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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
FGA
426
Fortis Group Advisors
New Jersey
$822K -$167K -1,516 -17%
EWA
427
ERTS Wealth Advisors
Michigan
$820K +$128K +1,164 +19%
SPWM
428
Schrum Private Wealth Management
Florida
$820K +$46.8K +424 +6%
SOS
429
Silver Oak Securities
Tennessee
$819K -$17.1K -155 -2%
CL
430
Cabana LLC
Arkansas
$813K +$812K +7,362 New
OCM
431
One Capital Management
California
$809K -$14.9K -135 -2%
VFO
432
Virtus Family Office
Texas
$808K +$65.6K +595 +9%
LFS
433
Leibman Financial Services
Nebraska
$807K -$258K -2,343 -24%
IPAM
434
Investment Partners Asset Management
New Jersey
$803K +$28.7K +260 +4%
S
435
SignatureFD
Georgia
$802K +$463K +4,198 +137%
JCM
436
Jacobi Capital Management
Pennsylvania
$801K +$20.4K +185 +3%
FA
437
Flagstar Advisors
New York
$794K +$3.64K +33 +0.5%
GVCM
438
Global View Capital Management
Wisconsin
$779K -$125K -1,130 -14%
RBC
439
Roble Belko & Company
Pennsylvania
$777K
WGC
440
Watts Gwilliam & Co
Arizona
$775K -$101K -913 -12%
BW
441
Blalock Williams
Alabama
$773K +$151K +1,373 +24%
AIC
442
Archer Investment Corporation
Indiana
$757K -$14.8K -134 -2%
VFA
443
Voya Financial Advisors
Connecticut
$754K +$292K +2,652 +64%
FAM
444
Formidable Asset Management
Ohio
$753K
CRWM
445
Castle Rock Wealth Management
California
$751K +$274K +2,488 +58%
VFS
446
Valpey Financial Services
New Hampshire
$749K +$748K +6,787 New
FF
447
Finley Financial
Nevada
$749K -$66.2K -600 -8%
BDF
448
Black Diamond Financial
Maryland
$748K +$71.4K +648 +11%
BRWA
449
B. Riley Wealth Advisors
Florida
$743K +$742K +6,730 New
OP
450
ORG Partners
Indiana
$731K +$36.6K +332 +5%

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.