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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
HIS
901
Harvest Investment Services
Illinois
$339K +$134K +1,629 +66%
AT
902
American Trust
Kentucky
$336K +$335K +4,053 New
TCA
903
Transcend Capital Advisors
New Jersey
$335K +$16.2K +196 +5%
FA
904
Flagstar Advisors
New York
$335K -$15.3K -185 -4%
NCM
905
New Capital Management
Texas
$331K
PIA
906
Pinion Investment Advisors
Kansas
$331K +$330K +3,996 New
STA
907
Smith Thornton Advisors
Alabama
$330K -$3.96K -48 -1%
AWM
908
Avaii Wealth Management
Wisconsin
$330K -$76.9K -931 -19%
LSA
909
Lion Street Advisors
Texas
$326K -$5.04K -61 -2%
SAA
910
Southeast Asset Advisors
Georgia
$325K -$41K -497 -11%
WAM
911
Wernau Asset Management
Massachusetts
$325K -$18K -218 -5%
MIM
912
MetLife Investment Management
New Jersey
$324K
MKA
913
M. Kulyk & Associates
Georgia
$323K -$4.54K -55 -1%
RWA
914
Roberts Wealth Advisors
California
$320K -$152K -1,838 -32%
BOC
915
Blue Oak Capital
California
$319K +$318K +3,855 New
NFG
916
Northeast Financial Group
Pennsylvania
$317K -$11.1K -135 -3%
BJL
917
Brighton Jones LLC
Washington
$317K +$315K +3,820 New
FBC
918
Fairfield, Bush & Co
Connecticut
$315K
1IA
919
1620 Investment Advisors
Massachusetts
$313K -$137K -1,655 -30%
ATC
920
Argent Trust Co
Tennessee
$313K +$5.94K +72 +2%
SCM
921
Sollinda Capital Management
Florida
$313K +$62.8K +761 +25%
SWM
922
Seed Wealth Management
Illinois
$308K -$12.4K -150 -4%
SDWIA
923
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$307K +$14K +169 +5%
NWM
924
Napa Wealth Management
California
$306K -$27.2K -330 -8%
MOS
925
MGO One Seven
Ohio
$304K +$302K +3,663 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.