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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
MIA
276
MMBG Investment Advisors
Florida
$2.14M -$551 -5 -0%
CA
277
Clearstead Advisors
Ohio
$2.13M -$1.3M -11,831 -38%
FA
278
Fermata Advisors
California
$2.13M -$50K -453 -2%
APG
279
Abacus Planning Group
South Carolina
$2.11M +$110 +1 +0%
UCFA
280
United Capital Financial Advisors
Texas
$2.11M +$163K +1,475 +8%
HBT
281
Heartland Bank & Trust
Illinois
$2.1M +$117K +1,065 +6%
BWM
282
Birchcreek Wealth Management
Ohio
$2.09M -$50.1K -454 -2%
AL
283
Aspiriant LLC
California
$2.08M -$25.4K -230 -1%
AA
284
Armis Advisers
Georgia
$2.07M +$217K +1,971 +12%
Baird Financial Group
285
Baird Financial Group
Wisconsin
$2.02M +$82.1K +744 +4%
IWA
286
Inspirion Wealth Advisors
Illinois
$2.01M
FFG
287
Foundry Financial Group
New Hampshire
$1.95M -$168K -1,523 -8%
WCP
288
Wick Capital Partners
Pennsylvania
$1.94M -$810K -7,342 -21%
CCFM
289
Clear Creek Financial Management
Washington
$1.94M -$2.94M -26,649 -60%
FMP
290
Financial Management Professionals
Texas
$1.9M +$27.6K +250 +1%
AWA
291
Authentikos Wealth Advisory
California
$1.9M -$27.6K -250 -1%
GA
292
Greenspring Advisors
Maryland
$1.87M +$1.87M +16,923 New
CAL
293
Capital Advisors Ltd
Ohio
$1.87M -$20.4K -185 -1%
LCC
294
Lincoln Capital Corp
Rhode Island
$1.86M +$69.5K +630 +4%
AllianceBernstein
295
AllianceBernstein
Tennessee
$1.84M +$128K +1,161 +7%
PP
296
Patten & Patten
Tennessee
$1.8M +$1.8M +16,322 New
EGM
297
Engineers Gate Manager
New York
$1.78M +$72.1K +654 +4%
CAMG
298
CWA Asset Management Group
Florida
$1.76M +$1.76M +15,958 New
GG
299
GenWealth Group
New Jersey
$1.73M -$38.3K -347 -2%
FHC
300
First Horizon Corporation
Tennessee
$1.73M +$1.72M +15,625 New

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.