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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
ECM
76
Evergreen Capital Management
Washington
$29M -$720K -8,725 -2%
WJA
77
Willis Johnson & Associates
Texas
$28.6M +$527K +6,379 +2%
KeyBank National Association
78
KeyBank National Association
Ohio
$27.8M -$163K -1,970 -0.6%
SC
79
Scotia Capital
Ontario, Canada
$27.5M +$10.6M +128,022 +63%
FIA
80
Foundations Investment Advisors
Arizona
$27.4M +$13.1M +158,306 +92%
ACA
81
Aptus Capital Advisors
Alabama
$27.2M +$16M +194,040 +145%
ASN
82
Advisory Services Network
Georgia
$27.1M -$2.87M -34,720 -10%
A
83
Allianz
Germany
$26.4M +$1.05M +12,710 +4%
WFA
84
Wellspring Financial Advisors
Ohio
$26.4M -$4.06M -49,235 -13%
DWM
85
Dakota Wealth Management
Florida
$26.2M +$4.51M +54,671 +21%
Citadel Advisors
86
Citadel Advisors
Florida
$26.1M +$3.5M +42,341 +16%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$25.7M +$123K +1,489 +0.5%
PAG
88
Private Advisor Group
New Jersey
$25.6M +$2.3M +27,848 +10%
KWM
89
Kaydan Wealth Management
Michigan
$25.4M +$25.3M +306,668 New
JIP
90
Jaffetilchin Investment Partners
Florida
$25.2M +$303K +3,669 +1%
OIA
91
OneDigital Investment Advisors
Kansas
$24.6M -$797K -9,656 -3%
Mariner
92
Mariner
Kansas
$24M -$16.4M -198,479 -41%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$23.7M +$1.06M +12,843 +5%
MP
94
Moment Partners
California
$23.5M -$385K -4,665 -2%
SCVTA
95
Santa Clara Valley Transportation Authority
California
$22.8M
HNB
96
Huntington National Bank
Ohio
$22.5M
WCWM
97
Wooster Corthell Wealth Management
Connecticut
$22.3M +$22.2M +269,355 New
UCFA
98
United Capital Financial Advisors
Texas
$22M -$1.17M -14,167 -5%
MFIM
99
Mesirow Financial Investment Management
Illinois
$21.8M -$20.2M -244,281 -48%
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$21.8M -$6.36M -77,007 -23%

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.