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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
CAM
376
Cidel Asset Management
Ontario, Canada
$1.18M +$298K +2,700 +34%
WSFS
377
Wilmington Savings Fund Society
Delaware
$1.18M +$961K +8,719 +452%
EGA
378
Eagle Global Advisors
Texas
$1.17M -$29.8K -270 -2%
BFA
379
Benedict Financial Advisors
Georgia
$1.16M +$116K +1,054 +11%
HT
380
Headlands Technologies
Illinois
$1.16M
TWC
381
TD Waterhouse Canada
Ontario, Canada
$1.14M -$1.09M -9,895 -49%
LS
382
Leelyn Smith
Illinois
$1.14M +$112K +1,019 +11%
BLFG
383
Brian Low Financial Group
Louisiana
$1.13M +$1.13M +10,227 New
CCP
384
Cunning Capital Partners
North Carolina
$1.1M -$441K -4,000 -29%
IFS
385
Ifrah Financial Services
Arkansas
$1.09M -$4.85K -44 -0.4%
CIA
386
Concurrent Investment Advisors
Florida
$1.08M -$38K -345 -3%
BCM
387
Brookstone Capital Management
Illinois
$1.08M -$77.4K -702 -7%
LIM
388
Leavell Investment Management
Alabama
$1.07M +$318K +2,880 +42%
AGA
389
Arkos Global Advisors
Texas
$1.06M -$22.2K -201 -2%
TNBTD
390
Trustmark National Bank Trust Department
Mississippi
$1.05M -$113K -1,029 -10%
SCM
391
SOL Capital Management
Maryland
$1.04M -$914K -8,285 -47%
WT
392
Whittier Trust
California
$1.03M -$24.7K -224 -2%
AAP
393
Arax Advisory Partners
Colorado
$1.03M -$102K -921 -9%
FWM
394
Forza Wealth Management
Florida
$1.03M +$55.1K +500 +6%
SCA
395
Sandy Cove Advisors
Massachusetts
$1.02M +$91K +825 +10%
MHR
396
Matthew Hamilton Rosenberg
$1.01M -$20.9K -190 -2%
RIA
397
Regal Investment Advisors
Michigan
$984K -$16.1K -146 -2%
LTL
398
Lowery Thomas LLC
California
$981K +$166K +1,501 +20%
LWMI
399
Legacy Wealth Management (Idaho)
Idaho
$979K +$3.97K +36 +0.4%
LIS
400
Legacy Investment Solutions
Idaho
$979K +$977K +8,863 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.