iShares 0-1 Year Treasury Bond ETF
722 hedge funds and large institutions have $9.73B invested in iShares 0-1 Year Treasury Bond ETF in 2026 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 260 increasing their positions, 309 reducing their positions, and 70 closing their positions.
0.9% less ownership
Funds ownership: 47.55% → 46.65% (-0.9%)
2% less capital invested
Capital invested by funds: $9.95B → $9.73B (-$222M)
3% less funds holding
Funds holding: 741 → 722 (-19)
11% less funds holding in top 10
Funds holding in top 10: 73 → 65 (-8)
13% less first-time investments, than exits
New positions opened: 61 | Existing positions closed: 70
16% less repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 309
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $596K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$62M |
| 2 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
+$54.4M |
| 3 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$48.9M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$46.7M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$46.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MW
Marks Wealth
Annapolis,
Maryland
|
-$154M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$103M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$65.1M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$56.6M |
| 5 |
AIFS
A&I Financial Services
Lone Tree,
Colorado
|
-$43.9M |
SHV Hedge Fund Activity: Q2 2026 in Review
722 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2026, worth a combined $9.73B — down 2.2% from $9.95B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of SHV and 61 opened new positions — a net loss of 9 holders — while 309 trimmed existing stakes and 260 added.
The largest buyer was LPL Financial, adding an estimated $62M. The largest seller was Marks Wealth, cutting an estimated $154M.
- 722 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2026, down from 741 in Q1 2026.
- Funds reported $9.73B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2026, down 2.2% quarter-over-quarter.
- 61 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2026 and 70 closed out, a net change of -9 holders.
- The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2026 was LPL Financial, an estimated $62M added.
- The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2026 was Marks Wealth, an estimated $154M sold.
Based on aggregated 13F filings for Q2 2026.