SHV icon

iShares 0-1 Year Treasury Bond ETF

706 hedge funds and large institutions have $9.37B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 249 increasing their positions, 278 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $9.46B → $9.37B (-$89.8M)

10% less repeat investments, than reductions

Existing positions increased: 249 | Existing positions reduced: 278

Holders
706
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
65
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Clearstead Advisors
Ohio
$1.01M
MHR
377
Matthew Hamilton Rosenberg
$1M
VAG
378
VisionPoint Advisory Group
Texas
$1M
Bank of New York Mellon
379
Bank of New York Mellon
New York
$994K
SIG
380
Spinnaker Investment Group
California
$987K
AAP
381
Arax Advisory Partners
Colorado
$981K
WT
382
Whittier Trust
California
$978K
SCM
383
SOL Capital Management
Maryland
$972K
WA
384
Westfuller Advisors
New York
$964K
FHC
385
First Horizon Corporation
Tennessee
$956K
CWAF
386
Core Wealth Advisors (Florida)
Florida
$954K
RCS
387
Retirement Capital Strategies
California
$953K
WCM
388
WealthTrak Capital Management
Virginia
$946K
SAW
389
Signal Advisors Wealth
Michigan
$946K
MW
390
Marks Wealth
Maryland
$944K
EGA
391
Eagle Global Advisors
Texas
$927K
Belvedere Trading
392
Belvedere Trading
Illinois
$924K
EWA
393
EP Wealth Advisors
California
$917K
PSA
394
Plum Street Advisors
Louisiana
$915K
FGA
395
Fortis Group Advisors
New Jersey
$910K
SCFS
396
Stewardship Concepts Financial Services
Washington
$909K
FA
397
Fortis Advisors
Pennsylvania
$901K
BFO
398
Boston Family Office
Massachusetts
$893K
TCG
399
Transcendent Capital Group
Oklahoma
$887K
KA
400
Kovack Advisors
Florida
$885K