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iShares 0-1 Year Treasury Bond ETF

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: 713684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 6761 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
OFS
351
OneAscent Financial Services
Alabama
$1.16M +$1.15M +10,462 New
TWC
352
TD Waterhouse Canada
Ontario, Canada
$1.15M +$8.38K +76 +0.7%
HT
353
Headlands Technologies
Illinois
$1.15M -$17.3K -157 -1%
CCP
354
Cunning Capital Partners
North Carolina
$1.1M
BLFG
355
Brian Low Financial Group
Louisiana
$1.09M -$39.5K -358 -4%
Millennium Management
356
Millennium Management
New York
$1.09M -$1.34M -12,128 -55%
SWP
357
Sagespring Wealth Partners
Tennessee
$1.09M +$682K +6,181 +169%
IFS
358
Ifrah Financial Services
Arkansas
$1.08M -$7.17K -65 -0.7%
TNBTD
359
Trustmark National Bank Trust Department
Mississippi
$1.07M +$16.2K +147 +2%
LTL
360
Lowery Thomas LLC
California
$1.07M +$86.6K +785 +9%
KP
361
Keel Point
Alabama
$1.07M +$697K +6,324 +190%
CWA
362
Consilium Wealth Advisory
Texas
$1.04M +$197K +1,782 +23%
CIA
363
Concurrent Investment Advisors
Florida
$1.03M -$52.4K -475 -5%
GS
364
GTS Securities
New York
$1.03M -$7.64M -69,233 -88%
WT
365
Whittier Trust
California
$1.03M
AGA
366
Arkos Global Advisors
Texas
$1.03M -$31.2K -283 -3%
BCM
367
Brookstone Capital Management
Illinois
$1.02M -$56.4K -511 -5%
SCA
368
Sandy Cove Advisors
Massachusetts
$1.01M -$5.51K -50 -0.5%
MHR
369
Matthew Hamilton Rosenberg
$1.01M
IA
370
IFG Advisory
Georgia
$1M +$33.3K +302 +3%
VFA
371
Voya Financial Advisors
Connecticut
$991K +$236K +2,143 +31%
CMP
372
Courage Miller Partners
Virginia
$991K +$86.6K +785 +10%
NSIM
373
North Star Investment Management
Illinois
$985K +$154K +1,393 +19%
SIG
374
Spinnaker Investment Group
California
$977K -$204K -1,848 -17%
SCM
375
SOL Capital Management
Maryland
$975K -$62.3K -565 -6%

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.