SHV icon

iShares Short Treasury Bond ETF

664 hedge funds and large institutions have $9.53B invested in iShares Short Treasury Bond ETF in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 237 increasing their positions, 291 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

19% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 291

23% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 65

Holders
664
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
SFMG Wealth Advisors
Texas
$696K
FFG
427
Fiduciary Financial Group
California
$695K
AC
428
Apella Capital
Connecticut
$693K
BB
429
Burford Brothers
Texas
$693K
AAG
430
Armstrong Advisory Group
Massachusetts
$690K
TCG
431
Transcendent Capital Group
Oklahoma
$679K
NFG
432
Nations Financial Group
Iowa
$670K
JWA
433
JFS Wealth Advisors
Pennsylvania
$664K
WA
434
Waverly Advisors
Alabama
$653K
LFS
435
Leibman Financial Services
Nebraska
$651K
FMWA
436
Forvis Mazars Wealth Advisors
Missouri
$644K
IA
437
Integrity Alliance
Iowa
$641K
MFA
438
Mayflower Financial Advisors
Massachusetts
$639K
BCM
439
Beaumont Capital Management
Massachusetts
$634K
AF
440
Apexium Financial
Texas
$625K
BRWA
441
B. Riley Wealth Advisors
Florida
$625K
NPF
442
Norris Perne & French
Michigan
$622K
SWP
443
Stratos Wealth Partners
Ohio
$615K
NWMG
444
National Wealth Management Group
Ohio
$610K
CCG
445
Ceeto Capital Group
Florida
$608K
RI
446
Rinkey Investments
California
$602K
MWM
447
MGB Wealth Management
Texas
$587K
FWSM
448
First Wilshire Securities Management
California
$582K
EWA
449
Exencial Wealth Advisors
Oklahoma
$581K
SA
450
Sicart Associates
New York
$569K