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
BTI
926
Blue Trust Inc
Georgia
$303K
RWIA
927
Roger Wittlin Investment Advisory
California
$302K +$301K +3,644 New
LWM
928
Lyell Wealth Management
California
$301K -$14.4K -175 -5%
LC
929
LCNB Corp
Ohio
$300K -$4.21K -51 -1%
EC
930
EdgeRock Capital
Colorado
$299K +$298K +3,614 New
TA
931
TPG Advisors
Illinois
$299K
OFO
932
OneAscent Family Office
Alabama
$298K
ATWA
933
Arbor Trust Wealth Advisors
Michigan
$297K
VP
934
Verum Partners
North Carolina
$295K -$31.3K -379 -10%
CCP
935
Cushing Capital Partners
Wisconsin
$294K
AGA
936
Arkos Global Advisors
Texas
$292K
VCA
937
Verdence Capital Advisors
Maryland
$291K -$123K -1,486 -30%
MWM
938
Maridea Wealth Management
New York
$290K +$289K +3,504 New
SFG
939
Sovereign Financial Group
Connecticut
$288K +$64.8K +785 +29%
1IA
940
1834 Investment Advisors
Wisconsin
$287K +$20.8K +252 +8%
SCM
941
SOL Capital Management
Maryland
$287K +$286K +3,467 New
WE
942
Wealth Effects
Massachusetts
$286K +$11.3K +137 +4%
FAM
943
Formidable Asset Management
Ohio
$285K
CCM
944
Crabel Capital Management
California
$284K +$37.9K +459 +15%
HA
945
Hanover Advisors
South Carolina
$283K +$6.93K +84 +3%
ES
946
ETF Store
Kansas
$283K +$743 +9 +0.3%
FWSM
947
First Wilshire Securities Management
California
$280K -$13.1K -159 -4%
S
948
Sunpointe
Missouri
$276K +$275K +3,329 New
CPBTD
949
Central Pacific Bank - Trust Division
Hawaii
$275K
RFA
950
Rollins Financial Advisors
New York
$274K

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.