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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
BB
301
Bell Bank
North Dakota
$1.71M -$177K -1,601 -9%
CBT
302
Central Bank & Trust
Kentucky
$1.69M -$500K -4,534 -23%
CIBC World Market
303
CIBC World Market
Ontario, Canada
$1.68M +$231K +2,097 +16%
AI
304
Arrien Investments
Idaho
$1.67M -$819K -7,426 -33%
BL
305
Balentine LLC
Georgia
$1.66M -$1.61M -14,640 -49%
EGA
306
Eagle Global Advisors
Texas
$1.66M +$484K +4,385 +41%
SWA
307
Stratos Wealth Advisors
Ohio
$1.64M -$31.5K -286 -2%
RCS
308
Retirement Capital Strategies
California
$1.63M +$359K +3,257 +28%
PAS
309
Park Avenue Securities
New York
$1.63M +$114K +1,035 +8%
CAS
310
Coppell Advisory Solutions
Texas
$1.62M -$1.15M -10,432 -42%
OIA
311
OneDigital Investment Advisors
Kansas
$1.62M -$212K -1,921 -12%
PTC
312
Private Trust Company
Ohio
$1.61M +$129K +1,171 +9%
TPBG
313
Turning Point Benefit Group
Maryland
$1.58M -$210K -1,900 -12%
PFS
314
Prospera Financial Services
Texas
$1.57M -$22.6K -205 -1%
DWM
315
Destination Wealth Management
California
$1.57M +$181K +1,639 +13%
AA
316
Advisory Alpha
Michigan
$1.55M +$22.2K +201 +1%
FWM
317
Fonville Wealth Management
Virginia
$1.55M +$72.8K +660 +5%
Fidelity Investments
318
Fidelity Investments
Massachusetts
$1.51M -$22.6K -205 -1%
LA
319
LM Advisors
California
$1.5M
AWS
320
Arkfeld Wealth Strategies
Nebraska
$1.47M -$47.3K -429 -3%
LWMI
321
Legacy Wealth Management (Idaho)
Idaho
$1.46M +$480K +4,349 +49%
KPP
322
Kings Path Partners
Texas
$1.43M -$21.3K -193 -1%
Pathstone Holdings
323
Pathstone Holdings
New Jersey
$1.39M -$96.3K -873 -6%
WA
324
Wealth Alliance
New York
$1.37M -$6.18M -56,069 -82%
PFPT
325
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.37M -$1.44M -13,080 -51%

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.