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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
HA
251
HFG Advisors
Ohio
$3.01M +$402K +3,649 +15%
CF
252
Copperwynd Financial
Arizona
$3.01M +$169K +1,530 +6%
TWP
253
Tempus Wealth Planning
California
$3M +$1.19M +10,792 +66%
EH
254
Equitable Holdings
New York
$2.99M +$589K +5,342 +25%
SC
255
Sierra Capital
Florida
$2.98M -$8.4M -76,152 -74%
IPW
256
Impact Partnership Wealth
Georgia
$2.98M +$482K +4,374 +19%
MSA
257
Marino Stram & Associates
Massachusetts
$2.91M +$570K +5,171 +24%
MFG
258
Mainsail Financial Group
Washington
$2.89M +$2.89M +26,177 New
KPWM
259
KDK Private Wealth Management
Texas
$2.87M -$82.5K -748 -3%
FHA
260
First Horizon Advisors
Tennessee
$2.84M +$261K +2,368 +10%
PFPT
261
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.81M +$503K +4,566 +22%
WFS
262
Walker Financial Services
Kentucky
$2.79M +$2.78M +25,238 New
CAS
263
Coppell Advisory Solutions
Texas
$2.78M +$2.58M +23,409 +1,358%
CWP
264
Core Wealth Partners
California
$2.76M +$52.2K +473 +2%
AWM
265
Axxcess Wealth Management
California
$2.75M +$89.8K +814 +3%
JWCA
266
J.W. Cole Advisors
Florida
$2.74M +$227K +2,058 +9%
LFASL
267
Lugano Financial Advisors SA (LFA)
Switzerland
$2.73M +$270K +2,451 +11%
TIAM2
268
Tru Independence Asset Management 2
Oregon
$2.71M +$84.7K +768 +3%
AF
269
Allworth Financial
California
$2.68M -$119K -1,081 -4%
AIP
270
Alexis Investment Partners
Texas
$2.67M -$1.19M -10,818 -31%
AA
271
Argent Advisors
Louisiana
$2.67M +$404K +3,660 +18%
IA
272
IFP Advisors
Florida
$2.66M -$16.4M -148,821 -86%
MMA
273
Miracle Mile Advisors
California
$2.63M -$673K -6,100 -20%
GVAG
274
Great Valley Advisor Group
Delaware
$2.62M +$275K +2,492 +12%
EFG
275
Ethos Financial Group
Pennsylvania
$2.51M -$70.3K -638 -3%

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.