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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
IFS
151
Ifrah Financial Services
Arkansas
$12.3M +$9.16K +111 +0.1%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$12.3M -$282K -3,419 -2%
Members Trust
153
Members Trust
Florida
$12.3M -$30.3M -367,283 -71%
SPIA
154
Steward Partners Investment Advisory
New York
$12.1M -$428K -5,181 -3%
VAG
155
VisionPoint Advisory Group
Texas
$12.1M +$319K +3,861 +3%
CISOA
156
Capital Investment Services of America
Wisconsin
$12M +$4.21K +51 +0%
EH
157
Equitable Holdings
New York
$11.9M +$2.29M +27,690 +24%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$11.8M -$576K -6,975 -5%
SW
159
StrongBox Wealth
Missouri
$11.8M +$761K +9,217 +7%
VWM
160
Vigilare Wealth Management
Arizona
$11.7M +$5.7M +69,081 +96%
CC
161
Criteria Caixa
Spain
$11.6M +$165M +2,000,000 New
TBC
162
Ted Buchan & Co
California
$11.3M -$57.4K -695 -0.5%
AA
163
Argent Advisors
Louisiana
$11.3M -$20.9K -253 -0.2%
SL
164
Salomon & Ludwin
Virginia
$11.1M +$1.12M +13,622 +11%
CNB
165
Camden National Bank
Maine
$11M +$609K +7,374 +6%
NA
166
NewEdge Advisors
Louisiana
$10.9M +$75.6K +916 +0.7%
WPIC
167
White Pine Investment Company
Michigan
$10.9M +$458K +5,543 +4%
FFA
168
Farther Finance Advisors
California
$10.8M +$1.13M +13,659 +12%
SA
169
Sanctuary Advisors
Indiana
$10.5M +$3.12M +37,827 +43%
NWAG
170
Net Worth Advisory Group
Utah
$10.4M -$125K -1,512 -1%
JIR
171
James Investment Research
Ohio
$10.4M -$164K -1,987 -2%
1832 Asset Management
172
1832 Asset Management
Ontario, Canada
$10.4M +$177K +2,148 +2%
FAT
173
First American Trust
California
$10M +$10M +121,205 New
DIP
174
DT Investment Partners
Pennsylvania
$10M +$443K +5,362 +5%
TF
175
Tompkins Financial
New York
$9.99M +$782K +9,473 +9%

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.