SHV icon

iShares 0-1 Year Treasury Bond ETF

698 hedge funds and large institutions have $9.33B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 246 increasing their positions, 276 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $9.45B → $9.33B (-$122M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 276

Holders
698
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWP
276
Tempus Wealth Planning
California
$2M
AL
277
Aspiriant LLC
California
$1.98M
HA
278
HFG Advisors
Ohio
$1.97M
GG
279
GenWealth Group
New Jersey
$1.96M
FA
280
Fermata Advisors
California
$1.93M
National Bank of Canada
281
National Bank of Canada
Quebec, Canada
$1.93M
CIBC World Market
282
CIBC World Market
Ontario, Canada
$1.92M
IA
283
IFG Advisory
Georgia
$1.91M
SCA
284
Snowden Capital Advisors
New York
$1.9M
TWC
285
TD Waterhouse Canada
Ontario, Canada
$1.9M
LWA
286
Legacy Wealth Advisors
Florida
$1.88M
KA
287
KDT Advisors
New York
$1.86M
VT
288
Vise Technologies
New York
$1.85M
DWM
289
Destination Wealth Management
California
$1.83M
CA
290
Calton & Associates
Florida
$1.82M
AF
291
Allworth Financial
California
$1.81M
HCA
292
Hardworking Capital Advisors
California
$1.8M
FMP
293
Financial Management Professionals
Texas
$1.79M
FFG
294
Fiduciary Financial Group
California
$1.77M
PFS
295
Prospera Financial Services
Texas
$1.76M
AWA
296
Authentikos Wealth Advisory
California
$1.74M
PAS
297
Professional Advisory Services
Florida
$1.72M
BB
298
Bell Bank
North Dakota
$1.71M
RIA
299
Regal Investment Advisors
Michigan
$1.7M
Pathstone Holdings
300
Pathstone Holdings
New Jersey
$1.68M