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
LWL
851
Leo Wealth LLC
Texas
$398K +$118K +1,429 +42%
WIC
852
Woodmont Investment Counsel
Tennessee
$397K -$100K -1,214 -20%
WSCM
853
Wellington Shields Capital Management
New York
$396K
TA
854
TrueWealth Advisors
Alabama
$388K +$387K +4,686 New
QP
855
Quartz Partners
New York
$387K
CST
856
Charles Schwab Trust
Nevada
$385K -$117K -1,421 -23%
IWA
857
Icon Wealth Advisors
Texas
$385K +$32.9K +399 +9%
AMG
858
Asset Management Group
Connecticut
$385K +$3.63K +44 +1%
RCA
859
Resonant Capital Advisors
Wisconsin
$384K
PA
860
Pinnacle Associates
New York
$384K +$2.89K +35 +0.8%
JPLA
861
Joseph P. Lucia & Associates
New York
$384K -$30.9K -374 -7%
WPWM
862
Windward Private Wealth Management
Kansas
$383K -$2.81K -34 -0.7%
DCM
863
Dimension Capital Management
Florida
$380K
VAS
864
Vestmark Advisory Solutions
Massachusetts
$377K +$376K +4,549 New
FA
865
Fiduciary Alliance
South Carolina
$377K -$176K -2,132 -32%
IC
866
IEQ Capital
California
$376K -$297K -3,598 -44%
MBTD
867
Mechanics Bank - Trust Department
California
$375K -$310K -3,750 -45%
NFG
868
Norris Financial Group
South Carolina
$371K
CP
869
Castleview Partners
Texas
$371K +$123K +1,490 +50%
PPW
870
Pasadena Private Wealth
California
$370K -$26.4K -320 -7%
WWM
871
Whalen Wealth Management
Nevada
$370K +$368K +4,460 New
VC
872
Vestor Capital
Illinois
$367K +$768K +9,307 +987%
BF
873
BOK Financial
Oklahoma
$365K
SAM
874
Secure Asset Management
Michigan
$365K -$8.34K -101 -2%
TFM
875
Trademark Financial Management
Minnesota
$364K +$363K +4,393 New

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.