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iShares 0-1 Year Treasury Bond ETF

713 hedge funds and large institutions have $9.54B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 289 increasing their positions, 263 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 263

9% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 67

1% less capital invested

Capital invested by funds: $9.66B → $9.54B (-$113M)

1% less funds holding

Funds holding: 721713 (-8)

1.36% less ownership

Funds ownership: 47.97%46.61% (-1.4%)

21% less funds holding in top 10

Funds holding in top 10: 8567 (-18)

Holders
713
Holders Change
-8
Holders Change %
-1.11%
% of All Funds
9.39%
Holding in Top 10
67
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-21.18%
% of All Funds
0.88%
New
73
Increased
289
Reduced
263
Closed
67
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
SouthState Corp
Florida
$973K -$101K -912 -9%
IA
402
IFG Advisory
Georgia
$969K -$1.54K -14 -0.2%
WA
403
Westfuller Advisors
New York
$967K
CF
404
Centaurus Financial
California
$962K +$361K +3,272 +60%
CFO
405
Callan Family Office
Pennsylvania
$961K -$125K -1,135 -12%
CWAF
406
Core Wealth Advisors (Florida)
Florida
$950K +$49.9K +453 +6%
FMWA
407
Forvis Mazars Wealth Advisors
Missouri
$947K -$191K -1,732 -17%
Envestnet Portfolio Solutions
408
Envestnet Portfolio Solutions
Illinois
$946K -$1.51M -13,738 -62%
RFP
409
Root Financial Partners
California
$939K -$26K -236 -3%
Vontobel Holding
410
Vontobel Holding
Switzerland
$933K +$932K +8,453 New
CAAS
411
Capital Asset Advisory Services
Michigan
$932K -$89.5K -812 -9%
PSA
412
Plum Street Advisors
Louisiana
$917K -$34K -308 -4%
Bank of New York Mellon
413
Bank of New York Mellon
New York
$905K +$284K +2,580 +46%
CMP
414
Courage Miller Partners
Virginia
$903K -$81.9K -743 -8%
BFO
415
Boston Family Office
Massachusetts
$896K -$409K -3,709 -31%
FA
416
Fortis Advisors
Pennsylvania
$882K +$9.15K +83 +1%
KW
417
KWB Wealth
California
$859K +$1.65K +15 +0.2%
SFG
418
Sovereign Financial Group
Connecticut
$857K +$107K +967 +14%
WFMPM
419
Woodley Farra Manion Portfolio Management
Indiana
$848K -$130K -1,179 -13%
CWA
420
Consilium Wealth Advisory
Texas
$847K +$397K +3,599 +88%
FPAS
421
Focus Partners Advisor Solutions
Missouri
$839K -$1.55M -14,029 -65%
BOSSRA
422
B.O.S.S. Retirement Advisors
Utah
$834K +$833K +7,557 New
IWP
423
Insight Wealth Partners
Texas
$834K +$21.8K +198 +3%
NSIM
424
North Star Investment Management
Illinois
$831K -$16.9K -153 -2%
DWMS
425
Dominguez Wealth Management Solutions
Virginia
$823K +$1.65K +15 +0.2%

SHV Hedge Fund Activity: Q2 2025 in Review

713 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q2 2025, worth a combined $9.54B — down 1.2% from $9.66B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SHV positions and 67 closed out — a net gain of 6 holders — while 289 added to existing stakes and 263 trimmed.

The largest buyer was Mariner, adding an estimated $86.4M. The largest seller was Fidelity Investments, cutting an estimated $162M.

  • 713 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q2 2025, down from 721 in Q1 2025.
  • Funds reported $9.54B of iShares 0-1 Year Treasury Bond ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
  • 73 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q2 2025 and 67 closed out, a net change of +6 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q2 2025 was Mariner, an estimated $86.4M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q2 2025 was Fidelity Investments, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2025.