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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
AWM
251
Atticus Wealth Management
Florida
$2.81M +$815K +7,388 +41%
SW
252
SVB Wealth
Massachusetts
$2.8M +$938K +8,509 +51%
CWP
253
Core Wealth Partners
California
$2.78M +$10.7K +97 +0.4%
DA
254
Dover Advisors
Virginia
$2.77M +$2.76M +25,028 New
MFG
255
Mainsail Financial Group
Washington
$2.73M -$159K -1,443 -6%
AF
256
Allworth Financial
California
$2.68M -$7.5K -68 -0.3%
TIAM2
257
Tru Independence Asset Management 2
Oregon
$2.65M -$59.6K -540 -2%
ATPW
258
Ashton Thomas Private Wealth
Arizona
$2.6M +$364K +3,304 +16%
FHC
259
First Heartland Consultants
Missouri
$2.53M -$800K -7,250 -24%
SCA
260
Snowden Capital Advisors
New York
$2.5M -$3.97K -36 -0.2%
EFG
261
Ehrlich Financial Group
California
$2.47M +$1.04M +9,414 +73%
HA
262
HFG Advisors
Ohio
$2.44M -$570K -5,167 -19%
PWA
263
Principia Wealth Advisory
Texas
$2.44M -$945K -8,565 -28%
KWM
264
Keebeck Wealth Management
Illinois
$2.41M +$421K +3,821 +21%
William Blair & Company
265
William Blair & Company
Illinois
$2.39M +$409K +3,709 +21%
EFG
266
Ethos Financial Group
Pennsylvania
$2.36M -$149K -1,355 -6%
ERIC
267
Eagle Rock Investment Company
Georgia
$2.32M
PS
268
Principal Securities
Iowa
$2.3M +$55.1K +500 +2%
SAM
269
Strategy Asset Managers
California
$2.29M -$1.08M -9,756 -32%
AWM
270
Axxcess Wealth Management
California
$2.26M -$495K -4,488 -18%
SM
271
Sweeney & Michel
California
$2.23M +$204K +1,852 +10%
TWP
272
Tempus Wealth Planning
California
$2.21M -$798K -7,240 -27%
RIA
273
Realta Investment Advisors
Delaware
$2.2M +$306K +2,776 +16%
GVAG
274
Great Valley Advisor Group
Delaware
$2.19M -$427K -3,873 -16%
AFG
275
Atomi Financial Group
New York
$2.18M +$159K +1,446 +8%

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.