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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
BAM
176
Broyhill Asset Management
North Carolina
$9.84M -$1.26M -15,302 -11%
Mirae Asset Global Investments
177
Mirae Asset Global Investments
South Korea
$9.79M -$981K -11,880 -9%
SMFG
178
Sumitomo Mitsui Financial Group
Japan
$9.78M +$83.1K +1,006 +0.9%
TIAA Trust, National Association
179
TIAA Trust, National Association
North Carolina
$9.64M -$2.34M -28,293 -20%
BCM
180
Brookstone Capital Management
Illinois
$9.59M -$295K -3,573 -3%
BIP
181
Blueprint Investment Partners
North Carolina
$9.53M -$28M -338,949 -75%
PPWP
182
Premier Path Wealth Partners
New Jersey
$9.44M +$285K +3,452 +3%
EC
183
Estate Counselors
Wisconsin
$9.32M +$9.28M +112,460 New
National Bank of Canada
184
National Bank of Canada
Quebec, Canada
$9.25M +$783K +9,485 +9%
WIA
185
World Investment Advisors
California
$9.03M +$554K +6,706 +7%
BFG
186
Beacon Financial Group
Texas
$9M -$255K -3,090 -3%
FYW
187
Future You Wealth
New York
$8.85M +$761K +9,221 +9%
DSAM
188
Dock Street Asset Management
Florida
$8.85M -$817K -9,898 -8%
MFC
189
Morris Financial Concepts
South Carolina
$8.81M +$470K +5,698 +6%
TWC
190
TD Waterhouse Canada
Ontario, Canada
$8.78M +$1.8M +21,753 +26%
JWA
191
JFS Wealth Advisors
Pennsylvania
$8.75M +$172K +2,078 +2%
AA
192
Ancora Advisors
Ohio
$8.75M -$270K -3,267 -3%
CWM
193
Cabot Wealth Management
Massachusetts
$8.74M +$979K +11,853 +13%
PCIG
194
Partners Capital Investment Group
Massachusetts
$8.67M -$20.1M -244,038 -70%
DC
195
Davenport & Co
Virginia
$8.62M -$154K -1,869 -2%
LA
196
LWM Advisors
California
$8.46M
MA
197
Mutual Advisors
Nebraska
$8.42M +$817K +9,891 +11%
GWM
198
Graybill Wealth Management
Illinois
$8.41M -$6.36K -77 -0.1%
PFA
199
Pure Financial Advisors
California
$8.41M -$127K -1,538 -1%
SP
200
Symmetry Partners
Connecticut
$8.34M +$481K +5,822 +6%

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.