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iShares 0-1 Year Treasury Bond ETF

721 hedge funds and large institutions have $9.66B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 268 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 6885 (+17)

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

6% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 268

2% more capital invested

Capital invested by funds: $9.49B → $9.66B (+$162M)

0.24% less ownership

Funds ownership: 48.21%47.97% (-0.24%)

0% less funds holding

Funds holding: 723721 (-2)

Holders
721
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
9.67%
Holding in Top 10
85
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25%
% of All Funds
1.14%
New
90
Increased
283
Reduced
268
Closed
77
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ETC
226
Exchange Traded Concepts
Oklahoma
$3.77M +$3.77M +34,173 New
KeyBank National Association
227
KeyBank National Association
Ohio
$3.76M -$380K -3,444 -9%
CSP
228
Cary Street Partners
Virginia
$3.76M +$232K +2,100 +7%
AI
229
Arrien Investments
Idaho
$3.74M +$744K +6,746 +25%
CFO
230
CVA Family Office
Colorado
$3.71M +$921K +8,353 +33%
GS
231
GWN Securities
Florida
$3.7M +$1.54M +13,960 +71%
MOS
232
MGO One Seven
Ohio
$3.69M +$47.9K +434 +1%
SS
233
SBI Securities
Japan
$3.68M -$881K -7,991 -19%
SLWA
234
San Luis Wealth Advisors
California
$3.65M +$1.14M +10,323 +46%
BL
235
BFSG LLC
California
$3.64M +$706K +6,397 +24%
VCM
236
Virtue Capital Management
Tennessee
$3.61M +$1.48M +13,453 +70%
PWA
237
Principia Wealth Advisory
Texas
$3.56M +$658K +5,964 +23%
CA
238
Clearstead Advisors
Ohio
$3.39M -$2.41M -21,868 -42%
MMA
239
Miracle Mile Advisors
California
$3.31M +$1.14M +10,293 +52%
SKK
240
Shepherd Kaplan Krochuk
Massachusetts
$3.29M -$5.36M -48,634 -62%
BL
241
Balentine LLC
Georgia
$3.28M
FA
242
Fiduciary Alliance
South Carolina
$3.26M -$52.7K -478 -2%
PPWP
243
Premier Path Wealth Partners
New Jersey
$3.24M +$220K +1,994 +7%
SG
244
StoneX Group
New York
$3.2M +$2M +18,115 +167%
ARC
245
Advisor Resource Council
Texas
$3.17M +$3.17M +28,702 New
AWMM
246
Aegis Wealth Management (Maryland)
Maryland
$3.14M +$3.14M +28,460 New
GLA
247
Good Life Advisors
Pennsylvania
$3.09M +$250K +2,268 +9%
SAM
248
Strategy Asset Managers
California
$3.08M +$734K +6,658 +31%
MAM
249
Milestone Asset Management
Pennsylvania
$3.05M +$24.8K +225 +0.8%
E3F
250
Eight 31 Financial
Texas
$3.01M -$36.2M -328,650 -92%

SHV Hedge Fund Activity: Q1 2025 in Review

721 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2025, worth a combined $9.66B — up 1.7% from $9.49B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SHV positions and 77 closed out — a net gain of 13 holders — while 283 added to existing stakes and 268 trimmed.

The largest buyer was BlackRock, adding an estimated $268M. The largest seller was Fidelity Investments, cutting an estimated $412M.

  • 721 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2025, down from 723 in Q4 2024.
  • Funds reported $9.66B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2025, up 1.7% quarter-over-quarter.
  • 90 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2025 and 77 closed out, a net change of +13 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2025 was BlackRock, an estimated $268M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2025 was Fidelity Investments, an estimated $412M sold.

Based on aggregated 13F filings for Q1 2025.