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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
KWM
376
Keebeck Wealth Management
Illinois
$1.13M -$83.4K -756 -7%
CIA
377
Concurrent Investment Advisors
Florida
$1.12M -$89.9K -815 -7%
WWM
378
WJ Wealth Management
Arizona
$1.11M +$223K +2,026 +25%
IFS
379
Ifrah Financial Services
Arkansas
$1.09M +$46.1K +418 +4%
CFO
380
Callan Family Office
Pennsylvania
$1.09M -$374K -3,391 -26%
AGA
381
Arkos Global Advisors
Texas
$1.08M -$39.5K -358 -4%
SC
382
SouthState Corp
Florida
$1.07M +$1.07M +9,680 +23,048%
LFS
383
Leibman Financial Services
Nebraska
$1.07M
WT
384
Whittier Trust
California
$1.05M
BFA
385
Benedict Financial Advisors
Georgia
$1.05M +$402K +3,644 +63%
GT
386
Greenleaf Trust
Michigan
$1.05M
PAG
387
Private Advisory Group
Washington
$1.04M -$5.09M -46,170 -83%
NC
388
Napatree Capital
Rhode Island
$1.03M +$186K +1,683 +22%
HWP
389
Heritage Wealth Partners
Ohio
$1.03M -$14.9K -135 -1%
MHR
390
Matthew Hamilton Rosenberg
$1.03M +$2.1K +19 +0.2%
LS
391
Leelyn Smith
Illinois
$1.03M +$524K +4,753 +104%
CAAS
392
Capital Asset Advisory Services
Michigan
$1.02M +$53.4K +484 +6%
RIA
393
Regal Investment Advisors
Michigan
$1M -$180K -1,630 -15%
FGA
394
Fortis Group Advisors
New Jersey
$989K -$457K -4,142 -32%
CMP
395
Courage Miller Partners
Virginia
$986K +$10.6K +96 +1%
WFMPM
396
Woodley Farra Manion Portfolio Management
Indiana
$978K +$650K +5,896 +199%
LWMI
397
Legacy Wealth Management (Idaho)
Idaho
$975K -$222K -2,015 -19%
FWM
398
Forza Wealth Management
Florida
$972K
IA
399
IFG Advisory
Georgia
$971K +$23.4K +212 +2%
WA
400
Westfuller Advisors
New York
$967K +$966K +8,755 New

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.