SHY icon

iShares 1-3 Year Treasury Bond ETF
SHY

Overview Fund Activity

1,147 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 99 funds opening new positions, 429 increasing their positions, 463 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,147
Holders Change
-8
Holders Change %
-0.69%
% of All Funds
15.58%
Holding in Top 10
80
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.44%
% of All Funds
1.09%
New
99
Increased
429
Reduced
463
Closed
77
Calls
$1.43M
Puts
$794K
Net Calls
+$637K
Net Calls Change
-$23.9M

Top Buyers

1
AP
Advisors Preferred
Maryland
+$84.1M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$83.4M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$69.7M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$44.6M
5
Ameriprise
Ameriprise
Minnesota
+$40.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$276M
2
EP
Essential Planning
New Hampshire
-$200M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$126M
4
AssetMark Inc
AssetMark Inc
California
-$74.1M
5
Morgan Stanley
Morgan Stanley
New York
-$73.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AUB
1201
Atlantic Union Bankshares
Virginia
– -$224K -2,736 Closed
SIM
1202
Stratos Investment Management
Ohio
– -$223K -2,725 Closed
FAG
1203
Fortitude Advisory Group
Washington
– -$221K -2,699 Closed
HOWA
1204
Heritage Oak Wealth Advisors
Florida
– -$217K -2,653 Closed
Loomis, Sayles & Company
1205
Loomis, Sayles & Company
Massachusetts
– -$217K -2,653 Closed
CFAM
1206
Center For Asset Management
Florida
– -$216K -2,636 Closed
NWA
1207
Navis Wealth Advisors
New York
– -$212K -2,588 Closed
TWP
1208
Tyche Wealth Partners
Texas
– -$210K -2,559 Closed
NAS
1209
NWF Advisory Services
California
– -$210K -2,556 Closed
T
1210
Tableaux
Massachusetts
– -$209K -2,555 Closed
BW
1211
BIP Wealth
Georgia
– -$206K -2,509 Closed
SI
1212
Shaker Investments
Ohio
– -$201K -2,449 Closed
RFG
1213
REAP Financial Group
Texas
– -$119K -1,457 Closed
FFO
1214
Fortitude Family Office
Arizona
– -$111K -1,351 Closed
MTIC
1215
Missouri Trust & Investment Company
Missouri
– -$101K -1,230 Closed
MG
1216
MilWealth Group
Wisconsin
– -$97.2K -1,186 Closed
VWM
1217
Venturi Wealth Management
Texas
– -$77.3K -942 Closed
EBA
1218
Eagle Bay Advisors
New York
– -$76.4K -932 Closed
CJ
1219
Caitlin John
Michigan
– -$73.7K -899 Closed
WWA
1220
Wingate Wealth Advisors
Massachusetts
– -$63.9K -779 Closed
TIM
1221
Tortoise Investment Management
New York
– -$60.3K -735 Closed
CCMI
1222
Creative Capital Management Investments
California
– -$45.1K -550 Closed
MCM
1223
MidAtlantic Capital Management
Virginia
– -$20.3K -248 Closed
POIA
1224
Pin Oak Investment Advisors
Texas
– -$11K -135 Closed
KBFS
1225
Kohmann Bosshard Financial Services
Ohio
– -$8.2K -100 Closed
46 47 48
49
50