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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
TC
951
Trilogy Capital
California
$255K -$29.6K -360 -10%
VA
952
Valmark Advisers
Ohio
$255K -$2.06K -25 -0.8%
BFA
953
Beaumont Financial Advisors
Massachusetts
$254K -$1.48K -18 -0.6%
CG
954
Cynosure Group
Utah
$254K
MFA
955
Mayflower Financial Advisors
Massachusetts
$254K +$252K +3,066 New
XT
956
XTX Topco
Cayman Islands
$253K -$45.6K -554 -15%
HCM
957
Hudson Capital Management
New Jersey
$253K -$18.3K -223 -7%
CWM
958
Chicago Wealth Management
Illinois
$252K -$11.6K -141 -4%
IWP
959
Insight Wealth Partners
Texas
$252K +$250K +3,046 New
SCM
960
Sollinda Capital Management
Florida
$249K -$16.4K -200 -6%
CPA
961
Cardiff Park Advisors
California
$248K
TPA
962
Trivium Point Advisory
Connecticut
$247K -$78.1K -950 -24%
CP
963
Castleview Partners
Texas
$247K -$1.02M -12,412 -81%
BA
964
Ballast Advisors
Minnesota
$247K -$57.6K -701 -19%
JWM
965
JDH Wealth Management
California
$246K -$43.9K -534 -15%
TWP
966
Triad Wealth Partners
Kansas
$246K +$244K +2,970 New
CCM
967
Crabel Capital Management
California
$245K +$244K +2,966 New
RI
968
Rinkey Investments
California
$244K +$242K +2,945 New
DI
969
Disciplined Investments
Oklahoma
$240K
SA
970
Sovran Advisors
California
$239K -$32.3K -393 -12%
CPSAC
971
Chas P. Smith & Associates (CPS)
Florida
$239K -$20.8K -253 -8%
EWA
972
Etesian Wealth Advisors
Oregon
$237K +$236K +2,864 New
MCCP
973
Mission Creek Capital Partners
California
$236K +$247 +3 +0.1%
LPT
974
Legacy Private Trust
Wisconsin
$236K -$10.3K -125 -4%
BFA
975
Bragg Financial Advisors
North Carolina
$236K

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.