SHV icon

iShares Short Treasury Bond ETF
SHV

Overview Fund Activity

712 hedge funds and large institutions have $9.6B invested in iShares Short Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 277 increasing their positions, 265 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
712
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
9.67%
Holding in Top 10
81
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+22.73%
% of All Funds
1.1%
New
90
Increased
277
Reduced
265
Closed
76
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$269M
2
MW
Marks Wealth
Maryland
+$156M
3
AFP
Ausdal Financial Partners
Iowa
+$93.1M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$88.2M
5
OC
Oakworth Capital
Alabama
+$84.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$413M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$101M
3
ACA
Anchor Capital Advisors
Massachusetts
-$67.4M
4
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$56.9M
5
BWM
Bulltick Wealth Management
Florida
-$52.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
401
Burford Brothers
Texas
$912K +$912K +8,252 New
DADC
402
D.A. Davidson & Co
Montana
$908K -$4.92M -44,517 -84%
GVCM
403
Global View Capital Management
Wisconsin
$904K -$126K -1,143 -12%
SM
404
Sweeney & Michel
California
$904K +$904K +8,203 New
CWA
405
Core Wealth Advisors
Florida
$900K +$30K +272 +3%
CAM
406
Cidel Asset Management
Ontario, Canada
$879K +$879K +7,955 New
WGC
407
Watts Gwilliam & Co
Arizona
$876K +$500K +4,527 +133%
FA
408
Fortis Advisors
Pennsylvania
$873K +$6.08K +55 +0.7%
RCG
409
Regatta Capital Group
California
$867K +$500K +4,528 +136%
AIA
410
Acute Investment Advisory
Arizona
$865K +$865K +7,831 New
VAG
411
VisionPoint Advisory Group
Texas
$857K +$338K +3,063 +65%
KW
412
KWB Wealth
California
$854K -$85.2K -774 -9%
NSIM
413
North Star Investment Management
Illinois
$848K +$519K +4,699 +158%
NWMP
414
Noble Wealth Management PBC
Colorado
$840K -$349K -3,155 -29%
SOS
415
Silver Oak Securities
Tennessee
$836K +$60.5K +548 +8%
Pathstone Holdings
416
Pathstone Holdings
New Jersey
$835K -$19.3K -175 -2%
OCM
417
One Capital Management
California
$824K +$11.6K +105 +1%
DWMS
418
Dominguez Wealth Management Solutions
Virginia
$822K -$5.41K -49 -0.7%
LTL
419
Lowery Thomas LLC
California
$816K +$509K +4,608 +166%
FF
420
Finley Financial
Nevada
$816K -$259K -2,344 -24%
SPWM
421
Spartan Planning & Wealth Management
North Carolina
$814K -$2.91M -26,327 -78%
IWP
422
Insight Wealth Partners
Texas
$812K +$812K +7,354 New
AA
423
Alesco Advisors
New York
$793K -$52.5K -475 -6%
FA
424
Flagstar Advisors
New York
$791K -$23.5K -213 -3%
JCM
425
Jacobi Capital Management
Pennsylvania
$781K -$21.3K -193 -3%
15 16
17
18 19