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
ME
1101
McIlrath & Eck
Washington
$40.7K
OLVIG
1102
Oliver Lagore Vanvalin Investment Group
Michigan
$38.7K +$38.6K +468 New
CTA
1103
Colonial Trust Advisors
South Carolina
$37.3K
PWAM
1104
Private Wealth Asset Management
Iowa
$37.3K
VanEck Associates
1105
VanEck Associates
New York
$37K +$4.13K +50 +13%
RF
1106
Roxbury Financial
New Jersey
$36.9K +$4.46K +54 +14%
FFWM
1107
Future Financial Wealth Management
Ohio
$36.3K -$107K -1,300 -75%
SIS
1108
Sound Income Strategies
Florida
$34.2K -$3.88K -47 -10%
YDMI
1109
Y.D. More Investments
Israel
$33.1K
MPWT
1110
MassMutual Private Wealth & Trust
Connecticut
$33.1K +$10.3K +125 +45%
VNA
1111
Valley National Advisers
Pennsylvania
$33K
JFA
1112
JNBA Financial Advisors
Minnesota
$32.7K -$1.07K -13 -3%
MEG
1113
Millstone Evans Group
Colorado
$32.6K
CTC
1114
Central Trust Company
Missouri
$31K -$5.37K -65 -15%
HR
1115
Howe & Rusling
New York
$30K +$29.8K +361 +36,100%
RPCA
1116
Running Point Capital Advisors
California
$30K
DWA
1117
Delos Wealth Advisors
Texas
$29.5K +$29.4K +356 New
HIW
1118
Holos Integrated Wealth
Pennsylvania
$29.3K
AC
1119
AlphaCore Capital
California
$27.5K -$52.2K -632 -66%
WBC
1120
West Branch Capital
Massachusetts
$27.2K +$248 +3 +0.9%
HFS
1121
Hantz Financial Services
Michigan
$25K +$25.1K +304 New
AWM
1122
Accredited Wealth Management
Kentucky
$24.9K
NC
1123
NewSquare Capital
Pennsylvania
$24.7K
TCM
1124
TD Capital Management
Tennessee
$23.6K +$248 +3 +1%
GC
1125
Garde Capital
Washington
$22.9K

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.