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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
SC
126
Scotia Capital
Ontario, Canada
$16.9M +$8.15M +99,124 +95%
KWM
127
Kingsview Wealth Management
Oregon
$16.2M +$1.18M +14,324 +8%
AF
128
Advisornet Financial
Minnesota
$15.6M +$2.02M +24,510 +15%
BFA
129
Blueprint Financial Advisors
North Carolina
$15.6M +$15.5M +188,478 New
LFG
130
Larson Financial Group
Missouri
$15.6M -$311K -3,780 -2%
MW
131
MBL Wealth
North Carolina
$14.9M +$157K +1,912 +1%
SG Americas Securities
132
SG Americas Securities
New York
$14.4M +$2.16M +26,266 +18%
Creative Planning
133
Creative Planning
Kansas
$14.4M -$252K -3,068 -2%
FIA
134
Foundations Investment Advisors
Arizona
$14.3M -$600K -7,301 -4%
MA
135
Montag & Associates
Georgia
$14.3M -$935K -11,366 -6%
TIA
136
Traphagen Investment Advisors
New Jersey
$13.9M -$992K -12,059 -7%
LG
137
Leuthold Group
Minnesota
$13.7M +$3.78M +45,944 +38%
NRI
138
NFP Retirement Inc
California
$13.6M +$1.17M +14,236 +9%
FLPIM
139
F.L. Putnam Investment Management
Massachusetts
$13.3M -$724K -8,800 -5%
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$12.9M +$4.76M +57,901 +59%
BI
141
Ballast Inc
Kentucky
$12.8M +$261K +3,177 +2%
HFS
142
Hughes Financial Services
Virginia
$12.7M -$4.59M -55,777 -27%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$12.6M -$88.6K -1,077 -0.7%
SPIA
144
Steward Partners Investment Advisory
New York
$12.5M +$9.09M +110,554 +270%
AWS
145
Atria Wealth Solutions
New York
$12.4M -$863K -10,497 -7%
Janney Montgomery Scott
146
Janney Montgomery Scott
Pennsylvania
$12.4M +$1.49M +18,065 +14%
IFS
147
Ifrah Financial Services
Arkansas
$12.3M +$320K +3,890 +3%
GWM
148
Geneos Wealth Management
Colorado
$12.2M +$6.71M +81,541 +124%
CISOA
149
Capital Investment Services of America
Wisconsin
$12M -$176K -2,135 -1%
EFG
150
Ethos Financial Group
Pennsylvania
$12M +$1.38M +16,793 +13%

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.