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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
CT
1126
Colonial Trust
South Carolina
$22.7K -$82.7K -1,002 -79%
BCMLT
1127
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.7K +$495 +6 +2%
BFP
1128
Briaud Financial Planning
Texas
$20K +$17.3K +210 +500%
HDIM
1129
Hanson & Doremus Investment Management
Vermont
$19K
AG
1130
AmeriFlex Group
Nevada
$18.1K +$18.1K +219 New
SIC
1131
Salem Investment Counselors
North Carolina
$18.1K
CWM
1132
Cranbrook Wealth Management
Michigan
$17.6K -$14.1K -171 -45%
GCM
1133
Gables Capital Management
Florida
$16.9K +$16.8K +204 New
GFL
1134
Granite FO LLC
New Hampshire
$16.6K
DAM
1135
Delta Asset Management
Tennessee
$15.7K +$15.7K +190 New
BWL
1136
Bogart Wealth LLC
Virginia
$14.5K
JHCP
1137
Jackson Hole Capital Partners
Oklahoma
$14.3K
ITIM
1138
Indiana Trust & Investment Management
Indiana
$14.1K
TCOT
1139
Trust Company of Toledo
Ohio
$14.1K +$14K +170 New
HPC
1140
HM Payson & Co
Maine
$13.8K +$13.7K +166 New
PP
1141
Pacifica Partners
Canada
$13.5K +$8.09K +98 +151%
AA
1142
Addison Advisors
Vermont
$13.3K
MMCM
1143
Murphy & Mullick Capital Management
New York
$13.2K
ETC
1144
Exchange Traded Concepts
Oklahoma
$12.7K +$12.6K +153 New
BCM
1145
Blume Capital Management
California
$11.8K +$11.7K +142 New
EWA
1146
EverSource Wealth Advisors
Alabama
$11.5K +$11K +133 +2,660%
AW
1147
Avion Wealth
Texas
$11K +$7.51K +91 +207%
IBOK
1148
Independence Bank of Kentucky
Kentucky
$10.5K
KFI
1149
Key Financial Inc
Pennsylvania
$10.3K +$2.81K +34 +38%
HNW
1150
High Note Wealth
Minnesota
$10.2K

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.