SHV icon

iShares 0-1 Year Treasury Bond ETF

688 hedge funds and large institutions have $9.28B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 271 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 ownership

Funds ownership:

more funds holding

Funds holding:

2% less capital invested

Capital invested by funds: $9.45B → $9.28B (-$170M)

9% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 271

Holders
688
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
62
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
FHC
376
First Horizon Corporation
Tennessee
$956K
CWAF
377
Core Wealth Advisors (Florida)
Florida
$954K
RCS
378
Retirement Capital Strategies
California
$953K
WCM
379
WealthTrak Capital Management
Virginia
$946K
SAW
380
Signal Advisors Wealth
Michigan
$946K
MW
381
Marks Wealth
Maryland
$944K
EGA
382
Eagle Global Advisors
Texas
$927K
Belvedere Trading
383
Belvedere Trading
Illinois
$924K
EWA
384
EP Wealth Advisors
California
$917K
PSA
385
Plum Street Advisors
Louisiana
$915K
FGA
386
Fortis Group Advisors
New Jersey
$910K
SCFS
387
Stewardship Concepts Financial Services
Washington
$909K
FA
388
Fortis Advisors
Pennsylvania
$901K
BFO
389
Boston Family Office
Massachusetts
$893K
TCG
390
Transcendent Capital Group
Oklahoma
$887K
KA
391
Kovack Advisors
Florida
$885K
MBT
392
Montecito Bank & Trust
California
$874K
GVCM
393
Global View Capital Management
Wisconsin
$862K
SWP
394
Sagespring Wealth Partners
Tennessee
$855K
SPWM
395
Schrum Private Wealth Management
Florida
$850K
ACM
396
Avalon Capital Management
California
$846K
DAS
397
Dynamic Advisor Solutions
Arizona
$838K
SC
398
Sierra Capital
Florida
$833K
Envestnet Portfolio Solutions
399
Envestnet Portfolio Solutions
Illinois
$825K
EWA
400
ERTS Wealth Advisors
Michigan
$823K