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iShares 0-1 Year Treasury Bond ETF

713 hedge funds and large institutions have $9.54B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

1% less capital invested

Capital invested by funds: $9.66B → $9.54B (-$113M)

1% less funds holding

Funds holding: 721713 (-8)

1.36% less ownership

Funds ownership: 47.97%46.61% (-1.4%)

21% less funds holding in top 10

Funds holding in top 10: 8567 (-18)

Holders
713
Holders Change
-8
Holders Change %
-1.11%
% of All Funds
9.39%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
0.88%
New
73
Increased
289
Reduced
263
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IHL
226
Investment House LLC
California
$3.84M
IAS
227
Insigneo Advisory Services
Florida
$3.84M +$1.32K +12 +0%
GC
228
Gould Capital
Washington
$3.82M -$14.2K -129 -0.4%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$3.81M -$1.41M -12,795 -27%
PFM
230
Patton Fund Management
Texas
$3.68M -$190K -1,723 -5%
CHJWM
231
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.62M -$466K -4,229 -11%
CA
232
Clearstead Advisors
Ohio
$3.44M +$53.8K +488 +2%
AWS
233
Atria Wealth Solutions
New York
$3.41M -$6.07M -55,082 -64%
PWA
234
Principia Wealth Advisory
Texas
$3.38M -$183K -1,662 -5%
SAM
235
Strategy Asset Managers
California
$3.37M +$288K +2,615 +9%
Lido Advisors
236
Lido Advisors
California
$3.37M +$2.92M +26,524 +667%
BWP
237
Burling Wealth Partners
Illinois
$3.34M +$3.33M +30,207 New
FHC
238
First Heartland Consultants
Missouri
$3.33M +$791K +7,171 +31%
BL
239
Balentine LLC
Georgia
$3.28M
PPWP
240
Premier Path Wealth Partners
New Jersey
$3.27M +$31.3K +284 +1%
AG
241
Ascent Group
Virginia
$3.25M +$655K +5,944 +25%
FA
242
Fiduciary Alliance
South Carolina
$3.21M -$53.4K -484 -2%
SKK
243
Shepherd Kaplan Krochuk
Massachusetts
$3.19M -$102K -922 -3%
BWM
244
Bosman Wealth Management
California
$3.15M +$3.14M +28,499 New
AWMM
245
Aegis Wealth Management (Maryland)
Maryland
$3.14M
MAM
246
Milestone Asset Management
Pennsylvania
$3.12M +$75.7K +687 +2%
GLA
247
Good Life Advisors
Pennsylvania
$3.09M -$3.31K -30 -0.1%
TC
248
Trilogy Capital
California
$3.07M +$309K +2,799 +11%
E3F
249
Eight 31 Financial
Texas
$3.07M +$59.3K +538 +2%
KFA
250
Kelleher Financial Advisors
New York
$3.02M +$674K +6,109 +29%

SHV Hedge Fund Activity: Q2 2025 in Review

713 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2025, worth a combined $9.54B — down 1.2% from $9.66B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SHV positions and 67 closed out — a net gain of 6 holders — while 289 added to existing stakes and 263 trimmed.

The largest buyer was Mariner, adding an estimated $86.4M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 713 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2025, down from 721 in Q1 2025.
  • Funds reported $9.54B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 73 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2025 and 67 closed out, a net change of +6 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2025 was Mariner, an estimated $86.4M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2025 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2025.