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iShares 1-3 Year Treasury Bond ETF

1,155 hedge funds and large institutions have $19.5B invested in iShares 1-3 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 436 increasing their positions, 449 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more call options, than puts

Call options by funds: $20.1M | Put options by funds: $17.6M

3.12% more ownership

Funds ownership: 78.13%81.25% (+3.1%)

4% more capital invested

Capital invested by funds: $18.7B → $19.5B (+$756M)

3% less repeat investments, than reductions

Existing positions increased: 436 | Existing positions reduced: 449

4% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 98

2% less funds holding

Funds holding: 1,1811,155 (-26)

11% less funds holding in top 10

Funds holding in top 10: 8172 (-9)

Holders
1,155
Holders Change
-26
Holders Change %
-2.2%
% of All Funds
15.16%
Holding in Top 10
72
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-11.11%
% of All Funds
0.95%
New
94
Increased
436
Reduced
449
Closed
98
Calls
$20.1M
Puts
$17.6M
Net Calls
+$2.51M
Net Calls Change
+$3.81M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.79B +$241M +2,912,888 +9%
BlackRock
2
BlackRock
New York
$1.65B +$277M +3,349,285 +20%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.41B +$520M +6,281,496 +58%
Bank of America
4
Bank of America
North Carolina
$974M +$11M +133,178 +1%
JP Morgan Chase
5
JP Morgan Chase
New York
$841M -$64.4M -778,721 -7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$556M +$22.6M +272,758 +4%
LPL Financial
7
LPL Financial
California
$549M -$16.7M -201,738 -3%
Wells Fargo
8
Wells Fargo
California
$429M +$11.9M +143,446 +3%
MMA
9
Mizuho Markets Americas
New York
$415M +$200M +2,414,144 +93%
UBS Group
10
UBS Group
Switzerland
$406M -$30.1M -364,383 -7%
Ameriprise
11
Ameriprise
Minnesota
$388M +$21.3M +257,934 +6%
Raymond James Financial
12
Raymond James Financial
Florida
$357M +$8.54M +103,291 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$328M -$27.6M -334,254 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$311M -$4.77M -57,668 -2%
PI
15
PineBridge Investments
New York
$295M +$15.7M +190,000 +6%
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$286M -$8.22M -99,442 -3%
Truist Financial
17
Truist Financial
North Carolina
$220M -$1.31M -15,795 -0.6%
Cerity Partners
18
Cerity Partners
New York
$217M +$8.77M +106,083 +4%
AssetMark Inc
19
AssetMark Inc
California
$167M -$421M -5,090,431 -72%
AG
20
AIA Group
Hong Kong
$147M +$30.2M +364,645 +26%
SPIA
21
Steward Partners Investment Advisory
New York
$147M +$135M +1,628,901 +1,114%
Barclays
22
Barclays
United Kingdom
$125M +$63.1M +762,773 +103%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$117M +$3.97M +47,976 +4%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$116M +$120K +1,453 +0.1%
Citigroup
25
Citigroup
New York
$109M +$6.12M +73,972 +6%

SHY Hedge Fund Activity: Q3 2025 in Review

1,155 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 1-3 Year Treasury Bond ETF (SHY) for Q3 2025, worth a combined $19.5B — up 4% from $18.7B a quarter earlier.

Sellers outnumbered buyers: 98 funds closed out of SHY and 94 opened new positions — a net loss of 4 holders — while 449 trimmed existing stakes and 436 added.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $520M. The largest seller was AssetMark Inc, cutting an estimated $421M.

  • 1,155 institutional investors held iShares 1-3 Year Treasury Bond ETF (SHY) as of Q3 2025, down from 1,181 in Q2 2025.
  • Funds reported $19.5B of iShares 1-3 Year Treasury Bond ETF stock for Q3 2025, up 4% quarter-over-quarter.
  • 94 funds opened new iShares 1-3 Year Treasury Bond ETF positions in Q3 2025 and 98 closed out, a net change of -4 holders.
  • The largest iShares 1-3 Year Treasury Bond ETF buyer in Q3 2025 was CAPTRUST Financial Advisors, an estimated $520M added.
  • The largest iShares 1-3 Year Treasury Bond ETF seller in Q3 2025 was AssetMark Inc, an estimated $421M sold.

Based on aggregated 13F filings for Q3 2025.