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iShares 0-1 Year Treasury Bond ETF

684 hedge funds and large institutions have $9.47B invested in iShares 0-1 Year Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 241 increasing their positions, 302 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $9.54B → $9.47B (-$77.8M)

0.96% less ownership

Funds ownership: 46.61%45.65% (-0.96%)

4% less funds holding

Funds holding: 713684 (-29)

9% less funds holding in top 10

Funds holding in top 10: 6761 (-6)

20% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 302

21% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 66

Holders
684
Holders Change
-29
Holders Change %
-4.07%
% of All Funds
8.98%
Holding in Top 10
61
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-8.96%
% of All Funds
0.8%
New
52
Increased
241
Reduced
302
Closed
66
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWMS
401
Dominguez Wealth Management Solutions
Virginia
$826K +$2.76K +25 +0.3%
CL
402
Cabana LLC
Arkansas
$820K +$6.07K +55 +0.7%
EWA
403
ERTS Wealth Advisors
Michigan
$819K -$1.54K -14 -0.2%
SFG
404
Sovereign Financial Group
Connecticut
$813K -$44.1K -400 -5%
CA
405
Calton & Associates
Florida
$811K -$947K -8,585 -54%
CF
406
Centaurus Financial
California
$805K -$157K -1,428 -16%
IPAM
407
Investment Partners Asset Management
New Jersey
$804K
FA
408
Flagstar Advisors
New York
$799K +$5.07K +46 +0.6%
JCM
409
Jacobi Capital Management
Pennsylvania
$793K -$9.26K -84 -1%
BW
410
Blalock Williams
Alabama
$785K +$11K +100 +1%
RBC
411
Roble Belko & Company
Pennsylvania
$777K
Envestnet Portfolio Solutions
412
Envestnet Portfolio Solutions
Illinois
$776K -$171K -1,551 -18%
WGC
413
Watts Gwilliam & Co
Arizona
$775K
EC
414
EdgeRock Capital
Colorado
$774K +$509K +4,617 +193%
BOSSRA
415
B.O.S.S. Retirement Advisors
Utah
$772K -$63K -571 -8%
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$764K +$665K +6,028 +683%
AFC
417
AFT Forsyth & Company
Florida
$751K -$1.32M -11,959 -64%
FAM
418
Formidable Asset Management
Ohio
$747K -$5.51K -50 -0.7%
BDF
419
Black Diamond Financial
Maryland
$745K -$4.19K -38 -0.6%
FF
420
Finley Financial
Nevada
$739K -$11K -100 -1%
VFS
421
Valpey Financial Services
New Hampshire
$734K -$15.8K -143 -2%
WC
422
Waterloo Capital
Texas
$729K +$728K +6,600 New
GFP
423
Gryphon Financial Partners
Ohio
$723K
GAM
424
Gotham Asset Management
New York
$722K +$400K +3,631 +125%
SPC
425
Sigma Planning Corp
Michigan
$720K +$772 +7 +0.1%

SHV Hedge Fund Activity: Q3 2025 in Review

684 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares 0-1 Year Treasury Bond ETF (SHV) for Q3 2025, worth a combined $9.47B — down 0.82% from $9.54B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of SHV and 52 opened new positions — a net loss of 14 holders — while 302 trimmed existing stakes and 241 added.

The largest buyer was BlackRock, adding an estimated $260M. The largest seller was Mariner, cutting an estimated $79.8M.

  • 684 institutional investors held iShares 0-1 Year Treasury Bond ETF (SHV) as of Q3 2025, down from 713 in Q2 2025.
  • Funds reported $9.47B of iShares 0-1 Year Treasury Bond ETF stock for Q3 2025, down 0.82% quarter-over-quarter.
  • 52 funds opened new iShares 0-1 Year Treasury Bond ETF positions in Q3 2025 and 66 closed out, a net change of -14 holders.
  • The largest iShares 0-1 Year Treasury Bond ETF buyer in Q3 2025 was BlackRock, an estimated $260M added.
  • The largest iShares 0-1 Year Treasury Bond ETF seller in Q3 2025 was Mariner, an estimated $79.8M sold.

Based on aggregated 13F filings for Q3 2025.