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iShares 0-1 Year Treasury Bond ETF
SHV

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: 713 → 684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 67 → 61 (-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
–

Top Buyers

1
BlackRock
BlackRock
New York
+$260M
2
Wells Fargo
Wells Fargo
California
+$103M
3
LPL Financial
LPL Financial
California
+$47.5M
4
UBS Group
UBS Group
Switzerland
+$24.2M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$19.6M

Top Sellers

1
Mariner
Mariner
Kansas
-$79.8M
2
GFA
Gallagher Fiduciary Advisors
Illinois
-$51.3M
3
HAFG
Hansen & Associates Financial Group
California
-$35M
4
BBVA
Banco Bilbao Vizcaya Argentaria
Spain
-$33M
5
TLFA
True Link Financial Advisors
California
-$32.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
326
Benedict Financial Advisors
Georgia
$1.36M +$200K +1,811 +17%
WFC
327
Western Financial Corp
California
$1.36M -$53.5K -485 -4%
SFA
328
Sequoia Financial Advisors
Ohio
$1.35M -$281K -2,545 -17%
PA
329
Perennial Advisors
New York
$1.34M +$36.6K +332 +3%
RCAG
330
Rehmann Capital Advisory Group
Michigan
$1.34M +$30.3K +275 +2%
PWM
331
Perigon Wealth Management
California
$1.34M -$49.9K -452 -4%
AWA
332
Arkadios Wealth Advisors
Georgia
$1.34M -$51.6K -468 -4%
SAS
333
Sage Advisory Services
Texas
$1.33M – – –
FAM
334
Frontier Asset Management
Wyoming
$1.31M -$90.9K -824 -6%
FPAS
335
Focus Partners Advisor Solutions
Missouri
$1.31M +$471K +4,273 +56%
Charles Schwab
336
Charles Schwab
California
$1.3M -$59.4K -539 -4%
CIA
337
Compass Ion Advisors
Pennsylvania
$1.28M -$57.9K -525 -4%
PFA
338
Pathway Financial Advisors
Vermont
$1.27M – – –
VAG
339
VisionPoint Advisory Group
Texas
$1.26M -$443K -4,016 -26%
CL
340
Choreo LLC
Illinois
$1.25M -$53.3K -483 -4%
VT
341
Vise Technologies
New York
$1.25M -$715K -6,482 -36%
PPH
342
Pure Portfolios Holdings
Oregon
$1.24M +$12.8K +116 +1%
OCM
343
One Capital Management
California
$1.24M +$427K +3,875 +53%
Brown Advisory
344
Brown Advisory
Maryland
$1.24M -$427K -3,868 -26%
DWG
345
Darden Wealth Group
Michigan
$1.23M -$33.5K -304 -3%
EIA
346
Edgemoor Investment Advisors
Maryland
$1.23M -$33.1K -300 -3%
CBT
347
Crews Bank & Trust
Florida
$1.2M -$18.7K -170 -2%
AAS
348
Ameritas Advisory Services
Nebraska
$1.19M -$3.5M -31,765 -75%
CAM
349
Cidel Asset Management
Ontario, Canada
$1.18M -$662 -6 -0.1%
HH
350
Hilltop Holdings
Texas
$1.17M -$194K -1,756 -14%
12 13
14
15 16

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.