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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
LIM
376
Leavell Investment Management
Alabama
$973K -$101K -919 -9%
WA
377
Westfuller Advisors
New York
$967K
CFO
378
Callan Family Office
Pennsylvania
$967K +$5.07K +46 +0.5%
MCM
379
Mattern Capital Management
Colorado
$967K +$410K +3,719 +74%
RIA
380
Regal Investment Advisors
Michigan
$960K -$23.9K -217 -2%
LFAS
381
Level Four Advisory Services
Texas
$959K +$486K +4,406 +103%
ATC
382
Argent Trust Co
Tennessee
$958K +$575K +5,213 +151%
CWAF
383
Core Wealth Advisors (Florida)
Florida
$950K
SC
384
Sierra Capital
Florida
$937K -$2.04M -18,528 -69%
Bank of New York Mellon
385
Bank of New York Mellon
New York
$919K +$13.1K +119 +1%
PSA
386
Plum Street Advisors
Louisiana
$918K
SOS
387
Silver Oak Securities
Tennessee
$909K +$89.4K +811 +11%
IWP
388
Insight Wealth Partners
Texas
$902K +$67.4K +611 +8%
BFO
389
Boston Family Office
Massachusetts
$897K
FA
390
Fortis Advisors
Pennsylvania
$892K +$9.15K +83 +1%
Vontobel Holding
391
Vontobel Holding
Switzerland
$884K -$50K -453 -5%
FGWP
392
Founders Grove Wealth Partners
Virginia
$880K +$656K +5,951 +296%
DAS
393
Dynamic Advisor Solutions
Arizona
$878K -$457K -4,146 -34%
TSS
394
Two Sigma Securities
New York
$870K +$559K +5,069 +181%
SAW
395
Signal Advisors Wealth
Michigan
$870K +$249K +2,259 +40%
AWAG
396
ARS Wealth Advisors Group
Florida
$864K -$1.06M -9,626 -55%
GVCM
397
Global View Capital Management
Wisconsin
$864K +$84.4K +765 +11%
WFMPM
398
Woodley Farra Manion Portfolio Management
Indiana
$848K
SPWM
399
Schrum Private Wealth Management
Florida
$833K +$13K +118 +2%
FPW
400
Flagship Private Wealth
Massachusetts
$830K -$908K -8,234 -52%

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.