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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
CA
326
Calton & Associates
Florida
$1.76M +$1.52M +13,775 +640%
FPW
327
Flagship Private Wealth
Massachusetts
$1.74M +$35K +317 +2%
AllianceBernstein
328
AllianceBernstein
Tennessee
$1.72M -$84.8K -769 -5%
EGM
329
Engineers Gate Manager
New York
$1.7M +$202K +1,830 +13%
VAG
330
VisionPoint Advisory Group
Texas
$1.7M +$841K +7,625 +98%
JWCA
331
J.W. Coons Advisors
Ohio
$1.69M -$75.5K -685 -4%
IA
332
Intellus Advisors
Florida
$1.68M +$1.68M +15,231 New
SWA
333
Stratos Wealth Advisors
Ohio
$1.67M -$158K -1,430 -9%
Brown Advisory
334
Brown Advisory
Maryland
$1.66M -$139K -1,259 -8%
SFA
335
Sequoia Financial Advisors
Ohio
$1.63M -$1.12M -10,145 -41%
Natixis Advisors
336
Natixis Advisors
Massachusetts
$1.62M -$52.4K -475 -3%
PFS
337
Prospera Financial Services
Texas
$1.6M +$122K +1,103 +8%
Corient Private Wealth
338
Corient Private Wealth
Florida
$1.54M -$8.54M -77,478 -85%
AA
339
Advisory Alpha
Michigan
$1.54M -$584K -5,294 -28%
Fidelity Investments
340
Fidelity Investments
Massachusetts
$1.53M -$162M -1,467,407 -99%
PAS
341
Park Avenue Securities
New York
$1.51M +$241K +2,187 +19%
AWS
342
Arkfeld Wealth Strategies
Nebraska
$1.51M -$6.41M -58,118 -81%
AI
343
AXS Investments
New York
$1.51M -$5.35M -48,532 -78%
LA
344
LM Advisors
California
$1.5M
Pathstone Holdings
345
Pathstone Holdings
New Jersey
$1.49M +$651K +5,907 +78%
PTC
346
Private Trust Company
Ohio
$1.48M +$963K +8,731 +187%
FWM
347
Fonville Wealth Management
Virginia
$1.47M -$358K -3,251 -20%
CIBC World Market
348
CIBC World Market
Ontario, Canada
$1.45M -$3.22M -29,220 -69%
KPP
349
Kings Path Partners
Texas
$1.45M -$158K -1,437 -10%
EFG
350
Ehrlich Financial Group
California
$1.43M -$215K -1,947 -13%

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.