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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
BAM
1201
BTS Asset Management
Massachusetts
-$475K -5,799 Closed
BB
1202
Busey Bank
Illinois
-$456K -5,565 Closed
FHB
1203
First Hawaiian Bank
Hawaii
-$429K -5,229 Closed
MWA
1204
Midland Wealth Advisors
Illinois
-$409K -4,983 Closed
BCG
1205
Breakwater Capital Group
New Jersey
-$395K -4,816 Closed
WWM
1206
Whalen Wealth Management
Nevada
-$380K -4,641 Closed
WP
1207
WMS Partners
Maryland
-$376K -4,583 Closed
SCM
1208
Sunbeam Capital Management
Georgia
-$372K -4,535 Closed
TFP
1209
Tilia Fiduciary Partners
North Carolina
-$370K -4,516 Closed
KDA
1210
Kraft Davis & Associates
Missouri
-$360K -4,394 Closed
EW
1211
Evoke Wealth
California
-$334K -4,069 Closed
DCM
1212
Donaldson Capital Management
Indiana
-$331K -4,041 Closed
OWA
1213
Oak Wealth Advisors
Illinois
-$316K -3,850 Closed
CWG
1214
Cornerstone Wealth Group
North Carolina
-$314K -3,834 Closed
PA
1215
Promethium Advisors
Maryland
-$303K -3,702 Closed
ITB
1216
Idaho Trust Bank
Idaho
-$301K -3,676 Closed
DWM
1217
Destination Wealth Management
California
-$273K -3,325 Closed
AT
1218
American Trust
Kentucky
-$270K -3,298 Closed
PIA
1219
Pinion Investment Advisors
Kansas
-$238K -2,909 Closed
DCM
1220
DGS Capital Management
New Jersey
-$230K -2,803 Closed
NFP
1221
Narus Financial Partners
Utah
-$229K -2,789 Closed
PVI
1222
Pine Valley Investments
New Jersey
-$226K -2,759 Closed
AUB
1223
Atlantic Union Bankshares
Virginia
-$224K -2,736 Closed
SIM
1224
Stratos Investment Management
Ohio
-$223K -2,725 Closed
FAG
1225
Fortitude Advisory Group
Washington
-$221K -2,699 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.