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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
SAS
351
Sage Advisory Services
Texas
$1.33M
TRCT
352
Tower Research Capital (TRC)
New York
$1.33M +$1.32M +12,012 New
Envestnet Portfolio Solutions
353
Envestnet Portfolio Solutions
Illinois
$1.32M +$230K +2,088 +10%
4WM
354
49 Wealth Management
Texas
$1.31M -$316K -2,866 -19%
BFO
355
Boston Family Office
Massachusetts
$1.31M +$347K +3,148 +36%
HH
356
Hilltop Holdings
Texas
$1.29M +$514K +4,662 +67%
PAS
357
Park Avenue Securities
New York
$1.27M +$341K +3,093 +37%
PFA
358
Pathway Financial Advisors
Vermont
$1.27M -$94.7K -859 -7%
DWG
359
Darden Wealth Group
Michigan
$1.26M -$12K -109 -0.9%
AWA
360
Arkadios Wealth Advisors
Georgia
$1.23M +$629K +5,701 +106%
FLPIM
361
F.L. Putnam Investment Management
Massachusetts
$1.22M
CBT
362
Crews Bank & Trust
Florida
$1.22M -$100K -908 -8%
Baird Financial Group
363
Baird Financial Group
Wisconsin
$1.22M -$616K -5,588 -34%
EGA
364
Eagle Global Advisors
Texas
$1.2M -$823K -7,460 -41%
PPH
365
Pure Portfolios Holdings
Oregon
$1.19M +$76.3K +692 +7%
HCC
366
Hirtle Callaghan & Co
Pennsylvania
$1.18M
PA
367
Perennial Advisors
New York
$1.18M +$1.17M +10,652 New
P
368
&Partners
Tennessee
$1.18M -$204K -1,848 -15%
TNBTD
369
Trustmark National Bank Trust Department
Mississippi
$1.17M +$41.7K +378 +4%
HT
370
Headlands Technologies
Illinois
$1.16M +$870K +7,884 +299%
BCM
371
Brookstone Capital Management
Illinois
$1.16M -$36.9K -335 -3%
EF
372
Empirical Finance
Pennsylvania
$1.16M
FCBT
373
First Citizens Bank & Trust
North Carolina
$1.15M +$1.14M +10,368 New
FMWA
374
Forvis Mazars Wealth Advisors
Missouri
$1.14M -$51.2K -464 -4%
AAP
375
Arax Advisory Partners
Colorado
$1.13M -$195K -1,765 -15%

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.