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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
RFS
1176
Richardson Financial Services
Massachusetts
$1.4K -$743 -9 -35%
GWSA
1177
Global Wealth Strategies & Associates
Colorado
$1.24K
TAM
1178
Tucker Asset Management
Colorado
$1.16K -$20.6K -250 -95%
TAM
1179
Townsend Asset Management
North Carolina
$911
MWA
1180
Medallion Wealth Advisors
Connecticut
$908 +$83 +1 +10%
CAIM
1181
Catherine Avery Investment Management
Florida
$663
FGC
1182
Financial Gravity Companies
Texas
$580 +$578 +7 New
IF
1183
Integrity Financial
Wyoming
$414
Q1WB
1184
Quest 10 Wealth Builders
Virginia
$414
FFA
1185
Frazier Financial Advisors
Ohio
$333 +$330 +4 New
ACA
1186
American Capital Advisory
Idaho
$88
1NWS
1187
1 North Wealth Services
Maryland
$38
CIAS
1188
CBIZ Investment Advisory Services
Ohio
$5 -$1.65K -20 Closed
AP
1189
Advisors Preferred
Maryland
-$102M -1,240,581 Closed
MW
1190
Marks Wealth
Maryland
-$35.5M -429,648 Closed
RFM
1191
Royal Fund Management
Florida
-$19.4M -234,341 Closed
MD
1192
Money Design
Japan
-$11.6M -139,818 Closed
WG
1193
Watchman Group
Texas
-$10.8M -130,195 Closed
CF
1194
Corebridge Financial
Texas
-$8.46M -102,300 Closed
HF
1195
HRT Financial
New York
-$6.23M -75,335 Closed
Retirement Systems of Alabama
1196
Retirement Systems of Alabama
Alabama
-$6.17M -74,575 Closed
WAM
1197
Worth Asset Management
Texas
-$5.88M -71,129 Closed
EF
1198
Empowered Funds
Pennsylvania
-$5.22M -63,097 Closed
AWM
1199
Accurate Wealth Management
Florida
-$4.8M -58,283 Closed
ARC
1200
Advisor Resource Council
Texas
-$3.64M -44,056 Closed

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.