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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
LTL
426
Lowery Thomas LLC
California
$816K +$508K +4,608 +166%
FF
427
Finley Financial
Nevada
$816K -$259K -2,344 -24%
SPWM
428
Spartan Planning & Wealth Management
North Carolina
$814K -$2.9M -26,327 -78%
IWP
429
Insight Wealth Partners
Texas
$812K +$811K +7,354 New
AA
430
Alesco Advisors
New York
$793K -$52.4K -475 -6%
FA
431
Flagstar Advisors
New York
$791K -$23.5K -213 -3%
JCM
432
Jacobi Capital Management
Pennsylvania
$781K -$21.3K -193 -3%
RBC
433
Roble Belko & Company
Pennsylvania
$777K -$5.85K -53 -0.7%
IPAM
434
Investment Partners Asset Management
New Jersey
$775K -$34.7K -315 -4%
SPWM
435
Schrum Private Wealth Management
Florida
$773K +$122K +1,110 +19%
BHPW
436
Beverly Hills Private Wealth
California
$773K -$176K -1,599 -19%
AIC
437
Archer Investment Corporation
Indiana
$772K -$106K -965 -12%
CIA
438
Compass Ion Advisors
Pennsylvania
$771K +$92.6K +840 +14%
TIM
439
Tortoise Investment Management
New York
$762K -$80K -725 -10%
LIM
440
Leavell Investment Management
Alabama
$756K -$85.5K -775 -10%
FAM
441
Formidable Asset Management
Ohio
$753K +$287K +2,605 +62%
SL
442
Salomon & Ludwin
Virginia
$752K -$220K -1,992 -23%
SFG
443
Sovereign Financial Group
Connecticut
$750K +$4.96K +45 +0.7%
FAM
444
Forte Asset Management
New York
$746K
VFO
445
Virtus Family Office
Texas
$743K -$4.59M -41,607 -86%
SPC
446
Sigma Planning Corp
Michigan
$741K +$7.61K +69 +1%
AWM
447
Aries Wealth Management
Maine
$737K +$1.65K +15 +0.2%
AAG
448
Armstrong Advisory Group
Massachusetts
$728K
GFP
449
Gryphon Financial Partners
Ohio
$722K -$12.5K -113 -2%
SI
450
Severin Investments
Missouri
$719K +$60K +544 +9%

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.