SHV icon

iShares 0-1 Year Treasury Bond ETF

698 hedge funds and large institutions have $9.33B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 246 increasing their positions, 276 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $9.45B → $9.33B (-$122M)

11% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 276

Holders
698
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
63
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFC
326
Western Financial Corp
California
$1.35M
PTC
327
Private Trust Company
Ohio
$1.34M
RCAG
328
Rehmann Capital Advisory Group
Michigan
$1.34M
SAI
329
Savvy Advisors Inc
New York
$1.33M
SAS
330
Sage Advisory Services
Texas
$1.33M
CBT
331
Crews Bank & Trust
Florida
$1.33M
AA
332
Advisory Alpha
Michigan
$1.3M
KP
333
Keel Point
Alabama
$1.29M
SFA
334
Sequoia Financial Advisors
Ohio
$1.29M
CIA
335
Concurrent Investment Advisors
Florida
$1.28M
PPH
336
Pure Portfolios Holdings
Oregon
$1.27M
PFA
337
Pathway Financial Advisors
Vermont
$1.27M
Charles Schwab
338
Charles Schwab
California
$1.26M
PWM
339
Perigon Wealth Management
California
$1.26M
Brown Advisory
340
Brown Advisory
Maryland
$1.24M
CIA
341
Compass Ion Advisors
Pennsylvania
$1.24M
OCM
342
One Capital Management
California
$1.22M
DWG
343
Darden Wealth Group
Michigan
$1.21M
CL
344
Choreo LLC
Illinois
$1.21M
SOS
345
Silver Oak Securities
Tennessee
$1.2M
FGWP
346
Founders Grove Wealth Partners
Virginia
$1.19M
EIA
347
Edgemoor Investment Advisors
Maryland
$1.18M
FAM
348
Frontier Asset Management
Wyoming
$1.16M
VFA
349
Voya Financial Advisors
Connecticut
$1.15M
CAM
350
Cidel Asset Management
Ontario, Canada
$1.15M