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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
Morgan Stanley
1
Morgan Stanley
New York
$2.55B -$236M -2,862,624 -9%
BlackRock
2
BlackRock
New York
$1.37B +$21.5M +260,455 +2%
Bank of America
3
Bank of America
North Carolina
$962M -$27.9M -337,784 -3%
JP Morgan Chase
4
JP Morgan Chase
New York
$905M -$41.2M -499,313 -4%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$890M +$41.5M +502,122 +5%
AssetMark Inc
6
AssetMark Inc
California
$588M +$323M +3,917,307 +123%
LPL Financial
7
LPL Financial
California
$565M -$3.07M -37,154 -0.5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$533M +$226M +2,734,684 +74%
UBS Group
9
UBS Group
Switzerland
$436M +$11.9M +143,652 +3%
Wells Fargo
10
Wells Fargo
California
$416M -$4.1M -49,619 -1%
Ameriprise
11
Ameriprise
Minnesota
$373M +$31.5M +380,980 +9%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$356M +$2.58M +31,215 +0.7%
Raymond James Financial
13
Raymond James Financial
Florida
$348M -$72M -872,308 -17%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$315M +$53.1M +643,576 +20%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$294M -$8.89M -107,644 -3%
PI
16
PineBridge Investments
New York
$279M -$19.1M -231,600 -6%
Truist Financial
17
Truist Financial
North Carolina
$221M -$30.4M -368,463 -12%
MMA
18
Mizuho Markets Americas
New York
$214M +$185M +2,243,457 +655%
Cerity Partners
19
Cerity Partners
New York
$208M +$3.28M +39,744 +2%
AG
20
AIA Group
Hong Kong
$117M +$60.8M +736,610 +109%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$116M +$115M +1,394,410 +17,655%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$113M +$3.04M +36,788 +3%
Goldman Sachs
23
Goldman Sachs
New York
$112M +$40.8M +494,007 +57%
Charles Schwab
24
Charles Schwab
California
$108M -$121M -1,462,737 -53%
Stifel Financial
25
Stifel Financial
Missouri
$107M +$9.3M +112,706 +10%

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.