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iShares 0-1 Year Treasury Bond ETF

721 hedge funds and large institutions have $9.66B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 283 increasing their positions, 268 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 6885 (+17)

17% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 77

6% more repeat investments, than reductions

Existing positions increased: 283 | Existing positions reduced: 268

2% more capital invested

Capital invested by funds: $9.49B → $9.66B (+$162M)

0.24% less ownership

Funds ownership: 48.21%47.97% (-0.24%)

0% less funds holding

Funds holding: 723721 (-2)

Holders
721
Holders Change
-2
Holders Change %
-0.28%
% of All Funds
9.67%
Holding in Top 10
85
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+25%
% of All Funds
1.14%
New
90
Increased
283
Reduced
268
Closed
77
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
401
Root Financial Partners
California
$965K -$117K -1,060 -11%
AWA
402
Authentikos Wealth Advisory
California
$952K +$560K +5,078 +143%
PSA
403
Plum Street Advisors
Louisiana
$951K -$369K -3,350 -28%
SCA
404
Sandy Cove Advisors
Massachusetts
$926K +$179K +1,627 +24%
AP
405
Atwood & Palmer
Missouri
$919K -$55.4K -502 -6%
CBT
406
Central Bank & Trust
Kentucky
$915K +$137K +1,243 +18%
1IA
407
1834 Investment Advisors
Wisconsin
$913K -$102K -926 -10%
BB
408
Burford Brothers
Texas
$912K +$910K +8,252 New
DADC
409
D.A. Davidson & Co
Montana
$908K -$4.91M -44,517 -84%
GVCM
410
Global View Capital Management
Wisconsin
$904K -$126K -1,143 -12%
SM
411
Sweeney & Michel
California
$904K +$905K +8,203 New
CWAF
412
Core Wealth Advisors (Florida)
Florida
$900K +$30K +272 +3%
CAM
413
Cidel Asset Management
Ontario, Canada
$879K +$877K +7,955 New
WGC
414
Watts Gwilliam & Co
Arizona
$876K +$499K +4,527 +133%
FA
415
Fortis Advisors
Pennsylvania
$873K +$6.07K +55 +0.7%
RCG
416
Regatta Capital Group
California
$867K +$499K +4,528 +136%
AIA
417
Acute Investment Advisory
Arizona
$865K +$864K +7,831 New
VAG
418
VisionPoint Advisory Group
Texas
$857K +$338K +3,063 +65%
KW
419
KWB Wealth
California
$854K -$85.4K -774 -9%
NSIM
420
North Star Investment Management
Illinois
$848K +$518K +4,699 +158%
NWMP
421
Noble Wealth Management PBC
Colorado
$840K -$348K -3,155 -29%
SOS
422
Silver Oak Securities
Tennessee
$836K +$60.4K +548 +8%
Pathstone Holdings
423
Pathstone Holdings
New Jersey
$835K -$19.3K -175 -2%
OCM
424
One Capital Management
California
$824K +$11.6K +105 +1%
DWMS
425
Dominguez Wealth Management Solutions
Virginia
$822K -$5.4K -49 -0.7%

SHV Hedge Fund Activity: Q1 2025 in Review

721 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q1 2025, worth a combined $9.66B — up 1.7% from $9.49B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new SHV positions and 77 closed out — a net gain of 13 holders — while 283 added to existing stakes and 268 trimmed.

The largest buyer was BlackRock, adding an estimated $268M. The largest seller was Fidelity Investments, cutting an estimated $412M.

  • 721 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q1 2025, down from 723 in Q4 2024.
  • Funds reported $9.66B of iShares 0-1 Year Treasury Bond ETF stock for Q1 2025, up 1.7% quarter-over-quarter.
  • 90 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q1 2025 and 77 closed out, a net change of +13 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q1 2025 was BlackRock, an estimated $268M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q1 2025 was Fidelity Investments, an estimated $412M sold.

Based on aggregated 13F filings for Q1 2025.