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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
GGI
1101
Godsey & Gibb Inc
Virginia
$26K +$25.8K +314 New
AWM
1102
Accredited Wealth Management
Kentucky
$24.8K
NC
1103
NewSquare Capital
Pennsylvania
$24.7K +$24.5K +298 New
TCM
1104
TD Capital Management
Tennessee
$23.3K +$164 +2 +0.7%
GC
1105
Garde Capital
Washington
$22.8K +$22.7K +276 New
MPWT
1106
MassMutual Private Wealth & Trust
Connecticut
$22.8K
TAM
1107
Tucker Asset Management
Colorado
$21.8K
WT
1108
Washington Trust
Rhode Island
$21.5K
BCMLT
1109
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.2K -$16K -194 -43%
FWA
1110
Flagship Wealth Advisors
Massachusetts
$19.8K
HDIM
1111
Hanson & Doremus Investment Management
Vermont
$19K +$18.6K +226 New
PA
1112
PSI Advisors
Florida
$18.9K -$6.78M -82,500 -100%
SIC
1113
Salem Investment Counselors
North Carolina
$18K
GFL
1114
Granite FO LLC
New Hampshire
$16.5K -$31.3K -380 -66%
CWC
1115
Carolinas Wealth Consulting
North Carolina
$16.2K -$17.5K -213 -52%
BWL
1116
Bogart Wealth LLC
Virginia
$14.5K -$10.7K -130 -43%
JHCP
1117
Jackson Hole Capital Partners
Oklahoma
$14.2K
ITIM
1118
Indiana Trust & Investment Management
Indiana
$14.1K
AA
1119
Addison Advisors
Vermont
$13.2K -$51.4K -625 -80%
MMCM
1120
Murphy & Mullick Capital Management
New York
$13.2K
BA
1121
Bristlecone Advisors
Washington
$12.1K -$55.4K -674 -82%
IBOK
1122
Independence Bank of Kentucky
Kentucky
$10.5K
AIM
1123
Anchor Investment Management
South Carolina
$10.3K -$12.3K -150 -55%
HNW
1124
High Note Wealth
Minnesota
$10.2K -$9.29K -113 -48%
PG
1125
Proffitt & Goodson
Tennessee
$9.93K +$9.87K +120 New

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.