855
Peddock Capital Advisors
Massachusetts
$368K +$2.06K +25 +0.6%
MWA
856
MN Wealth Advisors
Kansas
$367K +$2.3K +28 +0.6%
SAA
857
Southeast Asset Advisors
Georgia
$366K
USCWA
858
U.S. Capital Wealth Advisors
Texas
$365K -$28.5K -346 -7%
BF
859
BOK Financial
Oklahoma
$365K -$14.1K -171 -4%
CM
860
Columbus Macro
Pennsylvania
$361K +$6.74K +82 +2%
HCM
861
Hilton Capital Management
New York
$359K
RPGK
862
Retirement Planning Group (Kansas)
Kansas
$356K +$1.56K +19 +0.4%
TWM
863
TCFG Wealth Management
California
$354K +$2.14K +26 +0.6%
SLG
864
Stanley-Laman Group
Pennsylvania
$354K +$2.14K +26 +0.6%
SWM
865
Stapp Wealth Management
Washington
$354K
NSIM
866
North Star Investment Management
Illinois
$352K +$82 +1 +0%
IWA
867
Icon Wealth Advisors
Texas
$351K
TA
868
Tectonic Advisors
Texas
$350K +$4.85K +59 +1%
YWS
869
Yarger Wealth Strategies
Ohio
$349K -$179K -2,180 -34%
FA
870
Flagstar Advisors
New York
$349K -$34.7K -422 -9%
PF
871
Phoenix Financial
Israel
$348K
BBNA
872
Bremer Bank National Association
Minnesota
$348K
ACA
873
Atlas Capital Advisors
Wyoming
$348K -$16.4K -200 -5%
AWE
874
Avidian Wealth Enterprises
Texas
$347K
PCS
875
Personal CFO Solutions
New Jersey
$347K -$48K -584 -12%

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.