We are live on ! Find out more
SHY icon

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
HNWAG
1001
High Net Worth Advisory Group
Florida
$207K
AFG
1002
Arkansas Financial Group
Arkansas
$206K +$205K +2,493 New
PFGIA
1003
Patriot Financial Group Insurance Agency
Massachusetts
$206K -$12.3K -150 -6%
KCM
1004
Kathmere Capital Management
Pennsylvania
$205K +$204K +2,477 New
MLIC
1005
Mandatum Life Insurance Company
Finland
$204K
GWM
1006
GK Wealth Management
Nevada
$204K -$72.4K -880 -26%
MM
1007
Meridian Management
Arkansas
$204K
MC
1008
Moors & Cabot
Massachusetts
$204K -$33K -401 -14%
HIS
1009
Harvest Investment Services
Illinois
$203K +$1.32K +16 +0.7%
AFA
1010
Allium Financial Advisors
Oregon
$201K +$200K +2,433 New
EWA
1011
Exencial Wealth Advisors
Oklahoma
$201K -$987 -12 -0.5%
NCFG
1012
New Century Financial Group
New Jersey
$201K -$609K -7,402 -75%
CA
1013
Crewe Advisors
Utah
$200K -$2.8K -34 -1%
CPA
1014
Compass Planning Associates
Massachusetts
$199K -$814K -9,895 -80%
WCAMG
1015
Woodard & Company Asset Management Group
North Carolina
$184K +$1.07K +13 +0.6%
TVWM
1016
Tower View Wealth Management
Wisconsin
$183K +$1.15K +14 +0.6%
PCFFS
1017
Pacific Center for Financial Services
California
$174K
CB
1018
CNB Bank
Pennsylvania
$167K +$10.3K +125 +7%
APW
1019
Aventura Private Wealth
Florida
$165K -$32.2K -391 -16%
RBC
1020
Roble Belko & Company
Pennsylvania
$163K +$822 +10 +0.5%
SWA
1021
SOA Wealth Advisors
New York
$162K -$3.13K -38 -2%
EB
1022
Eastern Bank
Massachusetts
$150K -$14.4K -175 -9%
RF
1023
Robinswood Financial
Washington
$144K +$905 +11 +0.6%
ADL
1024
Asset Dedication LLC
California
$144K -$38.3K -466 -21%
FFWM
1025
Future Financial Wealth Management
Ohio
$144K

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.