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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
HCM
1151
Hollencrest Capital Management
California
$3.06K
BFP
1152
Briaud Financial Planning
Texas
$3K
AW
1153
Avion Wealth
Texas
$3K +$3.62K +44 New
MHR
1154
Matthew Hamilton Rosenberg
$2.98K +$2.96K +36 New
TFA
1155
Toth Financial Advisory
Virginia
$2.48K -$4.11K -50 -63%
RFS
1156
Richardson Financial Services
Massachusetts
$2.15K -$1.65K -20 -43%
Daiwa Securities Group
1157
Daiwa Securities Group
Japan
$2K -$13.2K -160 -89%
TCPG
1158
Trivant Custom Portfolio Group
California
$1.82K
CIAS
1159
CBIZ Investment Advisory Services
Ohio
$1.66K -$21.3K -259 -93%
HC
1160
Hara Capital
Washington
$1.66K -$31.3K -380 -95%
AWM
1161
Abound Wealth Management
Tennessee
$1.57K
LWA
1162
Lowe Wealth Advisors
Maryland
$1.45K
GWSA
1163
Global Wealth Strategies & Associates
Colorado
$1.24K +$1.23K +15 New
FGAM
1164
Financial Gravity Asset Management
Texas
$993 +$987 +12 New
TAM
1165
Townsend Asset Management
North Carolina
$910
MWA
1166
Medallion Wealth Advisors
Connecticut
$825
CAIM
1167
Catherine Avery Investment Management
Florida
$662
EWA
1168
EverSource Wealth Advisors
Alabama
$414 -$597K -7,257 -100%
IF
1169
Integrity Financial
Wyoming
$414
Q1WB
1170
Quest 10 Wealth Builders
Virginia
$414
ACA
1171
American Capital Advisory
Idaho
$87
HR
1172
Howe & Rusling
New York
$83 -$15.6K -190 -99%
1NWS
1173
1 North Wealth Services
Maryland
$38
AWM
1174
Atticus Wealth Management
Florida
$1
SVCP
1175
Silicon Valley Capital Partners
California
-$37.6M -458,799 Closed

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.