We are live on ! Find out more
SHY icon

iShares 1-3 Year Treasury Bond ETF

1,202 hedge funds and large institutions have $18.4B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 477 increasing their positions, 421 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 68

22% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $31.7M

13% more repeat investments, than reductions

Existing positions increased: 477 | Existing positions reduced: 421

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

4% more funds holding

Funds holding: 1,1541,202 (+48)

2.87% less ownership

Funds ownership: 81.25%78.38% (-2.9%)

6% less capital invested

Capital invested by funds: $19.5B → $18.4B (-$1.08B)

Holders
1,202
Holders Change
+48
Holders Change %
+4.16%
% of All Funds
14.62%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
0.92%
New
140
Increased
477
Reduced
421
Closed
68
Calls
$38.8M
Puts
$31.7M
Net Calls
+$7.08M
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AGP
976
Autumn Glory Partners
Texas
$265K
PA
977
Powerhouse Assets
Massachusetts
$263K +$263K +3,178 New
MHIC
978
Marble Harbor Investment Counsel
Massachusetts
$263K +$3.56K +43 +1%
KWM
979
Kaydan Wealth Management
Michigan
$262K -$16.3M -196,380 -98%
EWA
980
Etesian Wealth Advisors
Oregon
$261K -$7.29K -88 -3%
FF
981
Finley Financial
Nevada
$260K
SWA
982
Sax Wealth Advisors
New Jersey
$260K -$663 -8 -0.3%
AWS
983
Arkfeld Wealth Strategies
Nebraska
$258K +$1.16K +14 +0.5%
SDWIA
984
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$258K -$28K -338 -10%
HI
985
Harbour Investments
Wisconsin
$257K -$1.57K -19 -0.6%
MWM
986
McAlvany Wealth Management
Colorado
$256K +$257K +3,096 New
FGA
987
Fortis Group Advisors
New Jersey
$255K -$14.2K -171 -5%
RWA
988
Roberts Wealth Advisors
California
$255K -$47.4K -572 -16%
FCFC
989
First Commonwealth Financial Corp
Pennsylvania
$255K +$255K +3,081 New
CG
990
Cynosure Group
Utah
$254K
MFA
991
Mayflower Financial Advisors
Massachusetts
$254K
CCG
992
Cypress Capital Group
Florida
$253K +$253K +3,057 New
W
993
Wealthquest
Ohio
$253K +$253K +3,054 New
VP
994
Verum Partners
North Carolina
$251K -$34.5K -416 -12%
WIC
995
Whitegate Investment Counselors
New Hampshire
$250K -$504K -6,076 -67%
SS
996
Sunbelt Securities
Texas
$249K -$7.05K -85 -3%
AAG
997
Armstrong Advisory Group
Massachusetts
$249K
CPA
998
Cardiff Park Advisors
California
$248K
GCL
999
Gouws Capital LLC
North Carolina
$248K +$41.4K +500 +20%
S
1000
Sunpointe
Missouri
$247K -$34.8K -420 -12%