We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF

684 hedge funds and large institutions have $9.47B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 241 increasing their positions, 302 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $9.54B → $9.47B (-$77.8M)

0.96% less ownership

Funds ownership: 46.61%45.65% (-0.96%)

4% less funds holding

Funds holding: 713684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 6761 (-6)

20% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 302

21% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 66

Holders
684
Holders Change
-29
Holders Change %
-4.07%
% of All Funds
8.98%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
0.8%
New
52
Increased
241
Reduced
302
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
226
Fiduciary Alliance
South Carolina
$3.39M +$183K +1,659 +6%
FFM
227
Forum Financial Management
Illinois
$3.38M +$980K +8,890 +41%
P
228
&Partners
Tennessee
$3.37M +$1.31M +11,909 +73%
CW
229
CreativeOne Wealth
Kansas
$3.36M -$617K -5,593 -16%
AIP
230
Alexis Investment Partners
Texas
$3.35M +$675K +6,123 +25%
KA
231
KDT Advisors
New York
$3.34M +$3.33M +30,213 New
MSA
232
Marino Stram & Associates
Massachusetts
$3.31M +$406K +3,685 +14%
MAM
233
Milestone Asset Management
Pennsylvania
$3.25M +$125K +1,131 +4%
CFA
234
Camarda Financial Advisors
Florida
$3.23M -$1.2M -10,874 -27%
AA
235
Argent Advisors
Louisiana
$3.22M +$549K +4,982 +21%
SLWA
236
San Luis Wealth Advisors
California
$3.17M -$967K -8,767 -23%
AI
237
AXS Investments
New York
$3.16M +$1.65M +14,949 +109%
Corient Private Wealth
238
Corient Private Wealth
Florida
$3.15M +$1.61M +14,571 +105%
MSWM
239
Mader & Shannon Wealth Management
Missouri
$3.15M -$6.96M -63,146 -69%
PCIA
240
Prime Capital Investment Advisors
Kansas
$3.05M -$7.62M -69,109 -71%
JWCA
241
J.W. Cole Advisors
Florida
$3.04M +$303K +2,748 +11%
MMA
242
Miracle Mile Advisors
California
$3.03M +$396K +3,588 +15%
SKK
243
Shepherd Kaplan Krochuk
Massachusetts
$3.01M -$184K -1,667 -6%
RWM
244
Ritholtz Wealth Management
New York
$2.99M -$1.19M -10,746 -28%
DIM
245
Delta Investment Management
California
$2.94M -$12.7M -115,153 -81%
PAS
246
Professional Advisory Services
Florida
$2.94M +$2.93M +26,580 New
BWM
247
Bosman Wealth Management
California
$2.91M -$241K -2,186 -8%
IPW
248
Impact Partnership Wealth
Georgia
$2.9M -$80K -725 -3%
KPWM
249
KDK Private Wealth Management
Texas
$2.84M -$26.6K -241 -0.9%
IMA
250
Investment Management Associates
Colorado
$2.83M +$410K +3,721 +17%

SHV Hedge Fund Activity: Q3 2025 in Review

684 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2025, worth a combined $9.47B — down 0.82% from $9.54B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SHV and 52 opened new positions — a net loss of 14 holders — while 302 trimmed existing stakes and 241 added.

The largest buyer was BlackRock, adding an estimated $260M. The largest seller was Mariner, cutting an estimated $79.8M.

  • 684 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2025, down from 713 in Q2 2025.
  • Funds reported $9.47B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2025, down 0.82% quarter-over-quarter.
  • 52 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2025 and 66 closed out, a net change of -14 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2025 was BlackRock, an estimated $260M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2025 was Mariner, an estimated $79.8M sold.

Based on aggregated 13F filings for Q3 2025.