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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
KCM
1226
KM Capital Management
Texas
-$319K -3,853 Closed
PRS
1227
Pinkerton Retirement Specialists
Idaho
-$309K -3,740 Closed
GJIA
1228
Glass Jacobson Investment Advisors
Maryland
-$295K -3,604 Closed
HCP
1229
Hexagon Capital Partners
Arkansas
-$291K -3,518 Closed
RFA
1230
RTD Financial Advisors
Pennsylvania
-$283K -3,421 Closed
SCG
1231
Sonata Capital Group
Washington
-$269K -3,250 Closed
AG
1232
AlTi Global
New York
-$268K -3,240 Closed
PWH
1233
Priebe Wealth Holdings
Minnesota
-$258K -3,122 Closed
CWM
1234
Chicago Wealth Management
Illinois
-$252K -3,046 Closed
TPA
1235
Trivium Point Advisory
Connecticut
-$247K -2,991 Closed
JWM
1236
JDH Wealth Management
California
-$246K -2,976 Closed
TWP
1237
Triad Wealth Partners
Kansas
-$246K -2,970 Closed
RI
1238
Rinkey Investments
California
-$244K -2,945 Closed
LPT
1239
Legacy Private Trust
Wisconsin
-$236K -2,856 Closed
SW
1240
SteelPeak Wealth
California
-$228K -2,757 Closed
GVCM
1241
Global View Capital Management
Wisconsin
-$225K -2,725 Closed
FA
1242
FSA Advisors
Michigan
-$225K -2,721 Closed
PIA
1243
Perennial Investment Advisors
California
-$224K -2,711 Closed
SAI
1244
Savvy Advisors Inc
New York
-$215K -2,595 Closed
BIA
1245
Bigelow Investment Advisors
Maine
-$207K -2,505 Closed
KCM
1246
Kathmere Capital Management
Pennsylvania
-$205K -2,477 Closed
MM
1247
Meridian Management
Arkansas
-$204K -2,465 Closed
MC
1248
Moors & Cabot
Massachusetts
-$204K -2,460 Closed
EWA
1249
Exencial Wealth Advisors
Oklahoma
-$201K -2,428 Closed
NCFG
1250
New Century Financial Group
New Jersey
-$201K -2,427 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.