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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
HOWA
1226
Heritage Oak Wealth Advisors
Florida
-$217K -2,653 Closed
Loomis, Sayles & Company
1227
Loomis, Sayles & Company
Massachusetts
-$217K -2,653 Closed
CFAM
1228
Center For Asset Management
Florida
-$216K -2,636 Closed
NWA
1229
Navis Wealth Advisors
New York
-$212K -2,588 Closed
TWP
1230
Tyche Wealth Partners
Texas
-$210K -2,559 Closed
NAS
1231
NWF Advisory Services
California
-$210K -2,556 Closed
T
1232
Tableaux
Massachusetts
-$209K -2,555 Closed
BW
1233
BIP Wealth
Georgia
-$206K -2,509 Closed
SI
1234
Shaker Investments
Ohio
-$201K -2,449 Closed
RA
1235
Ransom Advisory
Rhode Island
-$189K -2,300 Closed
RFG
1236
REAP Financial Group
Texas
-$119K -1,457 Closed
FFO
1237
Fortitude Family Office
Arizona
-$111K -1,351 Closed
MTIC
1238
Missouri Trust & Investment Company
Missouri
-$101K -1,230 Closed
MG
1239
MilWealth Group
Wisconsin
-$97.2K -1,186 Closed
VWM
1240
Venturi Wealth Management
Texas
-$77.3K -942 Closed
EBA
1241
Eagle Bay Advisors
New York
-$76.4K -932 Closed
CJ
1242
Caitlin John
Michigan
-$73.7K -899 Closed
WWA
1243
Wingate Wealth Advisors
Massachusetts
-$63.9K -779 Closed
TIM
1244
Tortoise Investment Management
New York
-$60.3K -735 Closed
CCMI
1245
Creative Capital Management Investments
California
-$45.1K -550 Closed
MCM
1246
MidAtlantic Capital Management
Virginia
-$20.3K -248 Closed
POIA
1247
Pin Oak Investment Advisors
Texas
-$11K -135 Closed
KBFS
1248
Kohmann Bosshard Financial Services
Ohio
-$8.2K -100 Closed
TCG
1249
Transcendent Capital Group
Oklahoma
-$8.2K -100 Closed
FCT
1250
Family Capital Trust
Massachusetts
-$5.57K -68 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.