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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
MG
1201
Marex Group
-$3.51M -42,462 Closed
HBWM
1202
Hollow Brook Wealth Management
New York
-$2.85M -34,414 Closed
Russell Investments Group
1203
Russell Investments Group
United Kingdom
-$2.48M -30,000 Closed
FCI
1204
Financial Counselors Inc
Kansas
-$1.51M -18,220 Closed
SFC
1205
Strategic Financial Concepts
Texas
-$1.29M -15,561 Closed
PA
1206
PFG Advisors
Arizona
-$996K -12,039 Closed
IWM
1207
Iams Wealth Management
Nebraska
-$854K -10,317 Closed
DA
1208
Dover Advisors
Virginia
-$851K -10,283 Closed
Vontobel Holding
1209
Vontobel Holding
Switzerland
-$766K -9,255 Closed
GPA
1210
Guerra Pan Advisors
New Jersey
-$745K -9,002 Closed
Simplex Trading
1211
Simplex Trading
Illinois
-$695K -8,405 Closed
LMKC
1212
L.M. Kohn & Company
Ohio
-$643K -7,768 Closed
KCPT
1213
Kingstone Capital Partners Texas
Texas
-$636K -7,686 Closed
JE
1214
JMAC Enterprises
Pennsylvania
-$617K -7,453 Closed
LWCFA
1215
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$579K -7,000 Closed
ECM
1216
Eisler Capital Management
United Kingdom
-$539K -6,516 Closed
EGA
1217
E&G Advisors
Texas
-$509K -6,150 Closed
CCP
1218
Clarity Capital Partners
California
-$470K -5,685 Closed
RBFC
1219
Roman Butler Fullerton & Co
Missouri
-$465K -5,627 Closed
PFG
1220
Prosperity Financial Group
California
-$397K -4,795 Closed
SWP
1221
Summit Wealth Partners
Florida
-$375K -4,537 Closed
MWA
1222
MN Wealth Advisors
Kansas
-$367K -4,441 Closed
CM
1223
Columbus Macro
Pennsylvania
-$361K -4,367 Closed
AIA
1224
AssuredPartners Investment Advisors
Florida
-$337K -4,073 Closed
CWM
1225
Centurion Wealth Management
Virginia
-$320K -3,905 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.