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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
Morgan Stanley
1
Morgan Stanley
New York
$2.78B -$72.8M -885,651 -3%
BlackRock
2
BlackRock
New York
$1.35B -$42.7M -519,648 -3%
Bank of America
3
Bank of America
North Carolina
$988M -$275M -3,338,097 -22%
JP Morgan Chase
4
JP Morgan Chase
New York
$945M -$10.2M -124,517 -1%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$847M +$82.9M +1,008,083 +11%
LPL Financial
6
LPL Financial
California
$567M +$34.4M +417,922 +6%
UBS Group
7
UBS Group
Switzerland
$423M -$21.7M -263,656 -5%
Wells Fargo
8
Wells Fargo
California
$420M -$33.6M -408,493 -7%
Raymond James Financial
9
Raymond James Financial
Florida
$419M +$26.6M +323,185 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$353M -$34.5M -419,207 -9%
Ameriprise
11
Ameriprise
Minnesota
$335M +$40.3M +490,469 +14%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$306M -$48.5M -589,430 -14%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$302M -$126M -1,526,390 -29%
PI
14
PineBridge Investments
New York
$298M -$18.5M -224,400 -6%
AssetMark Inc
15
AssetMark Inc
California
$263M -$73.6M -895,268 -22%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$262M -$1.57M -19,123 -0.6%
Truist Financial
17
Truist Financial
North Carolina
$251M +$23.7M +288,507 +11%
Charles Schwab
18
Charles Schwab
California
$229M -$8.08M -98,280 -3%
Cerity Partners
19
Cerity Partners
New York
$204M +$6.07M +73,803 +3%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$110M +$16.6M +201,806 +18%
Citigroup
21
Citigroup
New York
$108M -$14.4M -175,326 -12%
Focus Partners Wealth
22
Focus Partners Wealth
Massachusetts
$107M +$644K +7,827 +0.6%
AP
23
Advisors Preferred
Maryland
$102M +$83.8M +1,019,314 +461%
Renaissance Technologies
24
Renaissance Technologies
New York
$101M +$14.3M +173,600 +16%
Stifel Financial
25
Stifel Financial
Missouri
$97.5M -$1.71M -20,759 -2%

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.