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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
PWM
176
Perigon Wealth Management
California
$9.5M -$1.3M -15,845 -12%
SFG
177
SevenBridge Financial Group
Pennsylvania
$9.43M -$3.23M -39,227 -26%
BFG
178
Beacon Financial Group
Texas
$9.24M +$8.21M +99,828 +843%
TF
179
Tompkins Financial
New York
$9.19M +$866K +10,525 +10%
PCP
180
Proficio Capital Partners
Massachusetts
$9.17M +$270K +3,278 +3%
PPWP
181
Premier Path Wealth Partners
New Jersey
$9.14M +$653K +7,945 +8%
SYBT
182
Stock Yards Bank & Trust
Kentucky
$9.07M +$1.92M +23,362 +27%
Jones Financial Companies
183
Jones Financial Companies
Missouri
$9.05M +$2.85M +34,596 +46%
SPWM
184
Spartan Planning & Wealth Management
North Carolina
$9.01M +$8.96M +108,957 New
AA
185
Ancora Advisors
Ohio
$9.01M -$83.9K -1,020 -0.9%
Envestnet Portfolio Solutions
186
Envestnet Portfolio Solutions
Illinois
$8.99M -$9.28M -112,878 -51%
DC
187
Davenport & Co
Virginia
$8.76M -$5.29M -64,329 -38%
JWA
188
JFS Wealth Advisors
Pennsylvania
$8.57M +$478K +5,807 +6%
ACM
189
ADAR1 Capital Management
Texas
$8.55M +$8.5M +103,337 New
PFA
190
Pure Financial Advisors
California
$8.52M +$1.6M +19,483 +23%
WIA
191
World Investment Advisors
California
$8.46M +$180K +2,189 +2%
CF
192
Corebridge Financial
Texas
$8.46M
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$8.45M +$1.88M +22,832 +29%
GWM
194
Graybill Wealth Management
Illinois
$8.41M +$8.36M +101,599 New
AWM
195
Alterna Wealth Management
Texas
$8.33M +$921K +11,202 +13%
MFC
196
Morris Financial Concepts
South Carolina
$8.33M +$331K +4,020 +4%
EAM
197
Everstar Asset Management
North Carolina
$8.29M +$1.03M +12,528 +14%
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$8.25M -$19.8M -240,287 -71%
LA
199
LWM Advisors
California
$8.18M -$8.6M -104,532 Closed
FYW
200
Future You Wealth
New York
$8.08M +$903K +10,982 +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.