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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
EAM
201
Everstar Asset Management
North Carolina
$8.28M -$23.2K -281 -0.3%
GS
202
GTS Securities
New York
$8.27M +$6.74M +81,640 +450%
MCM
203
MAI Capital Management
Ohio
$8.26M +$1.21M +14,705 +17%
RWM
204
Ritholtz Wealth Management
New York
$8.15M -$1.4M -16,999 -15%
AWM
205
Alterna Wealth Management
Texas
$8.1M -$245K -2,969 -3%
PEA
206
Park Edge Advisors
Ohio
$7.98M +$6.25M +75,696 +367%
CFP
207
Cascade Financial Partners
California
$7.96M +$270K +3,266 +4%
OC
208
Oppenheimer & Co
New York
$7.9M +$647K +7,831 +9%
FFN
209
Focus Financial Network
Minnesota
$7.86M +$259K +3,135 +3%
PWM
210
Perigon Wealth Management
California
$7.83M -$1.68M -20,318 -18%
BWL
211
Beacon Wealthcare LLC
North Carolina
$7.71M +$155K +1,881 +2%
CGA
212
Crescent Grove Advisors
Illinois
$7.71M +$3.31M +40,132 +76%
SFG
213
SevenBridge Financial Group
Pennsylvania
$7.69M -$1.78M -21,542 -19%
AWAU
214
Alliance Wealth Advisors (Utah)
Utah
$7.62M +$5.2M +63,014 +218%
NB
215
NBT Bank
New York
$7.57M +$216K +2,616 +3%
EFM
216
Eley Financial Management
Vermont
$7.52M -$35.3K -427 -0.5%
IFA
217
Independence Financial Advisors
New Hampshire
$7.45M -$372K -4,510 -5%
MA
218
MBA Advisors
Pennsylvania
$7.24M +$2.54M +30,720 +54%
PIMG
219
Patriot Investment Management Group
Tennessee
$7.23M +$138K +1,674 +2%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$7.15M -$1.85M -22,355 -21%
NPT
221
National Philanthropic Trust
Pennsylvania
$7.15M -$251K -3,038 -3%
BCG
222
BayBridge Capital Group
California
$7.12M +$119K +1,442 +2%
PCM
223
Pointe Capital Management
Michigan
$7.1M +$32.4K +392 +0.5%
SYBT
224
Stock Yards Bank & Trust
Kentucky
$7.08M -$2M -24,204 -22%
EP
225
Edgestream Partners
New Jersey
$7.03M +$6.24M +75,638 +826%

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.