SHV icon

iShares 0-1 Year Treasury Bond ETF

706 hedge funds and large institutions have $9.37B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 249 increasing their positions, 278 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $9.46B → $9.37B (-$89.8M)

10% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 278

Holders
706
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHJWM
226
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.49M
Citigroup
227
Citigroup
New York
$3.44M
AG
228
Ascent Group
Virginia
$3.35M
ATPW
229
Ashton Thomas Private Wealth
Arizona
$3.27M
IPW
230
Impact Partnership Wealth
Georgia
$3.24M
MFG
231
Mainsail Financial Group
Washington
$3.18M
PCP
232
Proficio Capital Partners
Massachusetts
$3.18M
SS
233
SBI Securities
Japan
$3.16M
MSWM
234
Mader & Shannon Wealth Management
Missouri
$3.15M
RWM
235
Ritholtz Wealth Management
New York
$3.09M
CFA
236
Camarda Financial Advisors
Florida
$3.09M
IFWM
237
Institute for Wealth Management
Colorado
$3.08M
KWM
238
Keebeck Wealth Management
Illinois
$3.01M
P
239
&Partners
Tennessee
$2.99M
Mercer Global Advisors
240
Mercer Global Advisors
Colorado
$2.93M
JWCA
241
J.W. Cole Advisors
Florida
$2.91M
PAS
242
Park Avenue Securities
New York
$2.9M
MSA
243
Marino Stram & Associates
Massachusetts
$2.88M
KPWM
244
KDK Private Wealth Management
Texas
$2.77M
CWP
245
Core Wealth Partners
California
$2.77M
HH
246
Hilltop Holdings
Texas
$2.76M
DIM
247
Delta Investment Management
California
$2.75M
SWM
248
Spire Wealth Management
Virginia
$2.74M
GVAG
249
Great Valley Advisor Group
Delaware
$2.74M
SFP
250
Shepherd Financial Partners
Massachusetts
$2.71M