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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
SM
301
Sweeney & Michel
California
$2.02M +$1.12M +10,165 +124%
AFG
302
Atomi Financial Group
New York
$2.02M -$103K -934 -5%
VCM
303
Virtue Capital Management
Tennessee
$2.01M -$1.6M -14,473 -44%
IWA
304
Inspirion Wealth Advisors
Illinois
$2.01M
IAS
305
IMA Advisory Services
Colorado
$2.01M -$644K -5,845 -24%
AWM
306
Atticus Wealth Management
Florida
$1.99M +$5.84K +53 +0.3%
KWM
307
Keebeck Wealth Management
Illinois
$1.99M +$860K +7,796 +76%
William Blair & Company
308
William Blair & Company
Illinois
$1.98M +$13.6K +123 +0.7%
HBT
309
Heartland Bank & Trust
Illinois
$1.98M -$542K -4,919 -22%
VT
310
Vise Technologies
New York
$1.96M +$1.96M +17,782 New
UCFA
311
United Capital Financial Advisors
Texas
$1.94M +$3.31K +30 +0.2%
Baird Financial Group
312
Baird Financial Group
Wisconsin
$1.94M +$720K +6,533 +59%
AWAG
313
ARS Wealth Advisors Group
Florida
$1.93M -$5.4K -49 -0.3%
AWA
314
Authentikos Wealth Advisory
California
$1.92M +$970K +8,801 +102%
RIA
315
Realta Investment Advisors
Delaware
$1.89M +$268K +2,428 +17%
BB
316
Bell Bank
North Dakota
$1.89M +$1.89M +17,098 New
CAL
317
Capital Advisors Ltd
Ohio
$1.89M -$1.03M -9,326 -35%
FMP
318
Financial Management Professionals
Texas
$1.87M +$165K +1,500 +10%
SW
319
SVB Wealth
Massachusetts
$1.86M +$1.85M +16,817 New
AA
320
Armis Advisers
Georgia
$1.85M +$367K +3,332 +25%
OIA
321
OneDigital Investment Advisors
Kansas
$1.83M -$640K -5,808 -26%
P
322
&Partners
Tennessee
$1.8M +$627K +5,684 +53%
TPBG
323
Turning Point Benefit Group
Maryland
$1.8M -$73.5K -667 -4%
LCC
324
Lincoln Capital Corp
Rhode Island
$1.79M +$42.8K +388 +2%
GG
325
GenWealth Group
New Jersey
$1.77M +$11.9K +108 +0.7%

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.