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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
SCA
276
Snowden Capital Advisors
New York
$2.5M +$146K +1,323 +6%
AI
277
Arrien Investments
Idaho
$2.49M -$1.25M -11,336 -33%
WCP
278
Wick Capital Partners
Pennsylvania
$2.44M +$1.61M +14,623 +72%
Millennium Management
279
Millennium Management
New York
$2.43M -$59.9M -543,097 -96%
IMA
280
Investment Management Associates
Colorado
$2.42M -$1.7M -15,383 -41%
FFM
281
Forum Financial Management
Illinois
$2.4M +$73.9K +670 +3%
ERIC
282
Eagle Rock Investment Company
Georgia
$2.32M
OAS
283
Optivise Advisory Services
Tennessee
$2.29M +$36.9K +335 +2%
PS
284
Principal Securities
Iowa
$2.24M -$466K -4,230 -17%
ATPW
285
Ashton Thomas Private Wealth
Arizona
$2.23M +$458K +4,150 +26%
CBT
286
Central Bank & Trust
Kentucky
$2.19M +$1.27M +11,558 +140%
SFP
287
Shepherd Financial Partners
Massachusetts
$2.18M -$70.5K -639 -3%
FA
288
Fermata Advisors
California
$2.17M -$4.74K -43 -0.2%
RF
289
Rossby Financial
Florida
$2.17M -$1.95M -17,674 -47%
HWM
290
HB Wealth Management
Georgia
$2.15M -$427K -3,871 -17%
MIA
291
MMBG Investment Advisors
Florida
$2.14M +$185K +1,680 +9%
BWM
292
Birchcreek Wealth Management
Ohio
$2.14M -$175K -1,586 -8%
FFG
293
Foundry Financial Group
New Hampshire
$2.12M +$269K +2,439 +15%
APG
294
Abacus Planning Group
South Carolina
$2.11M +$221 +2 +0%
AL
295
Aspiriant LLC
California
$2.1M -$73.1K -663 -3%
National Bank of Canada
296
National Bank of Canada
Quebec, Canada
$2.1M +$1.78M +16,175 +572%
IIA
297
IPG Investment Advisors
California
$2.09M +$340K +3,080 +19%
AFC
298
AFT Forsyth & Company
Florida
$2.07M +$1.47M +13,309 +244%
BB
299
Berkshire Bank
Massachusetts
$2.06M +$77.2K +700 +4%
BB
300
Burford Brothers
Texas
$2.06M +$1.15M +10,393 +126%

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.