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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
SIM
951
Seaview Investment Managers
Florida
$273K
AGP
952
Autumn Glory Partners
Texas
$272K -$18.1K -219 -6%
EWA
953
Evolution Wealth Advisors
Florida
$271K +$270K +3,270 New
AWM
954
AllSquare Wealth Management
New York
$269K
EWA
955
Etesian Wealth Advisors
Oregon
$269K +$31.5K +381 +13%
RPGK
956
Retirement Planning Group (Kansas)
Kansas
$268K -$87.8K -1,064 -25%
AF
957
Arrow Financial
New York
$267K
GHA
958
GW Henssler & Associates
Georgia
$266K -$3.3K -40 -1%
JCM
959
J2 Capital Management
Michigan
$264K
CB
960
Cadence Bank
Mississippi
$261K +$260K +3,150 New
AWM
961
Able Wealth Management
New Jersey
$261K -$58.1K -704 -18%
FF
962
Finley Financial
Nevada
$261K
SF
963
SWP Financial
California
$260K -$2.23K -27 -0.9%
FNWA
964
Financial Network Wealth Advisors
Utah
$260K +$193K +2,334 +292%
PSFG
965
Park Square Financial Group
Georgia
$259K +$131K +1,592 +104%
VFG
966
Valley Financial Group
Pennsylvania
$259K +$258K +3,122 New
HI
967
Harbour Investments
Wisconsin
$257K -$64.3K -779 -20%
C1AG
968
Client 1st Advisory Group
Florida
$257K
HCM
969
Hudson Capital Management
New Jersey
$257K +$3.71K +45 +1%
VA
970
Valmark Advisers
Ohio
$256K
PFGIA
971
Patriot Financial Group Insurance Agency
Massachusetts
$256K +$49.5K +600 +24%
AWS
972
Arkfeld Wealth Strategies
Nebraska
$255K -$185K -2,244 -42%
IWP
973
Insight Wealth Partners
Texas
$255K +$2.23K +27 +0.9%
CG
974
Cynosure Group
Utah
$254K
MFA
975
Mayflower Financial Advisors
Massachusetts
$254K

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.