We are live on ! Find out more
SHY icon

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
Allspring Global Investments
126
Allspring Global Investments
North Carolina
$17M
KWM
127
Kingsview Wealth Management
Oregon
$16.6M +$408K +4,946 +3%
I
128
INVST
Indiana
$16.2M +$15.4M +185,947 +1,927%
BI
129
Ballast Inc
Kentucky
$16.1M +$3.32M +40,240 +26%
PDL
130
Portfolio Design Labs
California
$15.6M +$15.5M +188,265 New
Jane Street
131
Jane Street
New York
$15.4M +$9.52M +115,304 +163%
BPC
132
Bearing Point Capital
Minnesota
$15M +$8.41M +101,885 +128%
BCI
133
Brinker Capital Investments
Pennsylvania
$15M -$6.78M -82,099 -31%
AA
134
Acorns Advisers
California
$14.9M -$2.28M -27,571 -13%
MW
135
MBL Wealth
North Carolina
$14.7M -$153K -1,854 -1%
MSCM
136
McElhenny Sheffield Capital Management
Texas
$14.7M +$14.6M +176,949 New
EFG
137
Ethos Financial Group
Pennsylvania
$14.2M +$2.2M +26,671 +18%
TIA
138
Traphagen Investment Advisors
New Jersey
$14.1M +$192K +2,321 +1%
MA
139
Montag & Associates
Georgia
$14.1M -$256K -3,106 -2%
Creative Planning
140
Creative Planning
Kansas
$13.7M -$658K -7,969 -5%
LG
141
Leuthold Group
Minnesota
$13.7M -$7.26K -88 -0.1%
PC
142
Permanens Capital
New York
$13.7M +$13.4M +161,960 +4,422%
NRI
143
NFP Retirement Inc
California
$13.3M -$303K -3,666 -2%
KC
144
Kadensa Capital
Hong Kong
$13.3M +$13.2M +160,150 New
LHWM
145
Lake Hills Wealth Management
Texas
$13M -$4.96M -60,085 -28%
FLPIM
146
F.L. Putnam Investment Management
Massachusetts
$12.9M -$425K -5,150 -3%
SOS
147
Silver Oak Securities
Tennessee
$12.7M +$6.19M +74,972 +96%
Jones Financial Companies
148
Jones Financial Companies
Missouri
$12.6M +$3.54M +42,883 +39%
HFS
149
Hughes Financial Services
Virginia
$12.6M -$177K -2,140 -1%
TFA
150
Transamerica Financial Advisors
Florida
$12.3M +$9.42M +114,054 +326%

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.