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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
GSWM
1051
Golden State Wealth Management
California
$84.7K +$53.7K +653 +176%
USB
1052
Union Savings Bank
Connecticut
$84.3K
AC
1053
AlphaCore Capital
California
$79.8K +$79.3K +964 New
CFD
1054
Creative Financial Designs
Indiana
$78.3K +$3.29K +40 +4%
VC
1055
Vestor Capital
Illinois
$78K
DWM
1056
Darwin Wealth Management
Florida
$75.8K
LCM
1057
Logan Capital Management
Pennsylvania
$73.7K +$1.97K +24 +3%
OWP
1058
ORG Wealth Partners
Texas
$70.9K -$15.1K -184 -18%
HWM
1059
Hemington Wealth Management
Virginia
$69K -$12.5K -152 -15%
LC
1060
Lindbrook Capital
California
$68.3K +$22.6K +275 +50%
BONH
1061
Bank of New Hampshire
New Hampshire
$67.1K
FDCDDQ
1062
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67K -$26.5K -322 -28%
FNWA
1063
Financial Network Wealth Advisors
Utah
$66.1K -$16.5K -201 -20%
BIM
1064
Breakwater Investment Management
Washington
$64.7K
TCOV
1065
Trust Company of Vermont
Vermont
$64.5K +$58.3K +709 +999%
HI
1066
Horizon Investments
North Carolina
$64.3K +$905 +11 +1%
AAP
1067
Arax Advisory Partners
Colorado
$62.4K -$269K -3,271 -81%
RWM
1068
Rialto Wealth Management
New York
$62K -$13.5K -164 -18%
AIC
1069
Archer Investment Corporation
Indiana
$61.2K +$82 +1 +0.1%
C
1070
Covestor
United Kingdom
$58K +$12.7K +155 +28%
CMA
1071
Cedar Mountain Advisors
Oregon
$55.7K
PC
1072
Promus Capital
Illinois
$53.7K +$53.4K +649 New
CCM
1073
Chilton Capital Management
Texas
$52.9K
FMII
1074
Farmers & Merchants Investments Inc
Nebraska
$51.6K
IA
1075
IFS Advisors
Kansas
$49.6K

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.