We are live on ! Find out more
SHV icon

iShares 0-1 Year Treasury Bond ETF

721 hedge funds and large institutions have $9.66B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 268 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 6885 (+17)

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

6% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 268

2% more capital invested

Capital invested by funds: $9.49B → $9.66B (+$162M)

0.24% less ownership

Funds ownership: 48.21%47.97% (-0.24%)

0% less funds holding

Funds holding: 723721 (-2)

Holders
721
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
9.67%
Holding in Top 10
85
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25%
% of All Funds
1.14%
New
90
Increased
283
Reduced
268
Closed
77
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPW
326
Flagship Private Wealth
Massachusetts
$1.7M -$2.29M -20,798 -57%
FDCDDQ
327
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.69M -$56.8M -514,759 -97%
RA
328
RFG Advisory
Alabama
$1.69M -$9.05M -82,041 -84%
Natixis Advisors
329
Natixis Advisors
Massachusetts
$1.67M -$4.4M -39,923 -72%
GS
330
GTS Securities
New York
$1.66M -$8.4M -76,152 -83%
EFG
331
Ehrlich Financial Group
California
$1.65M -$402K -3,644 -20%
RIA
332
Realta Investment Advisors
Delaware
$1.62M -$90.3K -819 -5%
KPP
333
Kings Path Partners
Texas
$1.61M +$112K +1,017 +8%
CCP
334
Cunning Capital Partners
North Carolina
$1.55M +$303K +2,750 +24%
AWP
335
Astra Wealth Partners
New Jersey
$1.54M +$103K +932 +7%
EIA
336
Edgemoor Investment Advisors
Maryland
$1.5M -$75.5K -685 -5%
EGM
337
Engineers Gate Manager
New York
$1.5M +$1.08M +9,834 +260%
LA
338
LM Advisors
California
$1.5M +$7.06K +64 +0.5%
AA
339
Armis Advisers
Georgia
$1.49M +$1.48M +13,464 New
PFS
340
Prospera Financial Services
Texas
$1.47M +$411K +3,724 +39%
WCM
341
WealthTrak Capital Management
Virginia
$1.44M -$18.3K -166 -1%
CL
342
Choreo LLC
Illinois
$1.43M -$168K -1,525 -11%
DWM
343
Destination Wealth Management
California
$1.43M +$218K +1,978 +18%
FAM
344
Frontier Asset Management
Wyoming
$1.43M -$2.18M -19,745 -60%
Charles Schwab
345
Charles Schwab
California
$1.41M -$60.8K -551 -4%
WFC
346
Western Financial Corp
California
$1.41M -$111K -1,008 -7%
DAS
347
Dynamic Advisor Solutions
Arizona
$1.41M -$4.79M -43,391 -77%
PWM
348
Perigon Wealth Management
California
$1.4M -$432K -3,918 -24%
SA
349
Sovran Advisors
California
$1.39M +$839K +7,611 +152%
RCAG
350
Rehmann Capital Advisory Group
Michigan
$1.34M -$7.61K -69 -0.6%

SHV Hedge Fund Activity: Q1 2025 in Review

721 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2025, worth a combined $9.66B — up 1.7% from $9.49B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SHV positions and 77 closed out — a net gain of 13 holders — while 283 added to existing stakes and 268 trimmed.

The largest buyer was BlackRock, adding an estimated $268M. The largest seller was Fidelity Investments, cutting an estimated $412M.

  • 721 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2025, down from 723 in Q4 2024.
  • Funds reported $9.66B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2025, up 1.7% quarter-over-quarter.
  • 90 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2025 and 77 closed out, a net change of +13 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2025 was BlackRock, an estimated $268M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2025 was Fidelity Investments, an estimated $412M sold.

Based on aggregated 13F filings for Q1 2025.