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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
VHAM
201
Van Hulzen Asset Management
California
$8M +$8.88K +108 +0.1%
EL
202
EQ LLC
Washington
$7.85M +$2.81M +34,172 +56%
SP
203
Symmetry Partners
Connecticut
$7.85M +$430K +5,223 +6%
IFA
204
Independence Financial Advisors
New Hampshire
$7.81M +$7.76M +94,421 New
CWM
205
Cabot Wealth Management
Massachusetts
$7.74M +$2.77M +33,677 +56%
CFP
206
Cascade Financial Partners
California
$7.67M +$1.64M +19,975 +27%
MA
207
Mutual Advisors
Nebraska
$7.63M +$172K +2,088 +2%
FFN
208
Focus Financial Network
Minnesota
$7.59M -$60.2K -732 -0.8%
BWL
209
Beacon Wealthcare LLC
North Carolina
$7.54M +$126K +1,538 +2%
EFM
210
Eley Financial Management
Vermont
$7.52M -$39.3K -478 -0.5%
CA
211
Clearstead Advisors
Ohio
$7.47M -$1.03M -12,534 -12%
SR
212
Syntax Research
Florida
$7.39M +$669K +8,140 +10%
NPT
213
National Philanthropic Trust
Pennsylvania
$7.39M -$1.35M -16,435 -16%
AAS
214
Avantax Advisory Services
Texas
$7.38M -$849K -10,320 -10%
SA
215
Sanctuary Advisors
Indiana
$7.36M +$155K +1,888 +2%
NB
216
NBT Bank
New York
$7.34M -$245K -2,982 -3%
OC
217
Oppenheimer & Co
New York
$7.24M -$808K -9,822 -10%
PIMG
218
Patriot Investment Management Group
Tennessee
$7.08M +$32.8K +399 +0.5%
PCM
219
Pointe Capital Management
Michigan
$7.06M +$229K +2,789 +3%
TRCT
220
Tower Research Capital (TRC)
New York
$7.04M +$7M +85,132 New
MCM
221
MAI Capital Management
Ohio
$7.03M -$198K -2,408 -3%
BCG
222
BayBridge Capital Group
California
$6.99M +$363K +4,419 +6%
TWC
223
TD Waterhouse Canada
Ontario, Canada
$6.98M -$958K -11,655 -12%
ISWM
224
Independent Solutions Wealth Management
New York
$6.97M +$76.5K +930 +1%
DW
225
Durante & Waters
New York
$6.96M -$249K -3,029 -3%

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.