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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
CPSAC
1026
Chas P. Smith & Associates (CPS)
Florida
$203K -$35.6K -431 -15%
AFA
1027
Allium Financial Advisors
Oregon
$202K
CPA
1028
Compass Planning Associates
Massachusetts
$201K +$1.57K +19 +0.8%
VFG
1029
V2 Financial group
Illinois
$200K +$200K +2,418 New
CA
1030
Crewe Advisors
Utah
$200K
TRCT
1031
Tower Research Capital (TRC)
New York
$200K -$6.83M -82,721 -97%
GSWM
1032
Golden State Wealth Management
California
$188K +$102K +1,240 +121%
WCAMG
1033
Woodard & Company Asset Management Group
North Carolina
$186K +$1.73K +21 +0.9%
TVWM
1034
Tower View Wealth Management
Wisconsin
$184K +$1.16K +14 +0.6%
PCFFS
1035
Pacific Center for Financial Services
California
$175K
ADL
1036
Asset Dedication LLC
California
$174K +$29.9K +362 +21%
SWP
1037
SIMA Wealth Partners
Virginia
$173K +$35.5K +430 +26%
ETS
1038
ESL Trust Services
New York
$171K +$30.3K +367 +22%
EWA
1039
EP Wealth Advisors
California
$169K +$32.9K +398 +24%
CB
1040
CNB Bank
Pennsylvania
$167K
BOJHT
1041
Bank of Jackson Hole Trust
Wyoming
$164K +$20.6K +250 +14%
RBC
1042
Roble Belko & Company
Pennsylvania
$164K +$1.4K +17 +0.9%
T
1043
Transce3nd
Texas
$161K -$516K -6,251 -76%
APW
1044
Aventura Private Wealth
Florida
$158K -$7.26K -88 -4%
SWA
1045
SOA Wealth Advisors
New York
$151K -$10.5K -127 -7%
GTAM
1046
Global Trust Asset Management
Florida
$151K +$61.9K +750 +70%
HWM
1047
Horizons Wealth Management
North Carolina
$148K +$3.96K +48 +3%
AWM
1048
Ameliora Wealth Management
Switzerland
$143K -$285K -3,450 -67%
EB
1049
Eastern Bank
Massachusetts
$142K -$7.68K -93 -5%
RF
1050
Robinswood Financial
Washington
$140K -$4.38K -53 -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.