SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
351
Park Avenue Securities
New York
$1.27M +$342K +3,093 +37%
PFA
352
Pathway Financial Advisors
Vermont
$1.27M -$94.9K -859 -7%
DWG
353
Darden Wealth Group
Michigan
$1.26M -$12K -109 -0.9%
AWA
354
Arkadios Wealth Advisors
Georgia
$1.23M +$630K +5,701 +106%
FLPIM
355
F.L. Putnam Investment Management
Massachusetts
$1.22M – – –
CBT
356
Crews Bank & Trust
Florida
$1.22M -$100K -908 -8%
Baird Financial Group
357
Baird Financial Group
Wisconsin
$1.22M -$617K -5,588 -34%
EGA
358
Eagle Global Advisors
Texas
$1.2M -$824K -7,460 -41%
PPH
359
Pure Portfolios Holdings
Oregon
$1.19M +$76.4K +692 +7%
HCC
360
Hirtle Callaghan & Co
Pennsylvania
$1.18M -$2.99M – –
PA
361
Perennial Advisors
New York
$1.18M +$1.18M +10,652 New
P
362
&Partners
Tennessee
$1.18M -$204K -1,848 -15%
TNBTD
363
Trustmark National Bank Trust Department
Mississippi
$1.17M +$41.8K +378 +4%
HT
364
Headlands Technologies
Illinois
$1.16M +$871K +7,884 +299%
BCM
365
Brookstone Capital Management
Illinois
$1.16M -$37K -335 -3%
EF
366
Empirical Finance
Pennsylvania
$1.16M – – –
FCBT
367
First Citizens Bank & Trust
North Carolina
$1.15M +$1.15M +10,368 New
FMWA
368
Forvis Mazars Wealth Advisors
Missouri
$1.14M -$51.3K -464 -4%
AAP
369
Arax Advisory Partners
Colorado
$1.13M -$195K -1,765 -15%
KWM
370
Keebeck Wealth Management
Illinois
$1.13M -$83.5K -756 -7%
CIA
371
Concurrent Investment Advisors
Florida
$1.12M -$90K -815 -7%
WWM
372
WJ Wealth Management
Arizona
$1.11M +$224K +2,026 +25%
IFS
373
Ifrah Financial Services
Arkansas
$1.09M +$46.2K +418 +4%
CFO
374
Callan Family Office
Pennsylvania
$1.09M -$375K -3,391 -26%
AGA
375
Arkos Global Advisors
Texas
$1.08M -$39.6K -358 -4%
13 14
15
16 17