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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
WFC
351
Western Financial Corp
California
$1.41M +$4.41K +40 +0.3%
FAM
352
Frontier Asset Management
Wyoming
$1.4M -$23.8K -216 -2%
AWA
353
Arkadios Wealth Advisors
Georgia
$1.39M +$164K +1,484 +13%
PWM
354
Perigon Wealth Management
California
$1.39M -$7.61K -69 -0.5%
DWM
355
Destination Wealth Management
California
$1.39M -$46.3K -420 -3%
AWP
356
Astra Wealth Partners
New Jersey
$1.38M -$164K -1,488 -11%
HH
357
Hilltop Holdings
Texas
$1.36M +$78K +707 +6%
Charles Schwab
358
Charles Schwab
California
$1.35M -$53.9K -489 -4%
WWM
359
WJ Wealth Management
Arizona
$1.35M +$238K +2,160 +22%
CIA
360
Compass Ion Advisors
Pennsylvania
$1.34M +$568K +5,154 +74%
DAS
361
Dynamic Advisor Solutions
Arizona
$1.33M -$71.2K -646 -5%
SAS
362
Sage Advisory Services
Texas
$1.33M
WCM
363
WealthTrak Capital Management
Virginia
$1.32M -$111K -1,006 -8%
RCAG
364
Rehmann Capital Advisory Group
Michigan
$1.31M -$26.5K -240 -2%
PA
365
Perennial Advisors
New York
$1.31M +$129K +1,174 +11%
CL
366
Choreo LLC
Illinois
$1.3M -$130K -1,181 -9%
RCS
367
Retirement Capital Strategies
California
$1.27M +$770K +6,987 +154%
PFA
368
Pathway Financial Advisors
Vermont
$1.27M
DWG
369
Darden Wealth Group
Michigan
$1.26M +$5.95K +54 +0.5%
EIA
370
Edgemoor Investment Advisors
Maryland
$1.26M -$243K -2,205 -16%
PPH
371
Pure Portfolios Holdings
Oregon
$1.23M +$41.8K +379 +4%
CBT
372
Crews Bank & Trust
Florida
$1.22M +$3.86K +35 +0.3%
CAG
373
Csenge Advisory Group
Florida
$1.2M -$6.05M -54,884 -83%
PCS
374
Private Client Services
Kentucky
$1.2M +$939K +8,516 +359%
SIG
375
Spinnaker Investment Group
California
$1.18M +$1.18M +10,695 New

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.