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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
HWM
1026
Horizons Wealth Management
North Carolina
$144K -$28.9K -351 -17%
BOJHT
1027
Bank of Jackson Hole Trust
Wyoming
$143K -$13.5K -164 -9%
ETS
1028
ESL Trust Services
New York
$140K
SWP
1029
SIMA Wealth Partners
Virginia
$137K -$658 -8 -0.5%
EWA
1030
EP Wealth Advisors
California
$136K -$69.6K -846 -34%
RMP
1031
Richards, Merrill & Peterson
Washington
$135K +$493 +6 +0.4%
WF
1032
Wayfinding Financial
Washington
$132K +$131K +1,597 New
LAM
1033
Lummis Asset Management
Texas
$132K
PSFG
1034
Park Square Financial Group
Georgia
$127K -$75.5K -918 -37%
DRS
1035
Deane Retirement Strategies
Louisiana
$127K -$9.29K -113 -7%
DJSG
1036
D.J. St. Germain
Massachusetts
$126K +$105K +1,279 +518%
GIA
1037
GHP Investment Advisors
Colorado
$118K +$21.1K +256 +22%
PP
1038
PrairieView Partners
Minnesota
$117K -$14.7K -179 -11%
NCM
1039
Northwest Capital Management
Oregon
$112K
CCM
1040
Cutler Capital Management
Massachusetts
$106K +$106K +1,286 New
CT
1041
Colonial Trust
South Carolina
$106K +$89.6K +1,090 +586%
PFBT
1042
Parkside Financial Bank & Trust
Missouri
$105K +$4.93K +60 +5%
CT
1043
Caldwell Trust
Florida
$103K -$24.7K -300 -19%
GBT
1044
Grove Bank & Trust
Florida
$99.3K
SSB
1045
Sandy Spring Bank
Maryland
$96.3K +$21.1K +256 +28%
CA
1046
Centerpoint Advisors
Massachusetts
$93K +$329 +4 +0.4%
BMC
1047
Bear Mountain Capital
Washington
$89.3K -$12.3K -149 -12%
GTAM
1048
Global Trust Asset Management
Florida
$88.4K +$20.6K +250 +31%
ZBNA
1049
Zions Bancorporation, National Association
Utah
$87.1K +$86.6K +1,053 New
VWWMG
1050
Vermillion & White Wealth Management Group
Pennsylvania
$85K

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.