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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
HW
876
Hamilton Wealth
California
$346K +$40.3K +490 +13%
MP
877
McDonald Partners
Ohio
$344K
NG
878
Novem Group
New York
$343K -$2.38K -29 -0.7%
WAM
879
Wernau Asset Management
Massachusetts
$342K -$21.3K -259 -6%
FWM
880
Fonville Wealth Management
Virginia
$342K +$26.1K +317 +8%
AIA
881
AssuredPartners Investment Advisors
Florida
$337K +$111K +1,349 +50%
SS
882
Sunbelt Securities
Texas
$334K -$14.6K -178 -4%
STA
883
Smith Thornton Advisors
Alabama
$334K -$592K -7,203 -64%
NWM
884
Napa Wealth Management
California
$333K -$43K -523 -12%
LSA
885
Lion Street Advisors
Texas
$331K -$7.98K -97 -2%
NCM
886
New Capital Management
Texas
$331K -$2.63M -31,924 -89%
OHWP
887
Oak Harbor Wealth Partners
North Carolina
$329K -$86.1K -1,047 -21%
NFG
888
Northeast Financial Group
Pennsylvania
$327K -$9.7K -118 -3%
MKA
889
M. Kulyk & Associates
Georgia
$327K +$4.19K +51 +1%
VP
890
Verum Partners
North Carolina
$326K -$193K -2,352 -37%
MIM
891
MetLife Investment Management
New Jersey
$324K +$322K +3,914 New
HI
892
Harbour Investments
Wisconsin
$321K +$88.1K +1,071 +38%
SWM
893
Seed Wealth Management
Illinois
$320K +$57.6K +700 +22%
CWM
894
Centurion Wealth Management
Virginia
$320K
KCM
895
KM Capital Management
Texas
$319K -$262K -3,190 -45%
TCA
896
Transcend Capital Advisors
New Jersey
$319K +$6.33K +77 +2%
AWM
897
Able Wealth Management
New Jersey
$319K -$5.26K -64 -2%
LWM
898
Lyell Wealth Management
California
$315K -$55.4K -674 -15%
FBC
899
Fairfield, Bush & Co
Connecticut
$314K
SWP
900
Sagespring Wealth Partners
Tennessee
$314K +$39.8K +484 +15%

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.