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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
RMP
1051
Richards, Merrill & Peterson
Washington
$134K -$495 -6 -0.4%
LAM
1052
Lummis Asset Management
Texas
$132K
DRS
1053
Deane Retirement Strategies
Louisiana
$127K +$248 +3 +0.2%
GIA
1054
GHP Investment Advisors
Colorado
$118K
EP
1055
Essential Partners
California
$115K +$115K +1,392 New
CCM
1056
Cutler Capital Management
Massachusetts
$107K
C
1057
Covestor
United Kingdom
$106K +$47K +569 +81%
PFBT
1058
Parkside Financial Bank & Trust
Missouri
$105K
CT
1059
Caldwell Trust
Florida
$103K
GBT
1060
Grove Bank & Trust
Florida
$99.4K
CIA
1061
Choate Investment Advisors
Massachusetts
$98K +$97.7K +1,183 New
HWM
1062
HighMark Wealth Management
Minnesota
$97K +$96.7K +1,171 New
AAP
1063
Arax Advisory Partners
Colorado
$96.3K +$29.8K +361 +48%
CA
1064
Centerpoint Advisors
Massachusetts
$93K
SRCM
1065
Signature Resources Capital Management
California
$92.5K +$92.1K +1,116 New
OWP
1066
ORG Wealth Partners
Texas
$90.4K +$19.5K +236 +27%
BMC
1067
Bear Mountain Capital
Washington
$88.8K
PP
1068
PrairieView Partners
Minnesota
$88K -$29.2K -354 -25%
ZBNA
1069
Zions Bancorporation, National Association
Utah
$87.3K
LCM
1070
Logan Capital Management
Pennsylvania
$77.6K +$3.63K +44 +5%
VWWMG
1071
Vermillion & White Wealth Management Group
Pennsylvania
$77.6K -$7.59K -92 -9%
BIG
1072
Brooklyn Investment Group
New York
$76.9K +$76.6K +928 New
HCM
1073
Hollencrest Capital Management
California
$75.5K +$72.2K +874 +2,362%
AUB
1074
Atlantic Union Bankshares
Virginia
$75.2K +$75K +908 New
CFD
1075
Creative Financial Designs
Indiana
$74.4K -$3.96K -48 -5%

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.