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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
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$29.6M -$6.16M -74,959 -17%
EWM
77
Edge Wealth Management
New York
$29M +$371K +4,507 +1%
PCIG
78
Partners Capital Investment Group
Massachusetts
$28.8M +$6.74M +82,008 +31%
HTC
79
Haverford Trust Company
Pennsylvania
$28.6M +$887K +10,783 +3%
MMA
80
Mizuho Markets Americas
New York
$28.3M +$25.6M +311,337 +994%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$28.1M +$5.07M +61,630 +22%
WJA
82
Willis Johnson & Associates
Texas
$28.1M -$154K -1,878 -0.6%
KeyBank National Association
83
KeyBank National Association
Ohio
$27.9M +$3.21M +39,004 +13%
SF
84
Synovus Financial
Georgia
$26.8M +$15.5M +188,806 +139%
SIA
85
Strategic Investment Advisors
Michigan
$25.7M -$2.63M -32,036 -9%
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$25.5M +$247K +3,002 +1%
OIA
87
OneDigital Investment Advisors
Kansas
$25.4M -$11.1M -134,777 -31%
A
88
Allianz
Germany
$25.4M +$475K +5,772 +2%
JIP
89
Jaffetilchin Investment Partners
Florida
$24.9M +$1.67M +20,250 +7%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$24.8M -$3.44M -41,891 -14%
MP
91
Moment Partners
California
$23.8M +$1.33M +16,130 +6%
CAMG
92
CWA Asset Management Group
Florida
$23.8M +$5.13M +62,357 +28%
Kovitz Investment Group Partners
93
Kovitz Investment Group Partners
Illinois
$23.4M -$1.4M -16,996 -6%
PAG
94
Private Advisor Group
New Jersey
$23.3M -$29.5M -358,229 -56%
PGFC
95
Peapack-Gladstone Financial Corp
New Jersey
$23.3M +$1.1M +13,365 +5%
UCFA
96
United Capital Financial Advisors
Texas
$23.2M -$6.68M -81,181 -22%
HNB
97
Huntington National Bank
Ohio
$22.9M
PFPT
98
Pinnacle Financial Partners (Tennessee)
Tennessee
$22.8M +$5.31M +64,537 +31%
SCVTA
99
Santa Clara Valley Transportation Authority
California
$22.8M
Baird Financial Group
100
Baird Financial Group
Wisconsin
$22.6M -$1.2M -14,618 -5%

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.