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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
RI
976
Ridgewood Investments
New Jersey
$252K -$18.9K -229 -7%
WWG
977
West Wealth Group
California
$251K +$38.6K +468 +18%
AAG
978
Armstrong Advisory Group
Massachusetts
$249K +$249K +3,010 New
CWP
979
Core Wealth Partners
California
$249K +$248K +3,000 New
CPA
980
Cardiff Park Advisors
California
$249K
BA
981
Ballast Advisors
Minnesota
$243K -$4.62K -56 -2%
CAS
982
Coppell Advisory Solutions
Texas
$242K -$1.29M -15,639 -84%
IC
983
Inscription Capital
Texas
$241K -$549K -6,650 -70%
W
984
Wealthquest
Ohio
$241K +$5.53K +67 +2%
DI
985
Disciplined Investments
Oklahoma
$240K
OHWP
986
Oak Harbor Wealth Partners
North Carolina
$239K -$90.8K -1,100 -28%
MCCP
987
Mission Creek Capital Partners
California
$237K +$330 +4 +0.1%
LAM
988
Lewis Asset Management
California
$235K +$3.96K +48 +2%
LGWM
989
Litman Gregory Wealth Management
California
$234K +$234K +2,830 New
PA
990
Probity Advisors
Texas
$234K -$211K -2,561 -48%
RFA
991
Resurgent Financial Advisors
Georgia
$232K +$231K +2,803 New
CIAS
992
CFS Investment Advisory Services
New Jersey
$232K +$231K +2,800 New
GSWA
993
Good Steward Wealth Advisors
Tennessee
$232K -$378K -4,584 -62%
OFW
994
Omnia Family Wealth
Florida
$232K +$7.26K +88 +3%
CNBOF
995
City National Bank of Florida
Florida
$230K -$464K -5,625 -67%
AIP
996
Ameritas Investment Partners
Nebraska
$229K +$908 +11 +0.4%
SLC
997
Second Line Capital
Louisiana
$229K +$11.6K +140 +5%
HW
998
Hamilton Wealth
California
$228K -$118K -1,425 -34%
MSWMA
999
Market Street Wealth Management Advisors
Indiana
$228K +$826 +10 +0.4%
HAS
1000
HBW Advisory Services
California
$227K -$7.35K -89 -3%

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.