We are live on ! Find out more
SHY icon

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
DJSG
1076
D.J. St. Germain
Massachusetts
$71.4K -$54.8K -664 -44%
DWM
1077
Darwin Wealth Management
Florida
$69.9K -$6.77K -82 -9%
HWM
1078
Hemington Wealth Management
Virginia
$69K
FDCDDQ
1079
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.1K
BL
1080
Balentine LLC
Georgia
$66K -$1.27M -15,391 -95%
BIM
1081
Breakwater Investment Management
Washington
$64.8K
HI
1082
Horizon Investments
North Carolina
$64.5K +$83 +1 +0.1%
RWM
1083
Rialto Wealth Management
New York
$62.1K
AIC
1084
Archer Investment Corporation
Indiana
$61.3K
BONH
1085
Bank of New Hampshire
New Hampshire
$61K -$6.19K -75 -9%
CMA
1086
Cedar Mountain Advisors
Oregon
$55.8K
CCM
1087
Chilton Capital Management
Texas
$53K
FMII
1088
Farmers & Merchants Investments Inc
Nebraska
$51.7K
Bank Julius Baer & Co
1089
Bank Julius Baer & Co
Switzerland
$51K -$503K -6,091 -91%
TH
1090
TCTC Holdings
Texas
$50.5K +$3.22K +39 +7%
IA
1091
IFS Advisors
Kansas
$49.7K
RDFA
1092
Ritter Daniher Financial Advisory
Ohio
$49.7K
SFA
1093
Semmax Financial Advisors
North Carolina
$48.6K +$413 +5 +0.9%
CWP
1094
Concord Wealth Partners
Virginia
$46.4K +$46.2K +560 New
NCM
1095
Northwest Capital Management
Oregon
$46.1K -$66K -800 -59%
NRC
1096
New Republic Capital
North Carolina
$45.2K +$36.8K +446 +446%
USB
1097
Union Savings Bank
Connecticut
$44.9K -$39.2K -475 -47%
BMM
1098
Berkshire Money Management
Massachusetts
$43.1K +$42.9K +520 New
GBA
1099
Garrison Bradford & Associates
New York
$41.4K
SA
1100
SRH Advisors
Kansas
$41.4K

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.