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iShares 0-1 Year Treasury Bond ETF

721 hedge funds and large institutions have $9.66B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 268 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 6885 (+17)

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

6% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 268

2% more capital invested

Capital invested by funds: $9.49B → $9.66B (+$162M)

0.24% less ownership

Funds ownership: 48.21%47.97% (-0.24%)

0% less funds holding

Funds holding: 723721 (-2)

Holders
721
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
9.67%
Holding in Top 10
85
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25%
% of All Funds
1.14%
New
90
Increased
283
Reduced
268
Closed
77
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFASL
276
Lugano Financial Advisors SA (LFA)
Switzerland
$2.48M -$1.09M -9,857 -31%
OIA
277
OneDigital Investment Advisors
Kansas
$2.47M -$440K -3,986 -15%
FCA
278
FLC Capital Advisors
California
$2.46M +$172K +1,555 +8%
AWM
279
AE Wealth Management
Kansas
$2.45M -$2.99M -27,088 -55%
AIM
280
Astor Investment Management
Illinois
$2.41M -$171K -1,549 -7%
EH
281
Equitable Holdings
New York
$2.4M -$684K -6,203 -22%
FPAS
282
Focus Partners Advisor Solutions
Missouri
$2.39M -$217K -1,965 -8%
SCA
283
Snowden Capital Advisors
New York
$2.36M -$93K -843 -4%
KFA
284
Kelleher Financial Advisors
New York
$2.35M +$2.34M +21,247 New
GVAG
285
Great Valley Advisor Group
Delaware
$2.35M -$519K -4,709 -18%
MSA
286
Marino Stram & Associates
Massachusetts
$2.34M -$385K -3,495 -14%
FFM
287
Forum Financial Management
Illinois
$2.33M -$1.12M -10,116 -32%
AAS
288
Ameritas Advisory Services
Nebraska
$2.32M +$529K +4,793 +30%
ERIC
289
Eagle Rock Investment Company
Georgia
$2.32M
BWM
290
Birchcreek Wealth Management
Ohio
$2.32M -$122K -1,106 -5%
PFPT
291
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.3M -$720K -6,526 -24%
AA
292
Argent Advisors
Louisiana
$2.26M +$156K +1,413 +7%
OAS
293
Optivise Advisory Services
Tennessee
$2.26M -$13.6K -123 -0.6%
SFP
294
Shepherd Financial Partners
Massachusetts
$2.25M -$249K -2,256 -10%
WCP
295
Wick Capital Partners
Pennsylvania
$2.23M +$232K +2,108 +12%
TWC
296
TD Waterhouse Canada
Ontario, Canada
$2.23M +$1.35M +12,277 +154%
FA
297
Fermata Advisors
California
$2.18M -$395K -3,583 -15%
AL
298
Aspiriant LLC
California
$2.18M +$48K +435 +2%
AFG
299
Atomi Financial Group
New York
$2.12M +$65.6K +595 +3%
AA
300
Advisory Alpha
Michigan
$2.12M +$218K +1,973 +11%

SHV Hedge Fund Activity: Q1 2025 in Review

721 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2025, worth a combined $9.66B — up 1.7% from $9.49B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SHV positions and 77 closed out — a net gain of 13 holders — while 283 added to existing stakes and 268 trimmed.

The largest buyer was BlackRock, adding an estimated $268M. The largest seller was Fidelity Investments, cutting an estimated $412M.

  • 721 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2025, down from 723 in Q4 2024.
  • Funds reported $9.66B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2025, up 1.7% quarter-over-quarter.
  • 90 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2025 and 77 closed out, a net change of +13 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2025 was BlackRock, an estimated $268M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2025 was Fidelity Investments, an estimated $412M sold.

Based on aggregated 13F filings for Q1 2025.